Docentric SSRS Replicas

Download and Install Docentric SSRS Replicas

Download and use straightaway Docentric SSRS replicas. Each replica consists of a Docentric design (aka template) and the corresponding custom Docentric DSP class that provides the basic set of custom placeholders available for use in the report print destinations. These classes also enable you to fully benefit from the features added by Docentric to built-in Print archive. And more importantly, Docentric DSP classes should serve as a starting point for your customization – by customizing them you can add additional data and placeholders without changing the built-in report artifacts such as SSRS’s temporary tables and DP classes.
Learn more about Docentric replicas >>

We recommend you to install Docentric replicas also when using Free Edition only.
Learn why and how to use them >>

Installation type Instructions Download link
Project with all replicas
v3.3.2, supports all D365FO versions
How to import a project >> CLICK TO DOWNLOAD
Model with all replicas
v3.3.2, supports all D365FO versions
How to import a model >>
How to remove a model >>
CLICK TO DOWNLOAD
Deployable package with all replicas
v3.3.2, supports the latest D365FO version
How to apply a deployable package >> CLICK TO DOWNLOAD

Accounts receivable

SSRS report name Description
SalesInvoice.Report Customer invoice
See how to design this report step by step >>
Download >>
FreeTextInvoice.Report Free text invoice Download >>
CustAccountStatementExt.Report Customer account statement Download >>
CustAgingReport (4 designs) Customer aging Download >>
CustInterestNote.Report Interest note Download >>
CustCollectionJour.Report Collection letter note Download >>
CustCollectionLetterOverview.Report Collection letter overview Download >>
AgreementConfirmation.Report Sales agreement confirmation Download >>
SalesQuotationConfirmation.Report Confirmation Download >>
SalesQuotation.Report Quotation Download >>
SalesConfirm.Report Sales order confirmation Download >>
SalesPackingSlip.Report Sales order packing slip Download >>
BankPaymAdviceCust.Report Payment advice Download >>
CustTransOpenPerDate.Report Open transactions report Download >>

Accounts payable

SSRS report name Description
PurchPurchaseOrder.Report Purchase order Download >>
PurchReceiptsList.Report Purchase order product receipt Download >>
PurchPackingSlip.Report Purchase order receipts list Download >>
RFQSend.Report Request for quotation Download >>
AgreementConfirmation.Report Purchase agreement confirmation Download >>
VendInvoiceDocument.Report Vendor invoice Download >>
Cheque_US.Report U.S. check format Download >>
BankPaymAdviceVend.Report Payment advice Download >>

Project management and accounting

SSRS report name Description
PSAManageInvoice.Report User defined project invoice Download >>
PSAProjInvoice.Report Project invoice without billing rules Download >>
PSAQuotations.Report Project quotations Download >>

General ledger

SSRS report name Description
LedgerTransListAccount.Report Ledger transaction list Download >>

Transportation management

SSRS report name Description
TMSCommercialInvoice.Report Commercial invoice Download >>

Inventory management

SSRS report name Description
WMSPickingList_OrderPick.Report Picking list Download >>

Warehouse management

SSRS report name Description
WHSBillOfLading.Report Bill of lading Download >>
WHSPickListShipping.Report Shipping pick list for wave Download >>
WHSContainerContents.Report Container contents report Download >>

Sales and marketing

SSRS report name Description
WMSBillOfLading.Report Bill of lading Download >>

Production control

SSRS report name Description
ProdReport.Report Production order report Download >>

Instructions

How to use Docentric replicas

FAQ

1. What are Docentric replicas

These are copies or replicas of the built-in SSRS report designs created with Docentric designer. All data from a SSRS report is by default completely reused in the created Docentric design. Docentric designs or layouts are called report templates. These templates are just ordinary Word documents with special tags used to show report data. So, a Docentric replica of a particular SSRS report design is a Docentric template which has the same data and uses similar styles and formats as the source SSRS report design.

Docentric replicas are meant to serve as a starting point for report customization in the same way as the built-in SSRS report designs did in AX 2012, when we were customizing them with overlayering.

2. What are Optimized Docentric replicas

These are Docentric replicas with optimized report data source. Sometimes in the source SSRS report there is only one table which contains both header and line fields (e.g. Customer account statement, Collection letter note, etc.). This can cause difficulties when such a report is customized. This is the reason why their data source is reshaped and restructured into ‘header’ and ‘line’ records. On the other hand, in some reports such as Customer or Free text invoice, hundreds of fields are kept together in the single table instead of multiple ones, so these data are also reshaped and regrouped into meaningful sections, enabling this way much easier and faster report design.

Thus, we have optimized data sources for some reports for the sake of much easier design and maintenance.

Also note that some of reports have only Optimized replicas because otherwise it would be very hard to design and customize them. This is especially true for end-users.

3. How report data source is optimized for Optimized Docentric replicas

To be able to reuse original SSRS report data, Docentric AX Framework fetches the data from SSRS report RDP tables that are filled by SSRS report data provider, and serialize them into XML always in the same manner: each record from a report RDP table becomes an XML element and each field from this table becomes its XML attribute. This XML is called DDSP (Docentric Data Source Package), and both Docentric designer and document rendering engine understand it. Serialization of SSRS RDP tables to DDSP is done by the the default Docentric DSP (Data Source Provider) class called DocDataSourceProviderSrsReporting.

Optimization of report data source means nothing else but creating a custom Docentric DSP class for a particular report, by extending the base DocDataSourceProviderSrsReporting class, and changing (in this inherited class) the default way of report data serialization to the resulting XML (i.e. DDSP). This way the report data source gets reshaped.

Read more about Docentric DSP classes >>

4. What about custom placeholders

A custom Docentric DSP class can also be used for defining custom placeholders that will be available for use in the report print destinations. For example Purchase ID, Vendor Account and Vendor Name are custom placeholders in the case of the Purchase Order report, and you can use them in the Email body, subject or file output name.

Note that from the version 3.0.5, most of the Docentric SSRS replicas provide a certain set of custom placeholders out-of-the-box, which means that they have custom Docentric DSP classes assigned but not necessary data source reshaped (optimized). One such report is Purchase order product receipt (i.e. PurchPackingSlip.Report).

Read more about Custom Placeholders >>

5. How can I add some additional data to my report

Standard approach

If you want to add some additional data to your report, you can do it in the standard way: add new fields to the built-in SSRS report RDP table(s), and implement business logic within the built-in SSRS report data provider class (e.g. PurchPurchaseOrderDP for the Purchase order report). The newly added fields will be visible immediately in the regenerated DDSP file, so you can use them to customize your report further with Docentric designer.

If you use an Optimized replica (that has a custom Docentric DSP class), it can happen that you don’t see the newly added fields in the regenerated report DDSP file. For this situation please see the next question.

Docentric approach

The alternative way of adding additional data to your report is to add them without modifying the built-in SSRS report artifacts (RDP tables, DP class) through the code in a custom Docentric DSP class for this report.
Read all about this technique >>

Docentric approach enables you to add additional data in more flexible and significantly faster way. Also, upgrades of your ERP system regarding customized reports will be smoother and faster if you use this approach, since it doesn’t require modifications of the built-in report artifacts.

Hence, using a custom Docentric DSP class doesn’t mean only optimizing report data source. It also enables much faster development as well as great flexibility regarding data shaping and structuring. For example, using this approach you can easily add a sub-line for each line of a quote, or any other entity. Otherwise, you would need to create and fill an additional RDP table. You can also structure additional (and existing) data into meaningful groups, exclude unnecessary data, etc.

6. Why do I not see my custom data in Optimized replica

If you are using an Optimized replica (that has a custom Docentric DSP class reshaping the report data source), it can happen that you don’t see the custom fields your company has added to the built-in SSRS report RDP tables for customization purposes in the report DDSP file. In other words, you don’t see these fields in the Docentric designer when you load the regenerated DDSP file while customizing the report design (aka Docentric template), starting from its Optimized Docentric replica.

In this case please open the custom DSP class and search for all TODO tasks. One of them will suggest you where and how to handle this issue.

If you cannot solve the issue please contact us at support@docentric.com and we will gladly help you to resolve it.

7. How can I develop a completely new SSRS report

Custom Docentric DSP classes play the main role when developing a custom report from scratch.
Learn about developing custom reports in detail >>

8. How Docentric replicas are connected to improved Print archive

From the version 3.3.0 Docentric improves built-in Print archive by adding features such as viewing of archived reports’ content and print destination settings, e.g. email messages; searching archived reports by report name, document ID (e.g. Invoice ID), source table ID (e.g. Sales/Purchase ID), Customer/Vendor account number, etc.
Learn more about improved Print archive >>

Viewing of an executed report’s print destination settings works out-of-the-box for any report saved to Print archive including those which are using the default DSP class. For all other improved Print archive‘s features in order to work you need to use custom report DSP classes which will set up so called Docentric archive contract.

Docentric replicas’ DSP classes from the version 3.3.0 already contain X++ code that sets up Docentric archive contract.

You can download the newest Docentric AX SSRS Replicas model and compare it with your version to apply those changes. Actually, it’s only few lines of code needed to set up Docentric archive contract.

Learn how to set up Docentric archive contract >>

See also

How to Improve a Print Management SSRS Report Design >>
How to Set Up Reports >>
How to Set Up Report Templates >>
How to Use Placeholders in Print Destinations >>