How to Set Up Reports

The Reports form, or Docentric report setup, can be open from the Docentric AX workspace, or from the Organization administration module menu.

The Docentric AX workspace is also located in the default dashboard among other workspaces.

In the Docentric AX workspace click on the Reports tile.

Docentric’s report setup form is open, with all SSRS report designs registered to use Docentric AX functionality listed.

 

If you are using Docentric AX Free Edition, you don’t need to use Docentric report setup. Still, if you want to create custom placeholders to be used in report print destinations, or to configure other settings such as Preview settings, you will need to add these particular SSRS report designs to Docentric report setup.
Learn more here >>

Inserting new report

If you want to add a new report to the Docentric Report setup, you will use the New button in the main action pane. Locate an SSRS report and its design (e.g. CustAgingReport.DesignWithNoDetailAndTransactionCur) and register it as a new Docentric report.

 

Learn how to insert and use SSRS reports as Docentric reports in details >>

When you register an SSRS report design as Docentric report, you will get the opportunity to:

  1. Make multiple (new and improved) Docentric’s designs (templates) that reuse this SSRS report’s data. On the Print destination settings form you can then select which design to use: one of Docentric’s designs, or the built-in SSRS design. Learn more >>
  2. Add additional data to this SSRS report without changing its RDP tables or class in much easier way than using technique with extensions. Learn more >>
  3. Define and manage custom placeholders that can be used in Docentric print destinations such as email body, subject, attachment name, output filename, azure blob and container name, etc.

    Standard and custom placeholders can be also used with Docentric AX Free Edition. Learn more >>

 

Data Source Provider (DSP) class

For newly inserted SSRS reports the Docentric’s Default DSP class is used.

Default DSP class enables to reuse SSRS report data completely, with no change. If you want to additional data, or to reshape data, a custom DSP class is needed.

A custom DSP class is also needed if you want to use custom placeholders in print destinations, or if you want to dynamically change print settings when report runs (e.g. selected template or print destination).

Read more about custom DSP classes >>

Data Source Generation Options

 

No matter whether you use the default or a custom DSP class, you can configure some options related to report data source generation such as whether to include company logo, hidden parameters, document branding info, etc.

Suppress RDP Execution

In order to improve performance for critical reports, while keeping all report infrastructure such as menu item buttons, parameters and workflows, data fetching can be moved entirely to Docentric’s DSP class.

When the Suppress built-in RDP execution option is turned on, regular RDP logic will be skipped and data fetching will be done using Docentric’s APIs (DSP class) only. This way you will be able to implement yourself logic that collects only the data you really need, and do so in much more efficient way.

DDSP generation settings

These settings will be used only if the Generate DS alongside report execution option is turned on. In this case, the report data source will be generated using the settings specified above each time when report is executed to some other print destination. This flag should be set only temporarily and in cases when report dialog form is not shown, i.e. the print destination selection is not available. This is often the case with Print Management reports or reports for printing labels.

Email Sending Settings

 

You can configure email sender display name globally, per report, or even per report and per company.

If your SMTP or Exchange Server allows, you can specify the From field (email sender) on the Print destination settings form, which is different than the current user’s email. If this is not an option, you can at least affect email sender display name using the Email sending settings form.

Preview Settings

 

When an SSRS report design is registered as Docentric report, you can still run it as before – using the built-in design and the built-in print destinations including Screen.

On the Preview settings form you can configure whether to substitute SSRS Screen (i.e. SSRS report viewer) with Docentric Screen (i.e. Docentric report viewer) but continue to use the original built-in SSRS design (the Use only Docentric viewer field), or whether to use both Docentric Screen and the default Docentric design instead of SSRS Screen and the built-in SSRS report design (the Use both Docentric design and viewer field).

You can even configure these flags per company.

These two flags are important mainly for Print Management reports such as Sales Invoice and Purchase Order. As you know, there are typically two buttons, Original Preview and Copy Preview, which are bound to the SSRS Screen destination (SSRS report viewer) and the built-in SSRS report design. Instead of introducing new buttons for using Docentric report viewer and Docentric design (template), you can configure these built-in buttons here.

Custom Labels

If you are not satisfied with the set of labels that already exists in you report data source, you can add arbitrary labels from the system here. They will be automatically included in the report data source and available at design time in all Docentric’s templates. Still, you can use plain label IDs directly from within Docentric AX Designer.

Learn more on how to create and design multilingual reports >>

Templates

Multiple templates

Each of Docentric report, which is related to a single SSRS report design (e.g. PurchPurchaseOrder.Report), can have multiple templates. There is a concept of a default template for different companies and languages. Nevertheless, you can chose among all available templates on the Print destination settings form directly. You can also chose to use the original SSRS report design instead of a Docentric template, and use it with Docentric’s improved print destinations.

Read more about multiple templates >>

Template storage

Docentric templates can be stored in:

  • AOT Resources
  • Azure blob storage
  • SharePoint

Preferred way of storing templates is as AOT Resources. These are so called System Templates. This way your customer will get Docentric templates through regular deployments. But then, at production time, template design can be changed and the changes applied without deployments, saving the updated template on Azure or SharePoint. System templates that are changed outside of the AOT are called Customized System Templates. At any point, these templates can be reverted to their original designs, using the Reload system templates functionality.

There is also a third kind of templates – Custom Templates. These templates are stored on Azure or SharePoint directly, without any backing design in AOT Resources. You can used them at development as well as at production time. You will also find a plenty of tools in this form helping you with template management such as downloading and uploading templates, importing and exporting report metadata, bulk updates of report settings, etc.

Learn more about Docentric templates >>

Report validation

When an SSRS report design is registered as Docentric report, it will be validated. You can always revalidate the report again; its validity isn’t taken into account when report runs, nor it’s triggered automatically once report is inserted.
Validation will check report templates (are they valid Docentric templates, their storage settings, etc.), DSP class, custom labels, etc. and give you some useful information.

In order to validate report(s), select it (them) and click the Validate button on the main action pane.

You can read validation error messages in the Validation tab page on the form.

See also

How to Set Up Report Templates >>
How to Use Deployment Tools >>
How to Use SSRS Reports with Docentric AX >>