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Best approach to duplicate a standard Report and its related Classes and Tmp tables.

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Posted on by Community Member Microsoft Employee

I have a SalesInvoice report that is customized in the report Parameter form, Report Layout and Classes with logic. Customizations includes on all related standard TMP tables,Classes,Report Layout etc.

Now I have a requirement to bring back the standard report(without customizations in Parameter form, Layout, Classes) and make an option to run both standard and custom report in two menu items.

Basically I am trying to have 2 versions of Sales Invoice report 1-Standard 2-Standard+custom.

I can try removing customizations and bring the report back to standard, but I will not have custom report anymore.

If I try importing the custom xpo back, my changes will come back on the same salesInvoice report.

But instead would like these changes to happen on complete new custom report.

Should I create an exact duplicate of standard SalesInvoiceReport and manually compare and add my custom changes to the duplicate report? My worry is SalesInvoice is a vast report, duplicating sounds a bit risky in case I miss any related objects.

I was thinking if it was only Layout I can create a new design, but Parameter form is also modified(contract class).

What is the best approach to achieve this.

Categories:
Reporting and BI
  • Suggested answer
    István Orosz Profile Picture
    István Orosz 2,137 on at
    RE: Best approach to duplicate a standard Report and its related Classes and Tmp tables.

    Hi,

    The contract, controller and DP classes can be duplicated inside AOT. You can use the same parent class SalesInvoiceDPBase for your modifications , no need to duplicate that one. SalesInvoiceTmp can remain the same, maybe you can add you customized fields if there is any (be aware that it is a regular table as the parent class is derived from SrsReportDataProviderPreProcess). The report layout can be duplicated inside Visual Studio, so no need to create a new one just a new layout. You can use multiple layouts in SSRS from the controller class like this:

    formLetterController.parmReportName(PrintMgmtDocType::construct(PrintMgmtDocumentType::SalesOrderInvoice).getDefaultReportFormat());
  • Verified answer
    BorisD Profile Picture
    BorisD 2,826 on at
    RE: Best approach to duplicate a standard Report and its related Classes and Tmp tables.

    Hello Sabarish,

    Please see the blog in the link below. I believe this will help you achieve what you want.  

    community.dynamics.com/.../dynamics-ax-2012-how-to-duplicate-the-existing-report-for-modification

    Hope this helps!

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