Monday, July 16, 2018

Add a Report to a Role Center Page

The Microsoft Dynamics AX report web part is used to display reports in Role
Centers and the Enterprise Portal. There are two options for Role Center
modifications: a user-specific personalization, called the Personal Version, or a
modification by the administrator, called the Shared Version, that can be viewed
by all users with that role center profile.
When the Role Center is displayed as the Home page in the Microsoft Dynamics
AX client, the user can make personal modifications to the role center for their
own use only. To do that, the user clicks "Personalize this page". This displays
the SharePoint personal version of the page. In the Infolog Web Part, a message
informs the user that "You are editing the Personal Version of this page". The
user can click "Add a Web Part" to add a new report web part to any region of
the page.
When the Role Center is displayed in the Enterprise Portal, an administrator can
click "Site Actions" and select "Edit Page". This displays the SharePoint shared
version of the page. The Administrator can click "Add a Web Part" to add a new
report web part to any region of the page.
In both cases, there is a region displayed that is labeled "Categories" that contains
a link to the "Microsoft Dynamics AX" web parts. When that link is selected, the
adjacent "Web Parts" region, displays all the options available. Use the right
arrow to scroll down through the list to find the Report web part. In the "About
the Web Part" region, the drop-down list labeled "Add Web Part to:" allows the
user to select the region of the page. Click the
Add button.
The following step show how to choose the specific report to display for the web
part:


1. Under the label "Microsoft Dynamics AX report" a message is
displayed providing an instruction. Click on the unlabeled down
arrow in the upper-right above the message. Choose "Edit Web Part"
if you are editing the Shared View. Choose "Edit My Web Part" if
you are editing a Personal View. This displays the properties pane as
a vertical pane in the rightmost part of the SharePoint page.


2. In the properties of the web part, choose the desired report from the
list displayed under "Select a report".


3. If the SSRS report uses parameters, you can see what parameter
values can be set for the report under the "Report parameters" section
of the properties.


4. Under the Report toolbar section of the properties, you can specify
the Toolbar Size property to indicate whether a toolbar should be
displayed for the web part.


5. Under the "Appearance" section of the properties, enter an
appropriate title for the report. This title will be displayed in the
Microsoft Dynamics AX Report Server Report web part.


6. Set the Width and Height properties to the desired values.
 

Best Regards,
Hossein Karimi

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