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Publishing Reports to the Jet Web Portal


Beginner

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Overview

The Jet Web Portal provides a manageable repository for your organization’s reports.  All your users – whether they have Excel and the Jet add-in installed or not – can run and view reports directly from their web browser.

This information applies to Jet Professional 2017 through 2018.  For more recent versions, see Uploading Reports to the Jet Web Portal.

How-To Video

 
Publishing Reports to the Jet Web Portal

This video provides a step-by-step overview of Publishing a report to the Jet Web Portal and how to use the Web Portal.

Publishing to the Web Portal

The Jet Professional ribbon within Excel provides the ability to publish your reports to the Jet Web Portal.

In order for both the Excel add-in and the Jet Web Portal to access your data source (be it NAV, GP, Jet Enterprise Cubes, Jet Data Warehouse, or a Universal connection), the settings for that data source must be defined in the Jet Administration Console and the Jet Professional Excel add-in must be configured to use the Jet Service Tier for accessing those settings.

Once you have designed your report with Jet Professional...

01b_Report.png

and want to share it with others, you are ready to publish it.

  1. Place the report in Design mode by clicking the Design button on the Jet ribbon, and then click the Publish button...

    02b_Publish.png
    and want to share it with others, you are ready to publish it.
  2. You will be asked if this is a new or existing report and to provide a name and description for your report...

    03b_Publish.png

    If this is the first time you are publishing this specific report, you will most likely want to
    select Publish as a new report.  If you have published this report before and want to
    update the version that is currently stored in the Jet Web Portal, you can choose
    Overwrite an existing report and then select the name of the current report that is
    already available in the Web Interface.

    Once all the information on this screen is correct, click the Publish button..

That's all there is to it!

You have now published your report and that report is now available to you in the Jet Web Portal where you can Run the Report.

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