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Your First Reports - a user guide


How Do I Get Started?

A common question received from new Jet Professional users is...

"We are signed up for a training class. In the meantime, is there a user guide about how to get started creating reports?"

While this online Knowledgebase (KB) is a large resource for anyone using Jet Professional, for the new user, the very size of the KB can be somewhat daunting.

By the way, if you are interesting training, sample reports, or other resources available to you, click here.


Creating Your First Report(s)

Think of this article as a sort of "Table of Contents" pointing you to some of the the other articles that most apply to the new user who maybe needs to know something about (1) installing, (2) configuring, and/or (3) creating that first report.

For many users, Jet Professional is already installed and configured before they ever need to start.  So, let's save those first two topics for later in this article.  For now, let's look at creating your first report.

 

Wizards

Not everyone thinks, works, or learns in the same same way or wants to create the same type of reports.  Jet Reports realizes this.  As a result, we have created a number of different "wizard" utilities within Jet Professional to help you with creating your reports.  Let's look at these...

 

Table Builder

The Jet Table Builder does just that... it helps you create Excel tables.  Once you have table, you can then use Excel's Pivot Table features to slice and dice the data in that table to create a dazzling quantity of reports.

There is a lot of information about the Table Builder in our KB.  Probably the best place to start is with some videos that walk you through an introduction to the Table Builder and using its simple interface to create some very powerful communication tools.

 

Report Wizard

Sometimes, all the data you want is in a single table in your database.  You can easily create very useful reports from a single table using the Report Wizard.

 

Browser

The Jet Browser lets you use a simple drag-and-drop interface to create your reports.  Unlike the Table Builder [which creates tables for use with Excel's Pivot capabilties, the Browser uses multiple Jet functions to create reports that are more flexible and are used without Pivot tables.

 

Sample Reports

Many people learn best by looking at examples.  Jet Reports provides a number of pre-built reports that are designed on sample data that is readily available from Dynamics NAV, Dynamics GP, or here at Jet Reports.

Available in two styles ( The Jet Report Player for Microsoft Dynamics NAV and the original Jet Report Player), you have access to a great many reports that you can view and refresh.

 

Other Techniques

For those users who prefer a more "hands on" approach, you can create your reports by typing the Jet function by hand, or using the Jet Function Wizard ("Jfx") to help you.

We have a series of five videos that walk you through the process of creating a report using a variety of powerful Jet Professional features.

 

Financial Reporting

Another question we sometimes hear.

"Most of the examples I see are sales reports or inventory reports or customer reports.  I need to create our financial reports.  Is there some information about the Jet Professional GL() function?"
 
Yes, there is.  We've created a couple of videos exploring the GL() function for Dynamics GP and an interactive tutorial to show how to use the GL() function with Dynamics NAV.  Check those out...

 


Installation and Configuration

Maybe Jet Professional has *not* been installed and that's where you need to start.  So, you'll need to be able download, install, and configure Jet Professional.

Regardless of where you are in that process or what type of database you are needing to use with Jet Professional, our Getting Started guide provides a one-stop location for all that information.

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