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How to: Create a Menu Item for a Report

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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

You can create menu items in Microsoft Dynamics AX to provide access to the reports that you create with the Visual Studio tools for Microsoft Dynamics AX. These menu items are created as output menu items from the Menu Items node in the AOT and can display reports in both the client and in Enterprise Portal Web parts. The following procedure explains how to create a menu item for a report.

Note

Before you create a menu item for a report, be sure that the report has been added to the AOT. For more information, see How to: Add Reports to Microsoft Dynamics AX. If you want to view the report from the menu item, you must deploy the report to a report server. For more information, see How to: Deploy Reports to a Report Server.

To create a menu item for a report

  1. In the AOT, expand the Menu Items node.

  2. Right-click the Output node, and then click New Menu Item.

  3. Select the node for the menu item.

  4. In the Properties window, set the following properties:

    Property

    Description

    Name

    Type a name for the menu item.

    Label

    Specify a label for the report title.

    ObjectType

    Set to SSRSReport.

    --or--

    If you define a SrsReportRunController class to run the report, set the ObjectType property to Class, and then select the controller class from the drop-down menu for the Object property.

    Object

    Use the drop-down menu to select the report.

    RunOn

    Set to Called from. If you set the report to run on Client and the report is run in a batch, the report will fail. If you set the report to run on Server and the report is displayed to the screen, the report will fail.

  5. Save the changes in the AOT.

See also

Menus and Menu Items

Report Integration and Customization Overview

How to: Add Reports to Microsoft Dynamics AX

How to: Deploy Reports to a Report Server

How to: Customize a Report