The following procedures explain how to generate report models and publish them to Reporting Services.

Complete these procedures using your Microsoft Dynamics AX client.

Set the model generation options

Before you can generate and publish report models, you must set model generation options. This includes specifying where the models will be published, and selecting which languages you want to generate models for.

  1. Open the Model Generation Optionsform ( Microsoft Dynamics AXmenu > Tools> Business Intelligence (BI) tools> Report model generation options).

  2. Click the Generaltab.

  3. Select the Log model update eventscheck box if you want to record data about the publishing and updating of models in a log file.

    We recommend that you enable logging for troubleshooting purposes only.

    If you select the Log model update eventscheck box, specify a location to save the log file to.

    Note Note

    If Microsoft Dynamics AX encounters an access-denied error when communicating with Reporting Services, the error will be recorded in the Windows event log, not this log file.


  4. Select whether you want to publish the models to Reporting Services or to a folder.

    • To publish the models to Reporting Services, select the Publish to reporting serveroption.

    • If you want to publish the models to a folder so that you can customize them, select the Save in file folderoption and specify the folder that you want the models saved to.

      You can customize the models with Visual Studio. When you are done customizing the models, you will need to manually publish them to Reporting Services. See the Reporting Services documentation (in SQL Server Books Online) for information about how to manually publish models to Reporting Services.

  5. Click the Contenttab.

  6. From the Default exchange rate companylist, select a company to act as the default exchange rate company.

    All foreign currencies will be converted into the currency used for this company.

  7. Indicate whether you want to hide elements on the report that contain no data.

  8. Indicate whether you want to sort fields on the report by name.

  9. Click the Languagetab.

  10. Select the check box for each language that you want to generate a model for. Then do the following:

    • Specify the server the model will be published to.

    • Select an exchange rate company.

    • Select a reporting currency.

  11. Save your changes and close the form.

Generate and publish the models

Complete the following steps to generate and publish report models.

  1. Open the Update Modelsform ( Microsoft Dynamics AXmenu > Tools> Business Intelligence (BI) tools> Update a report model).

  2. Click the Generaltab.

  3. Indicate if you want to generate models for all languages selected in the Model Generation Optionsform, or only a specific language.

    If you want to generate models for a specific language, select the language from the list.

  4. Click OK.

    The system will look at the list of perspectives in the AOT ( AOT> Data Dictionary> Perspectives) and generate a report model for each perspective that has the Usageproperty set to AdHocReportingor Both.

    The models will be published to Reporting Services, or to a folder, depending on the option that you selected in the Model Generation Optionsform.

Generate and publish models as part of a batch

You can create a batch that will generate and publish models.

The person who runs the batch must be a member of the System Administrator role in Reporting Services, or must have the following permissions in Reporting Services:

  • Execute report definitions

  • Generate events

  • Manage jobs

  • Manage report server properties

  • View report server properties

  • View shared schedules

Complete the following steps to generate and publish models as part of a batch.

  1. Open the Update Modelsform ( Microsoft Dynamics AXmenu > Tools> Business Intelligence (BI) tools> Update a report model).

  2. Click the Batchtab.

  3. Select the Batch processingcheck box.

  4. In the Captionfield, enter a name.

  5. Select a group from the Batch grouplist.

  6. If you want to be the only person who runs this batch, select the Privatecheck box.

  7. Click the Recurrencebutton to specify how often this batch will run.

  8. Click the Alertsbutton to set up alert notifications for this batch.