How to create a custom report

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

There are several ways to create a custom report. The following table lists the tools that you can use to create a custom report if you are a system administrator or an application user.

Category	Tool that is used to create the report	Format of the report	For more information
Transactional reports Transactional reports retrieve data from the transaction processing database for Microsoft Dynamics AX.	Microsoft Dynamics AX list page	Excel worksheet	Use a list page
	Microsoft Dynamics AX auto-report wizard	Reporting Services report	Create a report by using the Microsoft Dynamics AX auto-report wizard
	Microsoft Dynamics AX add-in for Excel	Excel worksheet	Using the Microsoft Dynamics AX Add-in for Excel
	Management Reporter for Microsoft Dynamics ERP	Management Reporter report	Microsoft Management Reporter: Installation, Migration, and Configuration Guides
Analytical reports Analytical reports retrieve data from Microsoft SQL Server Analysis Services cubes.	Excel	Excel worksheet	Create a report by using the Excel data connection wizard to connect to a cube
	SQL Server Report Builder	Reporting Services report	Create a report by using SQL Server Report Builder to connect to a cube
	SQL Server Power View	Reporting Services report	Create a report by using Power View to connect to a cube