Basic Report Examples
Example 1
Report ID | PrintSalesOrder |
---|---|
Description | Print a selected sales order. |
Demonstrates |
This is the simplest example you can to start with. It shows:
In the Walkthrough for this example you can learn how to develop, update and test Basic reports step by step. You can test/run this report by opening the report menu item. |
AX Basic Report Artifacts | |
Design Template Step by Step Tutorial | Explore Template Examples Step by Step tutorials. |
Setup Screenshots | |
AX artifacts DDSP file Template document |
Download resources Read instructions >> |
Example 2
Report ID | PrintPurchOrder |
---|---|
Description | Print a purchase order from the Purchase orders list page. |
Demonstrates |
NOTE: See the similar example Walkthrough here. You can test/run this report only in the context of the Purchase Orders list page. |
AX Basic Report Artifacts |
Joint project for PrintPurchOrder and PrintPurchOrderList reports. |
Design Template Step by Step Tutorial | See the tutorial: Example 5: Purchase Order Report |
Setup Screenshots | |
AX artifacts DDSP file Template document |
Download resources Read instructions >> |
Example 3
Report ID | PrintPurchOrderList |
---|---|
Description | Print a list of purchase orders selected using report parameters. |
Demonstrates |
NOTE: See the similar example Walkthrough here. You can test/run the report by opening the report menu item. |
AX Basic Report Artifacts |
Joint project for PrintPurchOrder and PrintPurchOrderList reports. |
Design Template Step by Step Tutorial | Explore Template Examples Step by Step tutorials. |
Setup Screenshots | |
AX artifacts DDSP file Template document |
Download resources Read instructions >> |
Instructions
In order to run an example, please do the following:
1. Make sure that you have installed Docentric AX Framework.
2. Import provided AX artifacts related to the example.
All other reports you can test/run simply by opening the report menu item.
3. Navigate to the Company/System administration/Area page/Setup/Docentric AX/Reporting menu and open the Reports form.
4. Create a new Docentric Basic report by clicking the New Basic report button, selecting Print report class and Data source provider class that the example refers to. Report ID is automatically set by selecting Print report class.
5. You can decide to use a different Template storage type than the one used in the example (you can see this on the Setup Screenshots). In case you select File system as Template storage type copy the corresponding template(s) to a folder which is a subfolder of Default file system storage. For the test purposes you can use any folder on a local disk. In case you choose SharePoint as Template storage type upload the corresponding template(s) to the SharePoint library which is set as the Default SharePoint storage (or to any other).
Also, if you want to enable end users to design the templates directly on their file location, you need to ensure that end users have WRITE access to the templates as well.
6. Add the template(s) to the report by clicking the Add button on the Reports form and select the template document on the Report template form. Afterwards, revalidate the report by clicking the Validate button.
7. Run/test the report by opening the corresponding menu item. You can do this by selecting the menu item and click CTRL+O. Only in case of the PrintPurchOrder report you have to run/test it from the menu item(s) placed on the Purchase Orders list page, i.e. Data source of the report menu item should be set to the PurchTable table.
Nevertheless, once you registered the report with Docentric Report Setup, you can generate a new DDSP file with the different report sample data and preview languages.
8. To set up document types for archiving or attaching Docentric reports, click the Document types for archiving reports menu item.
9. Set up the DocReport and DocFile document types in a regular way, e.g. as you would manage the built-in SRSReport or File document type.
By default, DOCFile is self-created by cloning the File built-in document type whereas DocReport is copied from SRSReport, a document type responsible for archiving built-in SSRS reports.
You can also follow step-by-step tutorials from Docentric Basic Reports chapter to build an example on your own, using the examples given here as a reference.
See also
SSRS Report Examples >>
Document Template Library Examples >>
How to design templates with Docentric AX Template Designer >>
How to Write a Data Source Provider Class >>