Upload Reports

Ensure to install the Jet Reports extension before uploading reports to the Reports Center.

Upload Reports Using the Reports Center

To upload the reports to the Reports Center using the Reports Center, perform the following:

1. Select the Reports icon. The Reports page is displayed.

2. Select Upload Report. The Upload Report window is displayed.

   Select any of the following options:

   • Single Report: Upload a single Excel report.

   • Multiple Reports: Upload multiple Excel reports simultaneously using a ZIP file.

    

3. If you have selected the Single Report option, provide the following details and select Upload:

    

   1. Connection: Select the data source connection to which the report belongs.

   2. Company: Select the required company associated with the selected connection.

   3. Name: Provide a name for the report you want to upload.

   4. Description: Provide a description for the report you want to upload.

   5. File(s): Browse and select the required .xlsx file from the file explorer.

    

4. If you have selected the Multiple Reports option, provide the following details and select Upload Multiple.

    

   Important:

   Multi-upload requirements:

   • The file must be in ZIP format and contain Excel reports (.xlsx) only.

   • Report names will be derived from the file names.

   • Descriptions will be empty by default and can be added after the upload.

    

   1. Connection: Select the data source connection to which the reports belong.

   2. Company: Select the required company associated with the selected connection.

   3. File(s): Browse and select a ZIP file containing the Excel reports (.xlsx).

    

Upload Reports Using the Jet Excel add-in

To upload reports to the Reports Center using the Jet Excel add-in, perform the following:

1. Go to the Jet ribbon and select Upload to Reports Center. The Upload report to Jet Online window is displayed.

   

2. Provide the following details and click Upload.

   

   • Report name: Enter a name for the report.
   • Data Source: Specify the connection name as it appears in the Reports Center.
   • Company: Select the company associated with the report.
   • Description (optional): Add an optional description for the report.

   Note: The folder selection option is disabled. Reports uploaded from the Jet Report Excel Add-in are automatically placed in the root folder for Reports.

3. After the upload is successful, click View Report to open your browser and navigate directly to the Reports page in the Reports Center, where you can see your uploaded report.