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Tag Archives: Reporting

Create reports for Dynamics AX from within Word

Create reports for Dynamics AX from within Word

The Office Add-Ins for Dynamics AX are great, and most people are familiar with the Excel Add-In, but don’t forget about the Word Add-In.  This allows you to create documents that are use data from Dynamics AX, almost like a mail merge, giving you the ability to create custom reports without having to get your IT department involved.

This allows you to create summary documents, or internal reports that you are able to format just like you would any other Word document, and also reuse over and aver again if you need to.

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Create reports instantly with Autoreports

Create reports instantly with Autoreports

Sometimes you need to send someone a copy of all the data that you have on your current screen for reference.  Although you can send them a screen shot, there is a much better option for you which is called an Autoreport.  To create it, all you have to do is press CTRL-P and Dynamics AX will do the rest for you.

Autoreports are great because they will create reports on all of the data that you have in the query regardless of if you have multiple pages, they have hyperlinks back to the main data such as products making drilling into the information easier, and they are more secure since they can be delivered as PDF documents.

Forget the ALT-PRINTSCREEN key combination, and just remember CTRL-P.

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