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Report Designs (MorphX Reporting Tools)

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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 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

The visible design of a report can be created by using the AOT. There are two available modes, the Automatic and Generated modes.

Creating a Report Design

Both modes begin by following the same steps.

Note

Before you create a report design, create a report that has at least one data source. For more information, see Walkthrough: Creating Reports in the AOT (MorphX Reporting Tools).

To create a report design

  1. In the AOT, expand the Reports node, expand the node of the report for which you want to create a design, right-click Designs, and then click New Report Design.

  2. Right-click the new report design, and then click Properties.

  3. On the Properties sheet of the new report design, set the Name property to MyReportDesign and set the Report Template property to the desired report template (optional).

Automatic Mode

The Automatic mode for creating a report design is generally recommended over the generated mode. The following steps show how to create an automatic report design.

To create an automatic report design

  1. Under the MyReportDesign node, right-click the AutoDesignSpecs node, and then click Generate Specs From Query. This creates a Body subnode for each data source that is used in the query of the report.

  2. Under the AutoDesignSpecs node, right-click a body subnode, point to New Control, and then click the option that allows you to select a field from one of the data sources that were used in the query of the report. This opens a new window that contains the available fields from the data source you selected. Drag the fields you want to appear in the report onto the body subnode where you want the field to display.

    or

    Open a new AOT and navigate to the Fields node of one of the data sources that were used in the query of the report. Drag the fields you want to appear in the report onto the body subnode where you want the field to display.

    Note

    Consider under which data source it is appropriate to add fields. If your report has more than one data source and it does not appear as you expect it to look, this may be the issue.

Generated Mode

The following steps show how to create a generated report design.

To create a generated report design

  1. Right-click MyReportDesign and then click Generate Design. This creates a new Generated Design node with PageHeader and Section Group subnodes. The PageHeader node is created by the report template (optional).

  2. Under the Section Group node of one of the data sources that is used in the query for the report, right-click a body subnode, point to New Control, and then click the option that allows you to select a field from one of the data sources that were used in the query of the report. This opens a new window that contains the available fields from the data source you selected. Drag the fields you want to appear in the report onto the body subnode where you want the field to display.

    or

    Open a new AOT and navigate to the Fields node of one of the data sources that were used in the query of the report. Drag the fields you want to appear in the report onto the body subnode where you want the field to display.

    Note

    Consider under which data source it is appropriate to add fields. If your report has more than one data source and it does not appear as you expect it to look, this may be the issue.

Design Mode Comparison

The report appears the same for each design mode.

To view the report

  1. In the AOT, navigate to the report.

  2. Right-click the report and then click Open.

  3. Click OK on the two dialog boxes to accept the default report printing options.

Under the body node, a PageHeader node that you can customize appears when you use the generated mode. This PageHeader node does not appear when you use the automatic mode.

When changes are made to a report template, the changes are reflected in reports that have designs that were created by using the automatic design mode. If a report is created by using the generated design mode, changes to a report template are not reflected in reports automatically.