Dynamics AX 2009: Launching an SSRS report from the Dynamics AX client UI

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

Open the AOT

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

The Properties window for that menu item will appear

Change the Name field to “DemoCustomersReport”

Select the Label field and click the ellipsis button

The Label Editor dialog will launch

(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”)

Go back to the Label tab

Click the New Icon

A new row will appear in the list

In the Label column enter “Demo Customers Report”

Click the Save icon

Click Paste label

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

Select the Object Type field

Click the drop-down and select SQLReportLibraryReport

Select the Object field

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

Close the properties dialog

and click the Save icon in the AOT

Collapse the Menu Items node

 

Now show the menu item in the UI

Expand the Menus node

Expand the AOT > Menus > Invent

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

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

Right-click on it and select Properties

The Properties window will appear

Change the MenuItemType field to Output

Change the MenuItemName field to “DemoCustomersReport”

Close the Properties window

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

And then close the AOT

 

Try it out

Restart the AX client

Go to the Inventory Management module

The new menu is visible

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)