AX / D365FO – Create a simple SSRS Report based on a Query

First, you need to create a query.

Open Visual Studio as administrator.

From the File menu, select New > Project. Select Dynamics 365 on the left pane. select Finance Operations in the middle pane. Enter ReportingProject in the Name field. Select OK.

In the Solution Explorer, right-click your project node, and then select Add > New Item.

Select Data Model and then select Query.

For the Name field, enter CustTableQry and then select Add.

Open the Application Explorer view, if it is not already open.

In the AOT, open Data Model > Tables, and then select and drag CustTable table to the data source of your query.

In the properties of the QueryRootDataSource FMVehicleModel, set the Dynamic Fields property to Yes.

Select Save all.

Right-click the Project and build (Ctrl+Shift+B).

Now, you will create the report.

In the Solution Explorer, right-click your project node and then select Add > New Item.

Select the Reports node on the left pane and then select Report on the middle pane.

In the Name field, type CustTableReport and then select Add.

Right-click the Datasets node and then select New Data Set.

In Properties, set the Dynamic Filters property to True.

Enter CustTableDS in the Name property.

Select the Query property and then select the ellipsis (…) to view a list of Queries.

On the Select a Query page, select CustTableQry and then select Next.

Select the All Fields check box (or select only the fields you want to show) and then select OK.

Drag and drop CustTableDS from the Datasets node to the Designs node.

Visual Studio will create a Standard formatted layout report.

If you want to change it you can switch in manual mode using the SSRS designer

To do it just right click on AutoDesign1 and press “Create Precision Deign

Here you can modify the layout as you prefer. For example you can add or remove columns

Save all.

Right-click Solution and build (Ctrl+Shift+B).

In the Solution Explorer, right-click FMVehicleModelReport and then select Deploy Reports.

Wait until report deploy is completed

Next, you will create a menu item to run the report.

In the Solution Explorer, right-click your project node and then select Add > New Item.

Select User Interface and then select Output Menu Item.

Name the Output menu item CustTableReport and then select Add.

In menu item properties set :

  • Object Type = SSRSReport
  • Object = CustTableReport

Save all.

Right-click Solution and build (Ctrl+Shift+B).

Finally, you will run the report.

In the Solution explorer, select the CustTableReport Output menu item, and then right-click and select Set as Startup object.

Select Start on the Standard Toolbar in Visual Studio.

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