This article describes how end Users can easily and quickly build their own reports using the Edit in Grid view within Microsoft Dynamics AX.
Originally published in Q3 2017 D365UG/AXUG Magazine
Having Users perform their own reporting has been a dream on both sides of the organization. The IT group doesn’t particularly like creating reports for Users when they could be spending their time on cooler projects, and Users don’t particularly like waiting for IT to create the reports that they need to track the data because it’s never quite what they wanted, and it also takes so long to get (because of the first reason) that it’s usually outdated. If only there was a solution…
Well, there is. There are so many tools built into Microsoft Dynamics AX as well as the productivity tools like Excel and Word that enable Users to easily create their own reports themselves without having to get the IT group involved. Everybody wins! Here’s how:
Use Edit in Grid as Your Reporting Worksheet
Most of the list pages within Microsoft Dynamics AX have a second version which is called the Edit in Grid view. This is a great way to have a master reporting form for Users and not clutter up the main list page with the extra fields that they may need to report off.
To access the Edit in Grid view within the All Sales Orders view, just click on the Edit in Grid button within the Maintain group of the Sales Order ribbon bar.
This will open a new grid form that shows you a little more information.
Summary
Using the Edit in Grid view is like a list page behind the list pages, and it’s great to know that it’s there. You can keep the main list page clean with just the information that you need to find things on a daily basis, but use the Edit in Grid view as your reporting worksheet.
