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Grant users access to reports

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

This topic explains how to give users access to reports. Two procedures are described in this topic. The procedure that you should use depends on whether you are running Microsoft SQL Server Reporting Services in native mode or SharePoint integrated mode.

Note

SharePoint integrated mode is supported if you are using Microsoft Dynamics AX 2012 R2 or later.

Assign users to the DynamicsAXBrowser role on the Report Manager site

If you are running Reporting Services in native mode, you must assign users or groups to the DynamicsAXBrowser role on the Report Manager site. The following procedure explains how to complete this task.

  1. Open the Report Manager website for the Reporting Services instance. By default, the URL is http://[SSRSServerName]:80/Reports.

  2. Click the DynamicsAX folder.

  3. Click Folder Settings.

  4. Click Security.

  5. Click New Role Assignment.

  6. Enter the Active Directory user name or group to assign to the DynamicsAXBrowser role.

  7. Select the DynamicsAXBrowser role.

  8. Click OK.

Note

If users want to save a report output file with Microsoft Excel format, the DynamicsAXBrowser role also needs to be assigned to the Home folder, as well.

Grant users permission to view reports in SharePoint

If you are running Reporting Services in SharePoint integrated mode, you must grant users permission to view reports in SharePoint. To grant this permission, grant users Read permission to the document library that stores the reports. Alternatively, if the document library inherits permissions from the site, you can grant users Read permission to the site. The following procedure describes how to grant users Read permission to the site.

Important

If the SharePoint site is configured for claims-based authentication, you must also grant the following accounts Read permission to the document library or site:

  • The account that is used as the Business Connector proxy

  • The account that is used to run the Microsoft Dynamics AX Application Object Server (AOS) service.

  1. Open your browser and navigate to the SharePoint site that contains the document library that stores the reports.

  2. Click Site Actions > Site Permissions.

  3. Click Grant Permissions. The Grant Permissions window is displayed.

  4. In the Users/Groups field, enter the Active Directory names of the users or groups that you want to view reports.

  5. In the Grant Permissions area, select the Grant users permission directly option.

  6. Select the Read check box.

    Note

    If you want users of Enterprise Portal for Microsoft Dynamics AX to be able to filter reports by using a custom parameter value, select the Design check box. For more information about the permissions that are required to use Enterprise Portal, see Enable users to access Enterprise Portal.

  7. Click OK.

See also

Security settings for reports