How to Set Up Document Types for Archiving Reports

The goal of this tutorial is to show how to setup Document types for archiving reports. These parameters should be set up right after installation in order to make both Docentric SSRS and Basic reports work.

Navigate to Company/System administration/Area page and under the Setup section you will see the Docentric AX menu. The Document management submenu refers to Docentric Document Libraries and the Reporting submenu refers to management of both Docentric SSRS and Basic reports.

Click the Document management parameters menu item. On the form you can edit the default Archive directory. This is directory where Docentric reports are archived if no Archive directory on the archiving document types is set.

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 the 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.

In order to set archiving document types click on the Reporting -> Document Types for Archiving Reports menu item.

Supported archive locations for the DOCFile document type are:

  • Archive directory
  • Database
  • SharePoint

Supported archive location for the DOCReport document type are:

  • Archive directory
  • Database
  • SharePoint

See also

How to Set Up Reports >>
Print Management SSRS Report Examples >>
How to Set Up Word Templates >>
Docentric Word Templates >>