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Jet Online Add-In Overview

With the Jet Online add-in, you can use Excel online to design and run reports for Jet. Before Jet Online was introduced, you couldn't change data or rerun a report if it was opened in Excel online. If you, for example, received an email with a report, you needed to download the file to your device, change the data, and rerun the report locally. With Jet Online extension, you can change the data online and rerun the report without downloading the file to your PC. You can quickly share the report with other users. In contrast to Jet Reports, Jet Online is available to macOS users, which increases the extension accessibility.

Jet Online Setup Prerequisites

To use Jet Online, you need to:

  • be an existing Jet Reports customer.

  • have an active Jet Reports subscription.

  • have access to Platform and Reports Center.

Jet Online Setup

You can download Jet Online from Microsoft AppSource. After downloading and installing the add-in, it is available in your Excel sheet. You can see the Jet Online tab on the top ribbon.

To be able to use Jet Online, you need to log in to the Platform by following the below steps:

  1. Navigate to Jet Online > User Profile. The Account Session pane opens.

  2. Click the Log in to Platform button. The Login modal appears.

  3. Use your Platform or Reports Center credentials to log in.

You have successfully logged in to the Platform. Continue the Jet Online setup by following the below steps:

  1. Navigate to Jet Online > Settings. The Settings pane opens.

  2. In the Settings pane, you need to select values for the following settings:

    • Data Source: Select one from the data sources already configured in your organization's Reports Center.

    • Company: Companies available from the selected Business Central Cloud data source.

  3. After selecting the values for both options, click Save.

Note: The add-in only works with Business Central Cloud data sources that have been configured in Jet's Reports Center. Reports Center is Jet's cloud platform for uploading, executing, and managing reports. The Jet Online Add-in depends on this platform to handle cloud-based report runs and retrieve completed results.

Jet Online Features

The following items are available under Jet Online tab on the top ribbon:

  • User Profile - Opens the task pane showing the signed-in user's profile and account details. Allows the user to sign out or switch environments if applicable.
  • Design - Activates design mode for the current report. Enables users to insert or modify Jet formulas (for example NL) used to build Jet Reports.
  • Run - Switches the report to run mode and uploads the current workbook to Jet cloud service for asynchronous execution. Once processed, a status update is shown on the Report Status page, where users can open or download the resulting report.
  • Drilldown - Allows users to drill into a specific value (Excel cell) within a Jet Report. This opens a URL in Business Central Cloud in a new browser tab, displaying the underlying data behind the selected value.
  • Report Status - Opens the Report Status page, where users can view the progress and results of previously submitted reports.
  • Access Reports Center - Opens the Jet Reports Center web application in a browser. From there, users can browse, manage, and schedule reports in the cloud.
  • Upload to Reports Center - Uploads the currently open report to Jet cloud, so it can be scheduled, shared, or executed later via the Reports Center.
  • Function Wizard - Launches a step-by-step UI in the task pane to help users create Jet formulas without needing to write them manually.
  • Settings - Opens the add-in's settings panel in the task pane. From here, users can select their data source and company.
  • Help - Opens a new browser tab with the Jet Reports documentation page.

Jet Online Behavior

  • Report results aren't written into the active workbook; instead, completed reports are accessed as separate downloadable Excel files via the Report Status page.
  • After execution, users receive a status update on the Report Status page.
  • Completed reports can be opened in a new browser tab or downloaded as Excel files.
  • Drilldown results open in a new browser tab and display underlying data directly from Business Central Cloud.
  • In Design Mode, Jet functions appear as formulas and placeholder values that help users build reports. This mode is optimized for speed but not guaranteed to show accurate data; run the report to view full results.

Jet Online How-To Guides

In this section, you can find out how to use Jet Online, for example how to build or run reports. how to modify them, and upload them to Reports Center.

Build a Report

To build the report, follow the steps:

  1. In Excel for the web, open a new workbook.

  2. Select a cell from the workbook.

  3. Go to Jet Online tab and click the Function Wizard button on the ribbon.

  4. Select a function.

    Note: Only NL function is supported in Function Wizard currently. Other options are going to be available soon.

  5. Configure the function parameters.

  6. Click Apply.

You have built a report. Now, run the report you just built by following the steps in the Run a Report section.

Run a Report

To run the report, do the following:

  1. Go to the Jet Online tab and click the Run button.

  2. The Report Status task pane will open. You can close the task pane at this point if desired. To return to it later, click the "Report Status" ribbon button: the same task pane will reopen and show the current report execution status. Monitor the process until the report is completed.

  3. Once complete, locate the report entry in the status pane, click the three-dot menu, and select Open in browser.

A new tab will open showing the report's output.

Note: Report options are currently not supported but will be added later in 2025.

Drilldown

To drill into a specific value, do the following:

  1. In the report output generated in the Build a Report section, select the same cell you selected while building the report.

  2. Go to Jet Online tab and click the Drilldown button.

  3. The Report Status task pane will appear. Follow the process until a new browser tab opens.

The new tab will display the Business Central Cloud instance, showing the data behind the selected value.

Modify the Report in Design Mode

To modify the Report in Design Mode, do the following:

  1. Go to the report output generated in the Build a Report scenario.

  2. Go to Jet Online tab and click the Design Mode button.

  3. While in design mode, click the cell with the formula.

  4. Click the Function Wizard button on the ribbon.

  5. Select the function. Values should be auto populated from the function in the wizard.

  6. Modify a value.

  7. Click Apply in the Function Wizard.

  8. Go to Jet Online tab and click Run.

The new report displays the modified value.

Upload to Reports Center

To upload a report to Reports Center, do the following:

  1. Open any Excel workbook containing a Jet report.

  2. Click the Upload to Reports Center button in the ribbon.

  3. The Upload to Reports Center task pane will open. Enter the required values and click Upload.

  4. A confirmation message should appear indicating that the report was successfully uploaded.

  5. Follow the steps in the Access Reports Center section and confirm the uploaded report appears on the Reports page.

You have uploaded the report to the Reports Center.

Access Reports Center

To access the Reports Center, do the following:

  1. Click the Access Reports Center button on the ribbon.

  2. A new browser tab will open and direct you to the Jet Reports Center.

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