Creating SQL SSRS Report in Dynamics AX 7

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In this post we will be talking about “My Reports” framework and how you can create a new SQL SSRS report and make it available to users in just 5 minutes.

Sounds strange, right? Actually, incremental CIL will take more than 5 minutes to run to compile your Reporting project… Anyway, today we are going to talk about AX7 and new report, which we will create using T-SQL and Azure SQL DB, but first, let me show you “My Reports” framework.

Over the past years, we have found that users sometimes get really frustrated with current hierarchical menus in AX. Users have to dig inside different modules and trees to find their reports. We believe it could be more user friendly to have all reports in just a one place.

“My Reports” Work space

 

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All reports will be available through simple form, with set of filters to help you find your report quicker:

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As you can see from the image above, a customer has SCALE system (advanced warehouse management system), which comes with it’s own SSRS server and set of reports. Using “My Reports” framework you are able to integrate those reports into AX.

With a new Dynamics AX, Microsoft has introduced a new concept of Workspaces (replaced old SharePoint role centres). Imaging how good it is now to have all your “Sales” reports in one form, directly integrated into Sales Workspace?

Opening a report, will bring a new Reporting UI in the right side dialog window:

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Have you noticed something? How does the system know about parameters of report, which is even not hosted on AX SSRS Server? This is a beauty of our framework. No matter where you hosted your reports, users will get a seamless experience running reports from different systems, servers, applications. Even if you have some tricky logic with data set driven parameters, the framework will be able to handle this.

“My Reports” Configuration

All what users will see on their screen in “My Reports” workspace or “My Reports” form is driven by a configuration. No deployment of reports, merging models, releasing .xpos is needed anymore, forget about this for reporting. A simple configuration is all what you need to make a new report available to users:

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The Security for reports is driven by security roles. If user and specific report has common roles assigned to them, user will see the report in the “My Reports” workspace. You also can enable/disable reports for different companies. We have successfully tested this approach in one of the biggest AX implementation in Asia-Pacific with more than 30 legal entities and it seems to work really well.

There is a slight difference between “My Framework” for AX7 and Ax2012. With AX7 you don’t really have access to your SSRS Server, however using our Framework you will be able to upload a new created reports to the default AX ssrs server. It will help you to reduce the deployment time, as users will get new reports as soon as you upload it and make necessary configuration. With AX2012, you have a full access to you infrastructure, so you have couple options to upload reports through “My Reports” UI or just deploying directly to SSRS and configuring Report Path and Report Name in the configuration screen.

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This is a just a very quick overview of “My Reports” framework. If you would like to know more, please use the form below to contact us.

 

 

 

 

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