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Upload Reports to Jet Hub

Beginner

Overview

Jet Hub provides a manageable repository for your organization’s reports. 

All of your users can run and see reports directly from their web browser, regardless of whether they have Excel and the Jet add-in installed.

Note: This information applies to Jet Reports versions 2018R2 and higher. For earlier versions, see Publishing Reports to the Jet Web Portal .

How-To Video

Uploading Reports to Jet Hub

This video provides a step-by-step overview of using Web Hub and uploading reports to Jet Hub.

The Jet Reports ribbon within Excel provides the ability to upload your reports to Jet Hub.

To access your data source, such as NAV, GP, Cubes, Jet Data Warehouse, or a Universal connection, you must define the settings in the Jet Administration Console and configure the Jet Excel add-in jet to use the Jet Service Tierfor accessing those settings.

Once you have designed your report with the Jet Excel add-in and want to share it with others, you are ready to upload it.

01b_Report.png

To upload reports to Jet Hub, perform the following:

  1. Click the Upload button available on the Jet ribbon.

    If prompted to save your report, click Yes. The Upload Report window is displayed.

  2. Provide the following information and click Upload.

    • Name: Indicates the name for the report.

    • Data Source:Indicates the data source to use for the report,

    • Company: Indicates the company within the data source to use for the report.

    • Folder: Indicates the folder in Jet Hub where you want to place the report.

    • Description: Indicates the description for the report.

    04b_Upload.png

Publishing Reports to Jet Hub

Note: This information applies to Jet Reports versions 2017 through 2018.

  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

  2. You will be asked if this is a new or existing report and to provide a name and description for your report.

    If this is the first time you are publishing this specific report, select Publish as a new report

    If you have published this report before and want to update the version that is currently stored in Jet Hub, select Overwrite an existing report and then select the name of the current report that is already available in the Web Interface.

    After entering all the required information, click Publish.

You have now uploaded your report and that report is now available to you in Jet Hub where you can Run the Report

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