What is Management Reporter? How does it work with Dynamics AX? From a ‘big picture’ perspective, what do you need to know about it?  We will discuss these questions and more in the blog below, which gives an introduction and overview of Management Reporter (MR). I’ve also created a video series offering helpful tips on […]

Jet Reports is a complete reporting tool that connects to databases in Microsoft Dynamics AX, NAV, and GP. More than 137,000 users and 10,000 companies currently use Jet Reports, spanning more than 90 countries. It offers three tiers of functionality: Jet Express (free), Jet Professional, and Jet Enterprise. Jet Professional and Jet Enterprise offer functionality […]

I ran into a scenario where I wanted to filter the dataset of one of the report parameters in an SSRS report in AX. I had a report parameter that had a relation to the DirParty table, so it was returning all records in the DirParty table. I only wanted the sales rep records to […]

When the time came for me to develop my first SSRS report from scratch I ran into something that took a bit to figure out. I wasn’t able to get any of my breakpoints to hit in my data provider class. I couldn’t find anything online to help. Luckily a co-worker of mine was able to give me […]

There are many ways to get data into Microsoft Excel from Dynamics AX 2012 for reporting purposes.  The purpose of this article is to demonstrate quickly what you can do within Excel AFTER the data is in Excel. The request For our purposes, let’s assume that a request has come in to see the distribution […]

*This post was written for Dynamics NAV but the content directly applies to Dynamics 365 for Financials, which is the cloud product based on Dynamics NAV. You may notice some slight differences in the screenshots, but the information and steps are directly applicable to Dynamics 365 for Financials. Many of our customers calculate commissions within Dynamics […]

I recently ran into an issue where my Management Reporter client would hang and crash when exporting or importing building block groups.  All other functionality within MR seemed to be working fine. The MR client would hang once I clicked on Import (or Export) and then clicked on the first set of Row Definitions. The issue ended […]

Many Dynamics AX reports utilize Data Provider classes, so when modifying existing reports or creating new ones, there is often a need to pass information to the DP class from the report controller class. Here is a simple example of how this can be done. In this example, the customer has two menu items on […]

Are you receiving the error: “No connection could be made because the Target machine actively refused it?” When you try to run the same report in SSRS reports site itself you received the error “AX_company name parameter is missing.” This usually indicates that AX and SSRS integration is broken. So, here couple things to check/do: 1) […]

Atlas 6.0 is the latest version of Globe Software’s business intelligence tool, and is very well adopted across the customer channel. At this time, I believe 1 out of every 6 customers on Microsoft Dynamics AX are using Atlas today.  I haven’t officially been trained on Atlas – I’ve tried to join the training multiple times, but […]