Project transactions report (ProjListTransProject)
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
Use this report to view details of transactions that are posted to projects as of a specified date.
How to filter the data on this report
When you generate this report, the following default parameters are displayed. You can use these parameters to filter the data that will be displayed on the report. For more information, see Filter the data on a report.
Field |
Description |
|---|---|
Invoice |
Select whether to include transactions on the report from the following options:
|
Project ID |
Click Select. In the Transactions - project form, select a project ID to include on the report. To add more than one project, click Add. |
Hours - Project date |
Click Select. In the Transactions - project form, select a starting date for hour transactions in projects to include on the report. To add more than one starting date for hour transactions, click Add. |
Expense - Project date |
Click Select. In the Transactions - project form, select a starting date for expense transactions in projects to include on the report. To add more than one starting date for expense transactions, click Add. |
Fee - Project date |
Click Select. In the Transactions - project form, select a starting date for fee transactions in projects to include on the report. To add more than one starting date for fee transactions, click Add. |
Items - Project date |
Click Select. In the Transactions - project form, select a starting date for item transactions in projects to include on the report. To add more than one starting date for item transactions, click Add. |
On-account - Project date |
Click Select. In the Transactions - project form, select a starting date for on-account transactions in projects to include on the report. To add more than one starting date for on-account transactions, click Add. |
How to work with reports
The following topics explain how to print a report and how to filter and sort the data on a report.
Details of this report
The following table explains where to find the report in the Application Object Tree (AOT) and how to navigate to the report in the Microsoft Dynamics AX client.
Detail |
Description |
|---|---|
Name of report in the AOT |
ProjListTransProj |
Location of report in the AOT |
SSRS Reports\Reports\ProjListTransProj |
Menu item of the report |
ProjListTransProject |
Navigation to the report |
Click Project management and accounting > Reports > Transactions > Project transactions. |
Where the data in this report comes from
The data on this report comes from the following sources:
ProjListTransProjDP.processReport
ProjCostTrans table
ProjCostTransSale table
ProjEmplTrans table
ProjEmplTransSale table
ProjItemTrans table
ProjItemTransSale table
ProjOnAccTrans table
ProjOnAccTransSale table
ProjRevenueTrans table
ProjRevenueTransSale table
ProjTable
TmpProjTransList table
Note
To determine where the data in the temp tables comes from, view the cross-references for the ProjListTransProjDP.processReport class.
If you are a developer, you can learn more about where the data on a report comes from by using the following procedure.
Open the AOT.
Locate the report in the SSRS Reports\Reports node.
Right-click the report and click Add-Ins > Cross-reference > Using (instant view).