Reports (Retail essentials)

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 SQL Server Reporting Services is the primary reporting platform for Retail essentials. You can also export data from Retail essentials to a Microsoft Excel workbook.

Use Reporting Services reports

To view the predefined reports in Retail essentials, you must install Reporting Services and the Reporting Services extensions for Microsoft Dynamics AX. Some predefined reports are based on analysis cubes. To view these reports, you must install and configure Microsoft SQL Server Analysis Services. For more information, see Checklist: Install the Reporting Services extensions and deploy reports and Checklist: Configure Analysis Services and deploy cubes.

For information about how to use Reporting Services reports, see the following topics:

• Create a report by using the Microsoft Dynamics AX auto-report wizard

• Filter the data on a report

• Sort the data on a report

• Print or email a report

Use Excel for reporting

By exporting data to an Excel workbook, you can either print the data, or create PivotCharts or PivotTables that use the data. To create workbooks that are dynamically linked to tables in Retail essentials, you must install Microsoft Office Add-ins. For more information, see Install Office Add-ins.

For information about how to use Excel to create reports, see the following topics:

• About using the Microsoft Dynamics AX Add-in for Excel

• About importing data from Microsoft Excel

• Update Microsoft Dynamics AX data by using Microsoft Excel

View retail reports

Retail essentials provides reports that are built on statistic tables, product characteristics, and transactions from the registers in the stores. These reports can help you determine which products or variants are selling best, and which stores, registers, and staff are performing best. Reports include filtering, such as filtering by date and time, and sorting. Therefore, you can quickly view the information that you want.

Retail essentials includes the following retail reports:

• Retail store metrics – View key information about retail stores, so that you can compare performance by store, employee, and product.

• Sales performance by category by store – View and compare sales performance by sales category and store during periods that you specify.

• Sales performance by products – View and compare sales performance by product during periods that you specify.

• Sales performance by retail product category – View and compare sales performance by retail product category during periods that you specify.

See also

Reporting in Microsoft Dynamics AX

Analytics in Microsoft Dynamics AX