web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Microsoft Dynamics AX (Archived)

Reporting and BI

(0) ShareShare
ReportReport
Posted on by

Hi,

Thank you in advance.

I would like to know what types of reports are there by default in AX 7. Can we extract below information through reports. I want to know the effort estimation. 

1. Does it Provide a "built-in" dashboard reporting capability that allows the administrator to configure and customize the dashboard and reports ("canned" and customized).

2. Does it Provide the ability to estimate and calculate fixed and variable costs within tasks, assign resources, and reconcile invoices with actual work charges

3.  Does it Provide the ability to capture project funding and balances (+/-) by funding source, including : Retained amount, Out of scope,Incremental budget amounts,Budget transfers (within the projects/contracts)

4. Does it Provide reporting capabilities that allow users to:  â€¢          Determine what has been billed in the course of a project, â€¢          Evaluate the roll-ups of budget expenses after a project has been completed.

5. Does it Provide the ability to report on funding consumed, remaining funding, and the budget(s) to which the funding is allocated.

6. Does it Provide the ability to track and report on campaign spending by delivery order/contract, budget category, expense category, and/or product (without the need to export and manipulate the data).

7. Does it Provide the ability to capture, allocate, and report out the marketing spend by  product for each and every task or project recorded in the solution

8. Does it Provide built-in budget monitoring that can be applied at the project, campaign, group, event, and task level.

 

 

I just want to know what need customization and what are its standard features.

Thank you in advance for your time and assistance. 

*This post is locked for comments

I have the same question (0)
  • Community Member Profile Picture
    on at

    Can anybody help me filling the yellow column

  • Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi Anubha Gaur,

    What is this about? It looks like a customer's requirement sheet. Is that right?

    If I am not wrong then your customer name is included and I would suggest that you remove that.

    Many thanks and best regards,

    Ludwig

  • Community Member Profile Picture
    on at

    Hello

    I removed it.

  • Community Member Profile Picture
    on at

    Hi,

    I hope you are now not able to view the full post. Can you confirm.

    I am new in this group.

  • Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi Anubha Gaur,

    Thank you for that.

    What is your expectation?

    That we answer those questions whether they can be handled in the standard application or not and if not put an estimated time for making a development or...?

    Can you specify?

    Many thanks and best regards,

    Ludwig

  • Community Member Profile Picture
    on at

    Hi,

    Thank you .

    I would like to know what types of reports are there by default in AX 7. Can we extract below information through reports.

    1. Does it Provide a "built-in" dashboard reporting capability that allows the administrator to configure and customize the dashboard and reports ("canned" and customized).

    2. Does it Provide the ability to estimate and calculate fixed and variable costs within tasks, assign resources, and reconcile invoices with actual work charges

    3.  Does it Provide the ability to capture project funding and balances (+/-) by funding source, including : Retained amount, Out of scope,Incremental budget amounts,Budget transfers (within the projects/contracts)

    4. Does it Provide reporting capabilities that allow users to:  â€¢          Determine what has been billed in the course of a project, â€¢          Evaluate the roll-ups of budget expenses after a project has been completed.

    5. Does it Provide the ability to report on funding consumed, remaining funding, and the budget(s) to which the funding is allocated.

    6. Does it Provide the ability to track and report on campaign spending by delivery order/contract, budget category, expense category, and/or product (without the need to export and manipulate the data).

    7. Does it Provide the ability to capture, allocate, and report out the marketing spend by  product for each and every task or project recorded in the solution

    8. Does it Provide built-in budget monitoring that can be applied at the project, campaign, group, event, and task level.

     

     

    I just want to know what need customization and what are its standard features.

    Thank you in advance for your time and assistance. 


Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the March Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics AX (Archived)

#1
CP04-islander Profile Picture

CP04-islander 26

#2
imran ul haq Profile Picture

imran ul haq 8

#3
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 4 Super User 2026 Season 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans