Adding reports to the role center
The analysis or the consolidation reports are usually used by those higher up in the organization, and it will be easier for them if these analysis reports are visible in their integrated role center dashboard. This recipe will discuss how any report can be added to the role center page.
How to do it…
Deploy a report and create a menu item for the report. In this case, we will use the PktColumnChartReport from Create ColumnChartReport. Give the menu item a label, Year To Year Sales Order Report.
Open the role center page that you wish to edit and click on the Personalize this page option at the right corner. This opens a view that can be edited.
Click on Add a web Part.
A screen listing all the categories and web parts will appear. Select Microsoft Dynamics AX from the category and Report from the Web Part. Click Add:
This adds the web part; the web part must be configured. Select the drop down box at the upper right corner, and then select Edit My Web Part:...
