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Extracting reports from AOT

  • 1.  Extracting reports from AOT

    TOP CONTRIBUTOR
    Posted 13 days ago
    Please guide me how to extract data for reports from AOT

    Since most of the reports are not possible to extract from front end or the out of box reports.

    I am trying to extract data for Projects with following columns to validate
    -Project ID (parent and child)
    -Project Description
    -Project stage
    -financial dimensions: Department, location, project

    there is one report out of box but its not extracting Financial dimensions, although the option to select dimension is there

    Please advise

    Thanks and kinds regards

    ------------------------------
    Nazim Lalji
    Dynamics AX Analyst

    ------------------------------


  • 2.  RE: Extracting reports from AOT

    Posted 12 days ago
    Hi Nazim

    I do Not know how to pull that from AOT.
    But I am using a tool called Atlas for that.

    That gives me access to all prod data in real time.
    And a lot of tables are already pre linked in the user interface.

    So you can easily build your Reports with a few clicks. Any data. from any part of ax / d365.

    Setting it up took us a few days only.
    It works as excel adding.

    cheers

    Carsten

    ------------------------------
    Carsten Schoenberg
    FITPRO SOLUTIONS
    Hamburg
    ------------------------------



  • 3.  RE: Extracting reports from AOT

    TOP CONTRIBUTOR
    Posted 12 days ago
    HI Carsten

    Would you mind sharing the steps or screen shots. I have  access to ATLAS, but never designed. Would be good start on ATLAS

    Please feel free to share if you have link to any ATLAS training videos

    Thanks and kind regards


    ------------------------------
    Nazim Lalji
    Dynamics AX Analyst

    ------------------------------



  • 4.  RE: Extracting reports from AOT

    Posted 12 days ago
    Hi Nazim

    lucky coincidence.
    This is a link to the reporting manual. Based on ATLAS Version 6.0

    https://www.globalsoftwareinc.com/sites/default/files/us_atlas_6.0_ax2012_-_trainee_workbook_-_intro_-_reporting_system.pdf

    In case the manual does not help you just let me know. I would be happy to give you a short intro via skype if you like.
    When I started with that tool some years ago I found it hard to start without some guidance. 
    Just let me know. Happy to help.

    Regarding Videos
    I have not yet found so many tutorials or YouTube or similar for ATLAS. But I am building a community / "FAN PAGE" website right now for that tool. Trying to share knowledge, Templates & experiences.

    The ATLAS "Fan page" will go live the next days. Feel free to have a look later.
    ATLAS Business Intelligence for Microsoft Dynamics365 and AX2012
    atlas-reporting remove preview
    ATLAS Business Intelligence for Microsoft Dynamics365 and AX2012
    FITPRO Solutions presents the ultimate source of information and material for ATLAS. The Business Intelligence Excel addin by insightsoftware provides real time data access & upload tools for Microsoft Dynamics365, AX2012 and AX2009. All data - all companies - one place - real time
    View this on atlas-reporting >




    Since I would like to build some more templates for that website I could use one of your requirements to create an example.
    Would have to know details.

    Cheers

    Carsten


    ------------------------------
    Carsten Schoenberg
    FITPRO SOLUTIONS
    Hamburg
    ------------------------------



  • 5.  RE: Extracting reports from AOT

    TOP CONTRIBUTOR
    Posted 12 days ago
    Thank you so much for the Trainee workbook resources, let me look into this and definitely I will require your assistance for over view

    The other 2 web links:
    ATLAS Business Intelligence for Microsoft Dynamics365 and AX2012
    View this on atlas-reporting >

    Keep asking password
    Guest Area
    Please enter the password below.
    Password
    PLEASE ASSIT/ ADVISE

    Thats very nice of you for building the Community for ATLAS, will be very much help

    For Project template, currently I have only this requirement and feel free to add in template collection

    I am receiving reporting requirement frequently those I can share with you to add in ATLAS template

    The next requirement which I have: vendor, Number of PO and invoice in $:
    Date : range like 1.1.19 to 3.31.19
    Company: more then 10  prefer V look up)
    Vendor ID and name
    Number of PO
    Total amount of invoice

    Thanks and kind regards

    ------------------------------
    Nazim Lalji
    Dynamics AX Analyst
    Nazim Lalji
    Los Angeles CA
    ------------------------------



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