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(CHN) Summarized general ledger (report)

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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

Generate a report that displays a summary of selected ledger accounts during a specified time period.

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 account

Select the first account in the list of accounts to include on the report.

To account

Select the last account in the list of accounts to include on the report.

Fiscal year

Select the fiscal year for the report.

Period name

Select the period within the selected fiscal year to use for calculating 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

LedgerSummarizedGL_CN

Location of report in the AOT

Forms\LedgerSummarizedGL_CN

Menu item of the report

LedgerSummarizedGL_CN

Navigation to the report

Click General ledger > Inquiries > Summarized general ledger.

Where the data in this report comes from

The data on this report comes from the following sources:

  • TmpSummarizeGL_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).