Auto reports are preconfigured reports that you can generate by clicking the Printicon on a form.

The following sections will help you work with auto reports.

Generate and print an auto report

  1. From a form, click the Printicon on the toolbar.

    The auto report form is displayed.

  2. The data displayed on an auto report is retrieved from the Microsoft Dynamics AX database using a query. You can modify the query, which allows you to filter the data on the report, sort the data, and add more fields to the report.

    To modify the query used for the report, click the Selectbutton.

    In the form that appears, you can:

    • Filter the data displayed on the report. To do so, you will need to enter the range of data that you want displayed on the report.

    • Sort the data.

    • Add more fields to the report. (For an explanation of the fields and options on this form, press F1.)

    Click OKto return to the main auto report form.

  3. To specify how you want to print the report, click the Optionsbutton. You can:

    • Print to the screen.

    • Print to a file.

    • Print to an archive.

    • Print to a printer.

    • E-mail the report.

    Note Note

    ArialUnicodeMS font should be installed and selected in order for PDF rendering to work in Chinese.

    Click OKto return to the main auto report form.

  4. Click OKto generate and print the report.

Customize and save an auto report

  1. From a form, click the Printicon on the toolbar.

    The auto report form is displayed.

  2. Click Modify> New.

    The Autoreport Wizardopens.

  3. The wizard will display names of tables, fields, and methods. If you are more familiar with the system names of tables, fields, and methods (for example, CustTable), than the user interface names (for example, Customer), select the Show system names of tables, fields, and methodscheck box.

    Click Next.

  4. The Report namepage is displayed. Enter a name for the report. Click Next.

  5. The Fieldspage is displayed. Specify which fields should appear on the report. Use the Upand Downbuttons to indicate the order in which they should appear. Click Next.

  6. If the report includes a field that contains real numbers or integers, the Summation on fieldspage is displayed. Specify which fields should contain sum values.

  7. The Report layoutpage is displayed. Select a layout, page orientation, and template. Click Next.

  8. Click Finishto complete the wizard. The auto report form is displayed.

  9. To modify the query used for the report, click the Selectbutton.

    In the form that appears, you can:

    • Filter the data displayed on the report. To do so, you will need to enter the range of data that you want displayed on the report.

    • Sort the data.

    • Add more fields to the report. (For an explanation of the fields and options on this form, press F1.)

    Click OKto return to the main auto report form.

  10. To specify how you want to print the report, click the Optionsbutton. You can:

    • Print to the screen.

    • Print to a file.

    • Print to an archive.

    • Print to a printer.

    • E-mail the report.

    Note Note

    ArialUnicodeMS font should be installed and selected in order for PDF rendering to work in Chinese.

    Click OKto return to the main auto report form.

  11. Click OKto generate and print the report.