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Your First Reports - a user guide
Your First Reports - a user guide Beginner How Do I Get Started? A common question received from new Jet Reports users is... "We are signed up for a training class. In the meantime, is there a user guide about how to get started creating reports?" While the searchable knowledgebase (KB) section of our online Help Center is a tremendous resource for anyone usi...
Table Builder and NL("Table")
Table Builder and NL("Table")Related Articles... Overview The Jet ReportsTable Builder helps you to insert an NL("Table") function in your workbook. This creates an Excel table (from one or more database tables) which can be used as the basis for pivot tables and charts. For more in-depth information about using the Table Builder feature, please see these video tutorials: T...
Editing a Table with Table Builder
Editing a Table with Table Builder Beginner This feature is available when using Table Builder with Jet Reports (this feature is not available in Jet Basics). Related Articles... Overview When using the Jet Table Builder, you have the option to save a template of the table you are creating. This template can then be re-opened later, should you wish to edit the structure of y...
The Report Wizard
The Report Wizard The article refers to Jet Reports version 2019 and higher.  Older versions will appear slightly differently. Related Articles... Overview You can easily create an entire report from a single table in your database using the Report Wizard, accessible from the Report Wizard button on the Jet ribbon. Using the Wizard The first step is to select...
Create a Word-based report with Export to Word
Create a Word-based report with Export to Word This feature is available in Jet Reports 2019R2 and higher Overview To help automate the process of getting information out of our ERP system and including that information in existing or new MS Word documents, Jet Reports includes the Export to Word feature. For our example, let's assume we want to create an Account St...
Create a Pivot Table from Jet Reports
Create a Pivot Table from Jet ReportsRelated Articles... Overview PivotTables and PivotCharts can be extremely useful tools for analyzing data. Pivot tables can be created from Jet replicating functions [i.e., NL("Rows"), NL("Columns")] or from an NL("Table") function. Here are a few hints for using these useful Excel features with your Jet Reports. Using Replicating ...
Jet Browser Drop-down Functions
Jet Browser Drop-down Functions The Jet Browser includes various dropdown settings which determine how the Browser functions: Lists here are the results you can expect, depending upon which settings you choose and whether you drag-and-drop a single table, a single field, or multiple fields: KeywordDrop TableDrop Single FieldDrop Multiple FieldsCount Creates an NL(Count) function...
Jet Reports Snippets
Jet Reports SnippetsHelp Topics... Overview Jet ReportsSnippets are small, reusable report parts that can be shared between Jet Reports users. How-To Video Using Jet Reports Snippets This video provides a step by step overview of creating and using Jet Reports Snippets Snippets Creating a Snippet To create a snippet, open the Snippet tool. H...
Using the Jet Browser in Jet Reports
Using the Jet Browser in Jet ReportsRelated Articles... Overview The Jet Browser provides an easy-to-use interface for report designers to utilize advanced searching and drag-and-drop functionality to create reports. The Browser also allows you to select tables and fields as "favorites". For Dynamics NAV data sources, you can see additional table and field information in t...
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