Steps to create SSRS Report

A. Create an AX Query:
1. Open AOT, right click on Queries. Select New Query. By default a new query will be create with a default name Query1. Rename Query1.

2. Expand that query in the AOT. Right-click on Data Sources and click New Data Source. A new data source will be created. Rename data source and right click on created data source and open properties.

3. Navigate to the Table property and change it to the corresponding table. Click on the Name property and change the Name.

4. Click Save All in AOT and close the AOT.

B. Create a new AX Reports Project and a new report in that project:

1. Goto Start menu, launch visual studio 2008. 2. Goto File menu select New, select project. 3. The New Project dialog will launch. Under Project Types, select Visual C# / Dynamics. Under Templates select Dynamics AX Reporting Project. Change the Name. Click OK

4. A new AX Report Library project is created. By default it contains a report called Report1. Right click on this report and rename it. 5. Create a dataset in the report that is bound to the AX query: In the report, right click on Datasets and select new Dataset. By default the name of the Dataset is Dataset1". Rename it. 6. In the properties window for the Dataset. Verify that the Data Source is Dynamics AX. Verify that the Data Source Type is Query. Verify that the Default Layout is Table.

7. Click on the Query field. Click on the button in the value for the Query field. A dialog will launch that will list all the queries in AX. It will take a few seconds to populate this dialog with all the queries.

8. Under Select Query, choose the query you previously created. After you select that query the right column will be filled with fields from the Table which is selected in query. By default All will be selected. Uncheck All. Select the fields from list which you want to display in report. Click OK to close the dialog. The fields you selected which you selected from list will come under data Set.

9. Select Dataset and drag it into the Designs node. After dragging, a design has been created. It will be given the name AutoDesign1. With AutoDesign1 selected, click Preview in the toolbar.

10. At the top of the preview saying The design has validation warnings and you can see the warnings in the error list at the bottom. Close preview and Save the Report.

C. Deploy the design to SSRS:

1. Right click on the solution of the project and select Deploy.

2. At the status bar in the bottom youll see a message on the left and some animation on the right indicating that the deployment is in progress.

3. Then it indicates Deployment succeeded in the status bar.

4. Launch IE and Navigate into the Dynamics link. Type http://Ax5-w8-01:80/Reports in address bar.

5. It will redirect to the SSRS Home page. It contains folder named Dynamics. Click on Dynamics. Dynamics folder contains the report which we designed in visual studio.

6. Find the report we deployed. Click on it to view the report. And the report will appear on page. Then close IE.

D. Save the Report project back into AX:

1. In the solution, right click the report project (not the solution) and select Save to AOD.

2. Open the Dynamics AX client. Open the AOT. In the AOT expand the Report Libraries node. There we get the report which we saved in Visual Studio.

3. Open Menu Items in AOT. Right click on Output and select New Menu Item. NewMenuItem1 will be created. Open properties of NewMenuItem1. Give new Label and Name. Select Object Type as SQLReportLibraryReport. And select Object as, the report which we designed in Visual studio.

4. Save the Menu Item which is created now.

5. Expand Menus in AOT. Right click on Administration (To create menu in Administrator area). Select Menu Item under New menu. Menu Item is created under Administration area. Right click and select properties. Select MenuItemType as Output. Select MenuItemName from dropdown list which we created in Menu Item. Save the Menu.

6. Menu name will appear in Administration area. When we click that menu name, SSRS Report will display.