An Introduction to Jet Reports

Jet Reports is a solution to end those reporting woes, a complete business intelligence weapon for your arsenal. Users can enjoy and thrive in the familiar ... AboutUs ContactUs   AnIntroductiontoJetReports LearnthebasicsofJetReportswithourweeklyvideotutorials WelcometoourSeasonsofKnowledge,wherewehopetoimpartourwisdomwithyouthroughtheformofJetReports,aDynamicsNAVandBusinessCentraladd-onforMicrosoftExcelthatreportsondatainyourERPsolution.Oneofourresidentexperts,ChrisSymonds,willbeleadingthesessionsforbeginnersaswediscoverthepossibilitieswithinoneofourfavouriteproductsforreportingwithDynamicsNAVandDynamics365BusinessCentral. JetReportsisasolutiontoendthosereportingwoes,acompletebusinessintelligenceweaponforyourarsenal.UserscanenjoyandthriveinthefamiliarenvironmentofExcel,withallofthefunctionsandfeaturesthey'vealwaysusedinadditiontoJet'spowerfulbenefits.ItistheperfecttooltouseforreportingondatawithinyourERPsolution,asitwasbuiltspecificallyforDynamicsNAVandBusinessCentralintegration! Wewillbeaddingeachepisodeoftheseriestothisblogsomakesureyoucheckbackeveryweekforyourdoseofreporting! JetReports101:EpisodeOne   InEpisodeOne,ChrisshowsyouthetoolsavailableinJetReportsandexplainsthewayinwhichwewillbeutilisingthemgoingforward.TherichfunctionalitywithinJetReportsrevealsendlesspossibilities-solongasyouunderstandhowtousetherighttoolfortherightjob!We'llbelookingattoolssuchastheReportWizard,theNL,NF,NPandGLfunctions,connectingadatasourceandmuchmore. JetReports101:EpisodeTwo   EpisodeTwoconsistsofthepowerfulBrowsertool,coveringwhatitscapabilitiesare,howthefunctionswithinitworkandhowyoumightwanttouseittofurtheryourreportingskills.Inourexample,wewillusetheBrowsertocreateacustomerreportshowing'BalanceDue'usinglivedatafedfromyourDynamicsNAVorBusinessCentralsystem. JetReports101:EpisodeThree   GetcomfyandgetreadyforEpisodeThreeofourJetReportsseries!Thisweek,Chrisleadsyouthroughaddingfurthercomplexitytoyourreport.Thisincludeshowtopullthroughcustomersandalloftheopeninvoicesassociatedwiththem,allusingthepowerfulFunctionWizard.UtilisethepowerofthedatawithinyourDynamicsNAVorBusinessCentralsystemandvisualiseitinacolourcodedreport. JetReports101:EpisodeFour   ThepenultimateepisodeofourfivepartseriesonJetReportsishere!We'llbebuildinganentirelynewreportbasedoninventorylevels-allcreatedusingtheJetReportWizard.Learnhowtoutiliseatablewithinyourdatasource,choosethefieldsyouwanttoincludeandorganisethem,filteronthedata,groupwherenecessaryandsorttheresults. Wealsolookathowtoformatyourreporttomakeiteasiertodecipherasareportviewer.Makesureyoukeepaneyeoutforhowyoucangiveareportviewertheabilitytoviewthereportindifferentwayse.g.allowingtheviewertoselectwhichitemcategorycodetheywanttoview.Itwillsaveyoualotoftimeandgivestheviewermorecontroloverwhattheysee! JetReports101:EpisodeFive   Ourfinalepisodebringstogetheralloftheskillsyou'velearnt.WithsometipsandtricksfromChris,includinghowtoeasilyidentifyhiddencolumnsandmakingreportsclearerforviewersusingspacing,thisepisodeisagreatwaytoimproveyourefficiencywithJetReports. Weaddlocationsforallofouritems,thencreatecolumnsforthetotalunitcostateachlocation.Thisisalldonewithaverysmallamountofeffort,asJetautomaticallycreateslocationsforeverynewvalueitfindsinyoursystem.ThismeansthatanynewlocationaddedintoyourDynamicsNAV/BusinessCentralsystemwillbebroughtintothereportautomaticallywhenthereportisrun.Smart! TheJetReports101seriesisnowcomplete;wehopeyouenjoyeditandlearntlotsofpracticalexamplestotakebacktoyourbusiness!YoucanfollowusonTwitterandLinkedIntoseemoregreattips,videosandresourcespostedrightintoyourfeed!  Writtenby BethWalters BethisMediaProductionEditoratTNP.Havingstudiedfilmandtelevisionatuniversity,Beth'sdreamwasalwaystomakemovies.Whentheopportunitycametomakewonderful,crazydreamscometolifeintheformoftheNAVtivityandBCRhapsody(someoftheTNPbackcatalogue),shesnatcheditup.AnavidvideogameplayerandloverofManchesterUnited,Bethspendsmostofhertimeoutsideofworkprayingthatherfavouritefootballteamdidn'tloseagain...andshehopesthisbiodoesn'tagegracefully! Recentposts SpotlightonourTNPstars!AnalyticsConsultantJordanMitchell TheBusinessCaseForYourBusinessCentralUpgrade TNPareanLSCentralDiamondPartner! GetInTouch Newbury:+44(0)2083289814 Manchester:+44(0)1617300118 Support:+44(0)2083289818 E:[email protected] Connect Followusonsocialmediatokeepuptodatewithourlatestnewsandevents.      ContactUs NewsletterSignUp ©CopyrightTheNAVPeople2022 TermsofUse PrivacyPolicy CookiePolicy