Types in AX reports
The helpful factor with any ERP would be you need not bring
something from google; you can search it within your application itself. Same
with SSRS Reports in AX. Let us move out of these normal 3 types of SSRS
reports i.e. (RDP, Query & EnumProvider) and look at where can we find
solutions for common requirements in report.
Query based report
It’s a Hello world for SSRS starter in AX. The best example
would be AssetAddition report. Here a static query of AssetAddition is used as
report data source and auto design is used to print the query.
Anything above select button in dialog where by default the
field is disabled or greyed out can be created from range of this static
query. Check the vend query you can see
range Vendor.
Simple Data Processing class
We write a DP class here which will have 3 methods generally
; processReport, InsertintoTempTable and GetTmpTable .
One can create DP with or without base query.
·
Without Base Query: You can use Purchase
order(PurchPurchaseOrderDP) as example.
·
With Base Query: You can use
VendListBasicDP as example. You can register base query in class declaration.
DP class with Barcode
You can find the detailed steps to create barcode in this
blog. Example is WmsPickingListReportDP.
Pre Processing DP
Pre processing report is used usually with respect to
Accountable documents where the session starts post process . Example would be PurchPurchaseOrder
. inheriting class and userConnection in
processReport is mandatory in this approach.
And in process report,
You won’t be able to
use pre-processing DP in EP reports.
Reports as Forms
There are places where DP classes are used to show the data
in forms. The best example is Trial Balance. LedgerTrialBalanceListPage is the
form which uses the DP with name LedgerTrialBalanceDP to fetch data and display
it in UI.
Marshaller Reports
SalesTaxTransReportDP_IN is one of the standard report DP
which runs with Marshaller approach. This SalesTaxTransReport_IN report prints
columns selected by end user in run time.
Here The dialog or form proposes 50 fields to end user in which one can
select any 20 fields and click print to get the customized report.
HTML Reports
You can print report as HTML . The best example would be HcmSkillMappingReport
; which is taken as is from AX 2009.
Classes HcmSkillMappingReport & HcmSkillMappingReportGenerateHTML
is the ones which does this operation. There will not be any SSRS designs in
this case where as the tags you write in HcmSkillMappingReportGenerateHTML will
get converted as design.
Print Management Report
Examples are PurchPurchaseOrder
,PSAProjInvoice and so on. For All AD’s in AX we use print Management approach.
You can find the detailed steps to create PrintManagementReport
in this blog.
Cube Reports
You can find the detailed steps to create Cube report in
this blog. However in AX most of the time this feature is used for charts or
KPIs .
|
Report Object
|
Usage Type
|
|
ProjKPI
|
KPI
|
|
SalesAnalysis
|
Auto Bar Chart
|
|
YearToYearExpensesByPeriod
|
Role Center
|
Remember there won’t be any DP for this. All you can have is
Contract and UI Builder.
EnumProvider Report
Here you will be passing
enum as data source to report. WorkflowTrackingReport is the report which uses
3 approaches. The three approaches used are query , AX EnumProvider and DP
class.
XMLExcel Report
These are the reports
which you can use to directly export to excel. Obviously no design required.
Example can be XMLExcelReport_SalesBook_AddList_RU.
Some doesnot need DP and
some doesnot design.. Its you who has to take wise decision that which approach
to go with.
Happy DAXING :-)
