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Create a document library to store reports

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2

If you are using Microsoft Dynamics AX 2012 R2 or later, and if Microsoft SQL Server Reporting Services is running in SharePoint integrated mode, create a document library in SharePoint to store your reports. Complete this procedure before you deploy the default reports that are included with Microsoft Dynamics AX.

Note

This procedure does not apply to you if you are running Reporting Services in native mode.

Create a document library

Create a document library on your SharePoint site to store reports. For information about how to create a document library, see the SharePoint documentation.

After you create the document library, add Reporting Services content types to the library. For more information, see Add Report Server Content Types to a Library (Reporting Services in SharePoint Integrated Mode) in the SQL Server documentation.

Specify the URL of the document library

After you have created the document library, complete the following procedure to specify the URL of the document library in the Report servers form in Microsoft Dynamics AX.

  1. Open Microsoft Dynamics AX.

  2. Click System administration > Setup > Business intelligence > Reporting Services > Report servers.

  3. In the Configuration ID field, enter a name that identifies the Reporting Services instance and the Application Object Server (AOS) instance that you are connecting.

  4. In the Description field, enter a brief description to help you identify the Reporting Services instance and the AOS instance that you are connecting.

  5. Select the Default configuration check box to make the Reporting Services and AOS instances that are specified in this record the active connection.

  6. On the Reporting Server information tab, enter the following information:

    1. In the Server name field, enter the name of the server that is running Reporting Services.

    2. In the Server instance name field, enter the name of the Reporting Services instance.

      Note

      If you are using Reporting Services 2012 or 2014, enter @Sharepoint.

    3. Leave the Report Manager URL field blank. This field becomes unavailable when you select the SharePoint integrated mode check box in a later step.

    4. In the Web service URL field, enter the URL of the Reporting Services web service.

      • If you are using Reporting Services 2008, the URL is typically http://[SSRSServerName]/ReportServer.

      • If you are using Reporting Services 2012 or 2014, the URL is typically http://[SharePointServerName]/_vti_bin/ReportServer or http:[SharePointServerName]/sites/[SiteName]/_vti_bin/ReportServer.

    5. Select the SharePoint integrated mode check box.

    6. In the Microsoft Dynamics AX report folder field, enter the URL of the document library that you created to store reports.

      For example, suppose that you have created a document library that is named Reports on a SharePoint site that is named Contoso. In this example, the URL is as follows:

      http://[SharePointServerName]/sites/Contoso/Reports

  7. On the Application Object Server information tab, select the name of the AOS instance.