Development Matters Blog

Subscription on Custom Microsoft Dynamics AX Reports
Note: This is not supported by Microsoft

1. Select one custom report or standard Microsoft Dynamics AX report without analytical (OLAP ) data.

2. Save Credentials which will be used for Report execution. You need to set this on Report-Properties – Data Sources:

a) Make sure to use Connect using Credentials stored securely in report server.
b) Enter user name and password under which this report will be executed (Note: please use DOMAIN\username format).
c) Select checkbox “Use as Windows credentials when connecting to the data source”.
d) Click Apply.

3. Create a shared folder in which you will save the file with your subscription:

You will need to give rights to users which can be set up on the Subscription tab so that users can write files to the folder.
After you have shared folder try to access that folder in format: \\\

4. On the opened report, select option Subscriptions on the top level bar:

5. Create a new subscription or edit existing one:

6. Setup report delivery options:

a) In Delivered by list select Windows File Share option.
b) Enter the name of the file which you are going to deliver.
c) Check the box to add the file extension on delivered file.
Define the path where the file is going to be delivered. Note: Please use UNC path for this in example: \\\
d) Chose format type in which the file will be delivered.
e) Enter the credentials for the user which will execute this report and will have enough rights to write that file to selected location. Please refer to point 3.
f) Select desired Overwrite option.
g) Setup Subscription Processing option.
a. Create schedule

h) Make sure that you have Report parameters value according to this: subscriptions do not maintain the default company. Uncheck the “Use Default” in the AX_CompanyName parameter and set the Company name.
i) Click OK to close page (You could be asked to confirm password entered in point e))

If you are using Management Reporter with Microsoft Dynamics GP Provider (GP Provider), it is possible that you have encountered an issue with the GP Provider wizard not displaying the list of your GP system databases. The server name is good, your credentials are valid, but still, the list of GP system databases is empty.

Here is the trick. GP Provider has a DYNAMICS database filter built-it. In other words, if your GP system database is not named DYNAMICS, or if it does not contain DYNAMICS within its name, GP Provider will filter it out and you won’t be able to proceed. Keep in mind DYNAMICS should be in all capital letters.