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Finance | Project Operations, Human Resources, ...
Answered

Cannot figure out how to identify and edit SSRS reports

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Posted on by 119

So I was asked to edit a report in AX, but I'm having trouble identifying which report it even is.  To open the report, I do the following steps:

Procurement and Sourcing > Common > Purchase Orders > All Purchase Orders > Approval status field == confirmed > Select a PO > Purchase tab > Purchase order confirmations > Preview/Print > Original Preview

This opens up the report.  However, I cannot personalize or do anything to figure out what the name of this report is.  I also tried personalizing the form where you click Preview/Print to see if that had any references to the report.  Nope!

I then decided another approach to identifying the report.  I opened up the developer workspace and went to Visual Studio Projects > Dynamics AX Model Projects and decided to try and open all of our customized reports in Visual Studio to see which one looked the same.  However, I cannot preview the designs of any of the reports!  The "preview" button next to the "Add Element" button is always greyed out.

Edit:

Tried to follow this tutorial: https://docs.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/walkthrough-customizing-existing-microsoft-dynamics-ax-reports

but when I tried to preview the "LedgerBalanceControlDSTable" I get this error: Unable to preview the report, install the Microsoft SQL Server Data Tools - Business Intelligence for VS2013.

Screw that.  Rather than preview the report in VS, I'll just reopen it in AX to see if my changes were correct.  Anyways, I just need to a way to identify what the report is.  Thank you.

  • AXGreenHorn Profile Picture
    AXGreenHorn 119 on at
    RE: Cannot figure out how to identify and edit SSRS reports

    Thank you.  I see what you mean, I didn't check the properties.  As for why we need to modify this report, that's just what I was asked to do.  They never tell me why, they just tell me to do it...

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Cannot figure out how to identify and edit SSRS reports

    Hi AXGreenHorn,

    I am just a functional consultant :-) for that reason, I had a look at the form that you used. The PO form. Then opened the AOT and tried to identify the form. If you are there then there is a menu where you can see the different 'buttons' that you have available and after searching a bit I found the one that prints this confirmation. Then check out all what is available there and you will finally find the menu item and the name of the report that will be run when you press the button. Just check the properties section on the right hand side of the dev environment and you should be able to find this report menu item / name.

    Best regards,

    Ludwig

  • AXGreenHorn Profile Picture
    AXGreenHorn 119 on at
    RE: Cannot figure out how to identify and edit SSRS reports

    This may be the one, but how did you find out the name?  How are you supposed to know other than someone more experienced just telling you?  There must be some way to figure it out yourself?

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Cannot figure out how to identify and edit SSRS reports

    Hi, This should be the PurchPurchaseOrder report. Why is it that you need to modify this report? Isn't it an internal report only? Best regards, Ludwig

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