SSRS Report Examples
Example 1
Report Name | Number of workers |
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Report ID | HcmNumberOfWorkersReport.Report |
Demonstrates |
See the Walkthrough for the similar example. |
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 |
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AX artifacts DDSP file Template document |
Download resources Read instructions >> |
Example 2
Report Name | Birthdays |
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Report ID | HcmBirthday.Report |
Demonstrates |
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 |
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AX artifacts DDSP file Template document |
Download resources Read instructions >> |
Example 3
Report Name | Purchase order |
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Report ID | PurchPurchaseOrder.Report |
Demonstrates |
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 |
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Design Template Step by Step Tutorial | Example 3: Purchase Order Print Management Report |
Setup Screenshots |
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AX artifacts DDSP file Template document |
Download resources Read instructions >> |
Example 4
Report Name | Purchase order product receipt |
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Report ID | PurchPackingSlip.Report |
Demonstrates |
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 |
|
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Report ID |
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Demonstrates |
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 |
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Report ID | DocDummySSRSReport.Report |
Demonstrates |
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 |
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Report ID | RetailLabel.A4Landscape3X5_ItemReport |
Demonstrates |
Additionally, for AX 2012 R2:
See the Walkthrough for this example. |
Location |
Menu: Company/Retail/Periodic/Bar codes and labels Menu item: Print product labels |
Data Source Provider |
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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.
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).
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.
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.
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.
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.
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.
See also
Basic Report Examples >>
Document Template Library Examples >>
How to Design Templates with Docentric AX Template Designer >>
How to Write a Data Source Provider Class >>