(CHN) Customer balance by profile (China) (report)

  • Makale

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

Generate and print a report that displays customer balances for each posting profile. For example, the report displays customer balances by General or by Prepayment.

How to filter the data on this report

When you generate this report, the following default parameters are displayed. You can use these parameters to filter the data that will be displayed on the report. For more information, see Filter the data on a report.

Field

Description

From period

Select the start date for the report based on the selected period.

To period

Select the end date for the report based on the selected period.

From posting profile:

Select the starting value for posting profile inclusion on the report.

To posting profile:

Select the end point for posting profile inclusion on the report.

How to work with reports

The following topics explain how to print a report and how to filter and sort the data on a report.

Details of this report

The following table explains where to find the report in the Application Object Tree (AOT) and how to navigate to the report in the Microsoft Dynamics AX client.

Detail

Description

Name of report in the AOT

CustBalanceByProfile_CN

Location of report in the AOT

SSRS Reports\Reports\CustBalanceByProfile_CN

Menu item of the report

CustBalanceByProfile_CN

Navigation to the report

Click Accounts receivable > Reports > Reports (China) > Customer balance by profiles (China).

Where the data in this report comes from

The data on this report comes from the following sources:

  • CustBalanceByProfileTmp_CN

If you are a developer, you can learn more about where the data on a report comes from by using the following procedure.

  1. Open the AOT.

  2. Locate the report in the SSRS Reports\Reports node.

  3. Right-click the report and click Add-Ins > Cross-reference > Using (instant view).