Use Export to Excel and the Excel Add-in for Dynamics AX to create Reports in Excel

When you have the Dynamics AX Add-In for Excel installed, the Export to Excel function within Dynamics AX automatically links the data table that you exported back to the data within Dynamics AX.  This means that you are able to refresh the data at any time, returning back the latest information without having to re-export from the client.

Once you have created the linked worksheet, you can build your own dashboards and reports from it within Excel and they will always be up to date.