SSRS Report Examples

Example 1

Report Name	Number of workers
Report ID	HcmNumberOfWorkersReport.Report
Demonstrates	How to use a built-in SSRS report as Docentric report How to override (only) report design No extra data is added to the report data source How to use labels to create a multilingual report See the Walkthrough for the similar example. Learn here how to use labels with Docentric reports.
Location	Menu: Company/Human resources/Reports/Workers Menu item: Number of workers
Data Source Provider	DocDataSourceProviderSrsReporting class (the default SSRS DSP class)
Design Template Step by Step Tutorial	Example 4: Number of Workers Report
Setup Screenshots
AX artifacts DDSP file Template document	Download resources Read instructions >>

Example 2

Report Name	Birthdays
Report ID	HcmBirthday.Report
Demonstrates	How to use a built-in SSRS report as Docentric report How to add extra data to a report data source in case this is not a pre-processing report How to use more than one template per report How to dynamically switch selected print destination and (default) template How to suppress success message after report execution How to extend the GeneralData data section in report data source See the Walkthrough for this example.
Location	Menu: Company/Human resources/Reports/Workers Menu item: Birthdays
Data Source Provider	DocHcmBirthdayReportDsProvider class (a custom SSRS DSP class)
Design Template Step by Step Tutorial	See the tutorials: Example 1: HCM Birthday Report and Example 2: HCM Birthday Report with Grouping
Setup Screenshots
AX artifacts DDSP file Template document	Download resources Read instructions >>

Example 3

Report Name	Purchase order
Report ID	PurchPurchaseOrder.Report
Demonstrates	How to use a built-in Print Management SSRS report as Docentric report How to append additional data fields to a report data source How to completely reshape a report data source in case of pre-processing report See the Walkthrough for this example. Learn here on how to add additional data or exclude unnecessary data fields from each row from a particular RDP temporary table.
Location	Navigate to Company/Procurement and sourcing/Common/Purchase orders. Open the All Purchase Orders list page. Click on the Purchase action pane tab. Open the Purchase order confirmations form by clicking the button from the Journals button group. Click one of the Preview/Print buttons.
Data Source Provider	DocDataSourceProviderSrsReporting class the default (base) SSRS DSP class PurchPurchaseOrderReportDsProvider class a custom SSRS DSP class which appends additional data to the report data source PurchPurchaseOrderReportDsProvider_Alt class a custom SSRS DSP class which adds additional data to the purchase order header data record PurchPurchaseOrderReportDsProv_Reshape class a custom SSRS DSP class which reshapes the report data source and adds additional data
Design Template Step by Step Tutorial	Example 3: Purchase Order Print Management Report
Setup Screenshots
AX artifacts DDSP file Template document	Download resources Read instructions >>

Example 4

Report Name	Purchase order product receipt
Report ID	PurchPackingSlip.Report
Demonstrates	How to use a built-in Print Management SSRS report as Docentric report How to exclude unnecessary data fields from each row from a particular RDP (report data provider) temporary table How to add additional data to each row of a particular RDP temporary table See the Walkthrough for the similar example. Learn here on how to add additional data or exclude unnecessary data fields from each row from a particular RDP temporary table.
Location	Navigate to Company/Procurement and sourcing/Common/Purchase orders. Open the All Purchase Orders list page. Click on the Receive action pane tab. Open the Product receipt journal form by clicking the Product receipt button from the Journals button group. Click one of the Preview/Print buttons.
Data Source Provider	PurchPackingSlipReportDsProvider class (a custom SSRS DSP class)
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 5

Report Name	Customer invoice Free text invoice Sales order confirmation Sales order packing slip Collection letter note Sales/Purchase agreement confirmation
Report ID	SalesInvoice.Report FreeTextInvoice.Report SalesConfirm.Report SalesPackingSlip.Report CustCollectionJour.Report AgreementConfirmation.Report
Demonstrates	How to improve only the design of the most frequent Sales Print Management SSRS reports by using the default (base) DSP provider for Docentric SSRS reports. See the Walkthrough for the similar example. Learn here on how to add additional data or exclude unnecessary data fields from each row from a particular RDP temporary table.
Location	Navigate to Company/Accounts receivable/Common/Sales orders. Open the All Sales Orders list page. Click on the Sell/Pick and pack/Invoice action pane tab. For each of these reports open the appropriate form and click the appropriate buttons, e.g. for Customer Invoice click on the Invoice action pane tab and open the Posting invoice form by clicking the Invoice button from the Generate button group.
Data Source Provider	DocDataSourceProviderSrsReporting class (the default SSRS DSP class)
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 6

Report Name	Docentric SSRS report developed from scratch
Report ID	DocDummySSRSReport.Report
Demonstrates	How to develop a custom SSRS report from scratch and use it as Docentric report How to avoid completely RDP (report data provider) temporary tables How to write a custom SSRS DSP (data source provider) class See the Walkthrough for this example.
Location	Open the report dialog form by opening the DocDummySSRSReport report menu item from the AX client development workspace.
Data Source Provider	DocDummySSRSDP class (a custom SSRS DSP class)
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 7

Report Name	Product labels
Report ID	RetailLabel.A4Landscape3X5_ItemReport
Demonstrates	How to print labels using Docentric AX How to use dynamic barcodes on Docentric templates Additionally, for AX 2012 R2: How to add additional data to each row of a particular RDP temporary table How to extend the Parameters data section in report data source How to override and use the preRunGenerateDS() method of the base DSP class See the Walkthrough for this example.
Location	Menu: Company/Retail/Periodic/Bar codes and labels Menu item: Print product labels
Data Source Provider	DocDataSourceProviderSrsReporting class the default (base) SSRS DSP class; use it for AX 2012 R3. RetailLabelA4Landscape3X5_ItemDsProv_R2 class a custom SSRS DSP class to be used with AX 2012 R2; it adds the ItemBarCodeNum field to the report data source. This field contains the product barcode number, not the barcode number encoded string. In AX 2012 R3 the ItemBarCodeNum field already exists in the report DS.
Design Template Step by Step Tutorial	See the Label design in MS Word with Docentric AX designer tutorial.
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 the provided AX artifacts related to the example.
3. Navigate to the Company/System administration/Area page/Setup/Docentric AX/Reporting menu and open the Reports form.

You can proceed to the next 4. - 7. steps, or you can use the Import functionality to import the report meta data (the provided XML file) that can be found in the downloaded example resources.

4. Create a new Docentric SSRS report by clicking the New SRS report button, selecting SSRS report name and Report design name (Report ID) that the example refers to.

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 please copy the corresponding template(s) to a folder which is a subfolder of Default file system storage. For a test purpose you can use any folder on a local disk. In case you choose SharePoint as Template storage type please upload the corresponding template(s) to SharePoint library which is set as Default SharePoint storage (or to any other).

Templates for Docentric reports can be stored on the file system (e.g. shared folders/network drives) or on a SharePoint document library. Ensure that AOS has READ access to these locations.
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.

The default report template storage location can be set in the Company/System administration/Setup/Docentric AX/Reporting -> Reporting parameters form.

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.

7. Activate the report by setting the Is active (SRS only) flag. Set Data source provider class if a custom SSRS DSP class is introduced for the example (check the Data Source Provider column in the table above). Otherwise, leave the default DSP class for Docentric SSRS reports. Also, revalidate the report by clicking the Validate button.

8. Navigate to the report location (check the Location column in the table above) and test the example.

The DDSP file - report data source package file - is provided in case you want to make a template for the report from scratch. Actually, the design process of a report template can be a completely separated task performed only by using MS Word with Docentric AX Template Designer installed (Add-In for MS Word) and the report DDSP file.

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.

Don’t forget to set up the print archive for Docentric Reports in order to test report archiving.

9. To set up document types for archiving or attaching Docentric reports, click the Document types for archiving reports menu item. Alternatively you can click the Document types menu item to open the built-in general form for managing document types.

10. 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.

There are two archiving document types that apply to both Docentric SSRS and Basic reports: DOCFile and DOCReport. DOCFile is a Document type responsible for attaching report output files to an underlying entity, in case that File has been selected as a print destination with the Save to attachments flag set to true. DOCReport is a Document type responsible for archiving reports, i.e. for saving reports to Print archive.

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 SSRS Reports chapter to build an example on your own, using the examples given here as a reference.

CONTENTS

SSRS Report Examples

IN THIS ARTICLE

Example 1

Example 2

Example 3

Example 4

Example 5

Example 6

Example 7

Instructions

See also

IN THIS ARTICLE