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Modify a template with Jet Reports Financials

Easy

How-To Video

Downloading and modifying a Jet Reports Financials sample report

This video provides a quick overview of how to download and modify any of the sample reports available for the Jet Reports Financials extension to Dynamics 365 Business Central.

Step-by-Step

  1. Access the Sample Reports.

    Jet Reports Financials includes a variety of sample reports that we can customize for our organization.

    JRFin_Modify01b.png

    Clicking that button takes us to a list of the available Jet Reports Financials sample reports.

  2. Click the Download button for a report to download it to our system so that we can then open it in Excel.

    JRFin_Modify02.png

  3. In this sample Trial Balance report, we can see that there is some issue causing a #VALUE! error:

    JRFin_Modify03.png

  4. If we select that cell and then click the Check Error button, we see that the sample company name is, of course, different than our company name...

    JRFin_Modify04b.png

    We'll need to change that.

  5. Most sample reports include settings called report options which are configured using special Jet Reports keywords.  When the report is run by clicking the Report button on the Jet ribbon, we have the opportunity to customized these options for our use. We'll change the company name so that it matches what is in our data:

    JRFin_Modify05.png

  6. Now that the company is correct, let's put the report back in to Design mode, so that we can further configure it for our needs.

    Designb.png

  7. We see that this report already has Jet GL() functions to retrieve data from our data source:

    JRFin_Modify06.png

    now we just need to tell it what accounts we want to see.

  8. We can use the Fast Financials feature for that...

    FastFinb.png

  9. First, we'll un-check the box for Amount from the columns we want to add, since we already have functions to retrieve the values.

    JRFin_Modify07.png

  10. Then, we'll select all of our accounts by clicking the first one and then pressing CTRL-A ...

    JRFin_Modify08.png

  11. and drag the accounts over to the Account Number column in the report.

    JRFin_Modify09.png

  12. Next, we'll select the GL() functions in the other columns, and drag them down to the bottom of our report to copy the functions for all of our accounts.

    JRFin_Modify10.png

  13. Once the report is run (to retrieve up-to-date values from our data), we'll have a complete trial balance report customized for our organization:

    JRFin_Modify11.png

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