Create an auto-report

Auto-reports are preconfigured reports that you can generate in Microsoft Dynamics AX 2012. You can create and save a custom auto-report that can be reused later.

For example, I want to print all the closed transactions with the settlement reference for the main account 471000.

Access to the form: General Ledger > Common > Main account > select the main account and click “Posted”

Create an Auto-report

Access: from a Microsoft Dynamics form, click File > Print > Print

Click Modify > New

The Auto-report wizard is open

• Click “Next”
• Enter a name for the report

• Click “Next”
• Select the fields you want to display
• And unselect the field you do not need
• You can order the column (within the section) with the buttons Up and Down

• Click “Next”
• If required, select the fields to be calculated

• Click “Next”
• Select the layout
• And click “Finish”

• The report is created
• Click “Select”

• Add select criteria for your report
• In my example, I need to select the main account and the settlement number.

• Go to the Sorting tab to order the lines in the report
• And click “OK”

• Click “OK”

• Report is generated

Re-use an auto-report

Access: from a Microsoft Dynamics form, click File > Print > Print

• Select the report created previously
• Click “Select” if you want to update:add selection criteria
• Click “OK”

Update an auto-report

Access: from a Microsoft Dynamics form, click File > Print > Print

• Select the report created previously
• Click Modify > Edit
• The Auto-report wizard is open, you can update the setup.