Exercise - Create and deploy a report

  • 20 minutes

This exercise uses the standard demo data set available in finance and operations apps.

First, you need to create a query.

  1. Open Visual Studio as administrator.
  2. From the File menu, select New > Project. Select the Finance Operations template in the middle pane or by searching for it. Enter ReportingProject in the Name field. Select OK.
  3. In the Solution Explorer, right-click your project node, and then select Add > New Item.
  4. Select Data Model and then select Query.
  5. For the Name field, enter FMVehicleModelQuery and then select Add.
  6. Open the Application Explorer view, if it is not already open.
  7. In the AOT, open Data Model > Tables, and then select and drag FMVehicleModel table to the data source of your query.
  8. In the properties of the QueryRootDataSource FMVehicleModel, set the Dynamic Fields property to Yes.
  9. Select Save all.
  10. Right-click the Project and build (Ctrl+Shift+B).

Now, you will create the report.

  1. In the Solution Explorer, right-click your project node and then select Add > New Item.
  2. Select the Reports node on the left pane and then select Report on the middle pane.
  3. In the Name field, type FMVehicleModelReport and then select Add.
  4. Right-click the Datasets node and then select New Data Set.
  5. In Properties, set the Dynamic Filters property to True.
  6. Enter FMVehicleModelDS in the Name property.
  7. Select the Query property and then select the ellipsis (...) to view a list of Queries.
  8. On the Select a Query page, select FMVehicleModelQuery and then select Next.
  9. Select the All Fields check box and then select OK.
  10. Drag and drop FMVehicleModelDS from the Datasets node to the Designs node.
  11. On the Designs node, expand the newly created AutoDesign1.
  12. Expand the FMVehicleModelDSTable1.
  13. On the Datasets node, expand the FMVehicleModelDS.
  14. Expand the Fields node if it is not already expanded.
  15. Drag and drop Make_Make from the Fields node to Designs > AutoDesign1 > FMVehicleModelDSTable1 > Groupings.
  16. Save all.
  17. Right-click Solution and build (Ctrl+Shift+B).
  18. In the Solution Explorer, right-click FMVehicleModelReport and then select Deploy Reports.

Next, you will create a menu item to run the report.

  1. In the Solution Explorer, right-click your project node and then select Add > New Item.
  2. Select User Interface and then select Output Menu Item.
  3. Name the Output menu item FMVehicleModelReport and then select Add.
  4. Drag the FMVehicleModelReport report from the Solution explorer onto the Menu Item that you just created.
  5. Save all.
  6. Right-click Solution and build (Ctrl+Shift+B).

Finally, you will run the report.

  1. In the Solution explorer, select the FMVehicleModelReport Output menu item, and then right-click and select Set as Startup object.
  2. Select Start on the Standard Toolbar in Visual Studio.