Add Report to Role Center

Because the new role center is going to be fundamentally similar to the Accounting Manager role center, this procedure will skip the steps that are involved in adding the same web parts to the new role center that are on the existing webpage. Once that has been completed, the last step is to add the new component to the CAO role center.

1. In Microsoft Dynamics AX, navigate to System Administration >Common > Users > User Profiles.

2. Select the CAO profile and click View role center.

3. Click the Site Actions button, and choose Edit Page. The webpage
will load in Edit mode.

4. Navigate to the Middle Column section.

5. Click on the Add a Web Part button.

6. The Add Web Parts to Middle Column dialog will open. Select the Microsoft Dynamics AX category, Report web part and click Add.

7. The new Microsoft Dynamics AX web part displays in the Middle Column, in its default view. Select the check box in the web part,click the drop-down arrow and select Edit Web Part. The page will reload with the Properties window on the right.

8. In the Properties window, select the report using the Output menu item name, CustomerOpenTransactions.

9. Enter parameters for the From and To dates.

10. Click OK. The role center should reload with the report displayed. 

Regards,
Hossein Karimi