Having users perform their own reporting has been a dream on both sides of the organization. The IT group don’t particularly like creating reports for the users when they could be spending their time on cooler projects, and users don’t particularly like waiting for IT to create the reports that they need to track the data because it’s never quite what they wanted, and also takes so long to get (because of the first reason) that it’s usually out-of-date. If only there was a solution…
Well there is, because there are so many tools built into Dynamics AX and also the productivity tools like Excel and Word that the users can easily create their own reports themselves without having to get the IT group involved. Everybody wins!
In this series we will show you how the users can do just that, it’s so easy that they may not even realize that they are creating reports.
Use Edit in Grid as your Reporting Worksheet
Most of the list pages within Dynamics AX have a second version which is called the Edit in Grid view. This is a great way to have a master reporting form for the users and not clutter up the main list page with the extra fields that they may need to report off.
To access the Edit in Grid view within the All Sales Orders view, just click on the Edit in Grid button within the Maintain group of the Sales Order ribbon bar.
This will open up a new grid form that shows you a little more information.
Using the Edit in Grid view is like a list page behind the list pages, and it’s great to know that it’s there. You can keep the main list page clean with just the information that you need to find things on a day to day basis, but use the Edit in Grid view as your reporting worksheet.
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About The Author
Murray Fife is a Technical Solution Professional at Microsoft and Author of over 25 books on Microsoft Dynamics AX including the Bare Bones Configuration Guide Series which contains over 15 books that show novice users host to set up Dynamics AX using visual walkthroughs. These guides start off with the Financial modules of Dynamics AX and then progress through the Operational, Distribution, and then the more specialized modules like production, service management, and project accounting. You can find all of his books on Amazon (www.amazon.com/author/murrayfife) and also even more on the independent BSP (www.blindsquirrelpublishing.com) site.
Murray is also the curator of the Dynamics AX Companions (www.dynamicsaxcompanions.com) site which he built from the ground up as a resource for all of the Dynamics AX community where you can find walkthroughs and blueprints that he created since first being introduced to the Dynamics AX product.
Throughout his 25+ years of experience in the software industry he has worked in many different roles during his career, including as a developer, an implementation consultant, a trainer and a demo guy within the partner channel which gives him a great understanding of the requirements for both customers and partners perspective.
He is also a great supporter of the Dynamics AX community and has hosted scores webinars for the AX User Group (www.axug.com) and MS Dynamics World (www.msdynamicsworld.com), and has speaks at Microsoft Convergence and AXUG Summit conferences regularly.