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Microsoft Dynamics AX 2012 R3 Financial Management

You're reading from   Microsoft Dynamics AX 2012 R3 Financial Management Boost your accounting and financial skills with Microsoft Dynamics AX 2012 R3

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Product type Paperback
Published in Feb 2015
Publisher Packt
ISBN-13 9781784390983
Length 352 pages
Edition 1st Edition
Languages
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Author (1):
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Mohamed Aamer Ala El Din (USD) Mohamed Aamer Ala El Din (USD)
Author Profile Icon Mohamed Aamer Ala El Din (USD)
Mohamed Aamer Ala El Din (USD)
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Toc

Table of Contents (12) Chapters Close

Preface 1. Getting Started with Microsoft Dynamics AX 2012 FREE CHAPTER 2. Understanding the General Ledger 3. Understanding Cash and Bank Management 4. Understanding Accounts Payable 5. Understanding Accounts Receivable 6. Exploring Fixed Assets 7. Functioning of Cash Flow Management 8. Working with Cost Management 9. Exploring Financial Dimensions 10. Exploring Financial Reporting and Analysis Index

Discovering Microsoft Dynamics AX reporting


The following section covers the Microsoft Dynamics AX reporting options. The reporting options are inquiry forms and SSRS reports.

Reporting options

Reporting in Microsoft Dynamics AX can be generated through two approaches, namely inquiry forms and predesigned standard reports, as shown in the following diagram:

Inquiry forms

Inquiry forms are used for fast and easy reporting of transactions where the transactions are listed. Advanced filtration gives the facility to reduce the inquiry results to a number of specific results. If it is required that you show all the transactions, don't identify any filter.

As you can see in the following screenshot of the inquiry form, the advanced filtration and sorting capabilities can be accessed from all Microsoft Dynamics AX 2012 screens by pressing Ctrl + F3:

As you can see in the next screenshot, you can save a query by clicking on the Modify button. Now select Save as and add new tables to a data source in the...

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