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Jet Reports 2018 R2 New Features

Tuesday 17th Jul 2018Tuesday 2nd Oct 2018 Ian Grieve3 minute read0 comment

I wrote a blog post on Implementing Jet Reports earlier this year. While I was mid-series a new version of Jet Reports was released, Jet Reports 2018 R2.

Jet Reports published a blog post on the new features and there are some quite nice ones included.

Run Reports directly from your Windows Desktop – Run your reports without even starting Excel; just right-click and the new task tray app will let you know when your report is ready.
Run Reports in the Background within Excel – No need to wait for your report before you can start using Excel as you can run your report in the background and continue working with your other Excel files.
Updated Jet Ribbon and Windows within Excel – The Jet ribbon has been updated and the entire user interface has been refreshed to be more consistent.
Several items have been rearranged to be easier to find and other related items have been grouped together for a cleaner experience; all configuration settings have been combined under a single button and the run options have also been consolidated.

In an effort to better explain what they do, the Refresh and Report buttons have been renamed to Run and Run from Cache, respectively.

Details on all of the changes are available on the Jet Reports blog.

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Implementing Jet Enterprise: Implementing Jet Professional

Wednesday 13th Jun 2018Wednesday 13th Jun 2018 Ian Grieve2 minute read0 comment

This post is part of a series of posts on implementing Jet Reports and is part of the Jet Enterprise sub-series.

No, the title is not a mistake. When you purchase Jet Enterprise, you also get a licence for Jet Professional. This ensures you get the full reporting capability available from Jet Reports. It also means that as well as following my series on Implementing Jet Enterprise, you should also follow the series on Implementing Jet Professional.

In the last post, on the Jet Enterprise sample reports, I said you could use the reports for both Jet Professional and Jet Enterprise, but forgot to say how. The how is because you have access to Jet Professional if you install it.

Click to show/hide the Implementing Jet Enterprise Series Index

Implementing Jet Enterprise
Prerequisites
Installation
Create Project Repository
Create Project
Connection Manager
Deploy and Execute the Project
Deploy and Execute OLAP Cubes
Connect Microsoft Excel to the Jet Enterprise Cubes
Set Cubes to Automatically Update
Create Event Log Notification for Execution Packages
Create Execution Package
Test Execution Package
Schedule Execution Package
Sample Reports
Implementing Jet Professional

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Implementing Jet Professional: Assigning Designers

Wednesday 16th May 2018Friday 16th Nov 2018 Ian Grieve2 minute read1 Comment

This post is part of a series of posts on implementing Jet Reports and is part of the Jet Professional sub-series.

With Jet Professional installed and users added as viewers, Jet Professional can be used for reporting, as I showed in the post on the sample reports. However, no reports can be designed until the organisation has assigned designer licences in the Jet Reports Licensing Portal.

When your organisation signed up with Jet Reports, one user will have been created as a an administrator who has access to the licensing portal; this user can create additional administrators for this organisation as well as creating designers.

To create a designer, navigate to the Jet Reports Licensing Portal‘> and log in using the email address/Microsoft ID of an administrator account.

When you log in, you’ll be presented with the License List:

Continue reading “Implementing Jet Professional: Assigning Designers”

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Implementing Jet Professional: Sample Reports

Tuesday 15th May 2018Thursday 3rd May 2018 Ian Grieve1 minute read2 Comments

This post is part of a series of posts on implementing Jet Reports and is part of the Jet Professional sub-series.

Jet Reports have made a number of sample reports for Microsoft Dynamics GP available for download. Navigate to the page, and click on the Microsoft Dynamics GP Report Templates image:

Download Microsoft Dynamics GP Report Templates

On the next page, enter your details and click the Access Resource button.

The download contains sample reports for both Jet Professional and Jet Enterprise; only the former are usable with Jet Professional.

Continue reading “Implementing Jet Professional: Sample Reports”

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Implementing Jet Professional: Client Installation

Monday 14th May 2018Thursday 3rd May 2018 Ian Grieve1 minute read1 Comment

This post is part of a series of posts on implementing Jet Reports and is part of the Jet Professional sub-series.

With the Jet Professional server components installed and configured, the next step is to install the Jet Professional client component.

Start the setup utility and enter the Activation Code received from Jet Reports when your order was processed. Click Next to proceed:

Continue reading “Implementing Jet Professional: Client Installation”

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Implementing Jet Professional: Server Configuration

Friday 11th May 2018Thursday 3rd May 2018 Ian Grieve1 minute read0 comment

This post is part of a series of posts on implementing Jet Reports and is part of the Jet Professional sub-series.

In the last post, I stepped through the installation of the Jet Reports server components; once this has been completed, the next step is to configure the Jet Service Tier via the Jet Administration Console which is accessible via the Windows Start menu in the Jet Reports folder.

Continue reading “Implementing Jet Professional: Server Configuration”

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Implementing Jet Professional: Server Installation

Thursday 10th May 2018Thursday 3rd May 2018 Ian Grieve1 minute read2 Comments

This post is part of a series of posts on implementing Jet Reports and is part of the Jet Professional sub-series.

While Jet Express is a client only installation, there is an optional server component which can be installed for Jet professional; this is the Service Tier which allows for the sharing of Microsoft Dynamics GP connections. For this series, I am going to be installing the Service Tier.

Before installing Jet Professional, you need to purchase a licence through your Microsoft Dynamics GP partner.

To install Jet Professional, download the software from Jet Reports:

Internet Explorer - Download Jet Reports Software

Continue reading “Implementing Jet Professional: Server Installation”

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Implementing Jet Professional: Prerequisites

Wednesday 9th May 2018Sunday 24th Oct 2021 Ian Grieve3 minute read2 Comments

This post is part of a series of posts on implementing Jet Reports and is part of the Jet Professional sub-series.

Over the last couple of posts, I’ve been taking a look at Jet Express, which is the lowest tier of Jet Reports. The next tier, is Jet Professional, formerly known as Jet Essentials, which is a much more flexible and capable reporting tool.

Before installing Jet Professional, there are some prerequisites for both the server and client components:

Database Connection
- Microsoft Dynamics GP version 9 or later
- Microsoft SQL Server 2005 or later**
- OLE or ODBC compliant database
Excel Addin
- Prerequisites
  - Microsoft .Net Framework 4.5, including ‘ADOMD.NET for SQL Server 2005’ (which can be downloaded from Microsoft)
- Hardware (minimum)
  - Processor: 1.4GH
  - RAM: 2GB
  - Disk space: 2GB
- Operating System
  - Microsoft Windows Server 2016
  - Microsoft Windows Server 2012 and 2012 R2
  - Microsoft Windows Server 2008 SP2
  - Microsoft Windows 10
  - Microsoft Windows 8.0 and 8.1
  - Microsoft Windows 7 SP1
  - Microsoft Windows Vista SP2
- Microsoft Office
  - Microsoft Office 365 (2013-2016 Desktop Edition Only)**
  - Microsoft Office 2010 – 2016 *
  - Microsoft Office 2007
* Jet Reports recommends that only one installation of MS Office be present. Jet Reports cannot support installations where multiple copies of MS Office are installed.
** Includes both 32-bit and 64-bit versions, if applicable.

Click to show/hide the Implementing Jet Professional Series Index

Implementing Jet Professional
Prerequisites
Server Installation
Server Configuration
Client Installation
Deploying Jet Views
Sample Reports
Assigning Designers

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Implementing Jet Professional: Series Index

Tuesday 8th May 2018Thursday 3rd May 2018 Ian Grieve1 minute read6 Comments

This post is part of a series of posts on Jet Reports. As I said in the series index for the overall series on Implementing jet Reports, I am doing sub-series for each of the versions of Jet Reports.

This is the series index for implementing Jet Professional which is the middle tier of the software and suitable for businesses with more complex financial and non-financial reporting requirements.

Continue reading “Implementing Jet Professional: Series Index”

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Implementing Jet Reports: Differences Between Versions of Jet Reports

Tuesday 1st May 2018Saturday 28th Apr 2018 Ian Grieve2 minute read0 comment

There are three versions of Jet Reports available for Microsoft Dynamics GP. Jet Reports was founded in 2002 and is headquartered in Portland, Oregon, USA and has a presence around the world, including here in the United Kingdom.

The three versions of Jet Reports are:

Jet Express for Excel – an extension included with Microsoft Dynamics GP gives users a simple way to create basic reports and business queries inside Excel.
Jet Professional – fast, flexible financial and business reporting inside Microsoft Excel.
Jet Enterprise – corporate analytics and reporting, anywhere.

There is a product comparison sheet available from Jet Reports which shows the differing capabilities of the three versions.

As mentioned in the series index, I am going to run through the implementation of all three versions, but my recommendation would be to look to the Professional and Enterprise versions for your reporting needs rather than the Express edition; unless your requirements are very simple (no requirements for dashboards, scheduling, security, multi-company) then Jet Express will not be sufficient.