In my previous post I showed how to create and deploy report. At that time I just manually browsed the SSRS website to find the report.

However, the typical way a user will launch a report is from the AX client (or from the AX Enterprise Portal web site)

In this example, I’ll show how to create a menu item that launches the report so that users can easily get to the report.

 

Create a new Menu Item

Launch Dynamics AX 2009 client

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Open the AOT

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In the AOT, expand the Menu Items node

right-click on Output and select New Menu Item

You’ll see a new menu item with a default name (called “MenuItem1” in this example)

Right-click on the new menu item and select Properties

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The Properties window for that menu item will appear

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Change the Name field to “DemoCustomersReport”

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Select the Label field and click the ellipsis button

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The Label Editor dialog will launch

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(this step assumes you already created a label file)

Select the Setup tab

And pick which label file to use (in this case I already created one called “ABC”)

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Go back to the Label tab

Click the New Icon

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A new row will appear in the list

In the Label column enter “Demo Customers Report”

Click the Save icon

Click Paste label

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The dialog will close and you’ll see the label has now been set in the properties window

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Select the Object Type field

Click the drop-down and select SQLReportLibraryReport

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Select the Object field

Click the drop-down and select “DemoReportsLibrary.DemoReportCustomers”

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Close the properties dialog

and click the Save icon in the AOT

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Collapse the Menu Items node

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Now show the menu item in the UI

Expand the Menus node

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Expand the AOT > Menus > Invent

Right-click on the Reports node and select New Menu Item

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A new menu item will appear in the reports node. It will receive a default name “Menu Item” in this example

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Right-click on it and select Properties

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The Properties window will appear

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Change the MenuItemType field to Output

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Change the MenuItemName field to “DemoCustomersReport”

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Close the Properties window

Click the Save Icon to save all the changes in the AOT

And then close the AOT

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Try it out

Restart the AX client

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Go to the Inventory Management module

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The new menu is visible

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Click it and the report launches

(in this example, I haven’t configured everything correctly and instead of showing “Demo Customers Report” it shows “@ABC1” – I’ll correct this in the post later)

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