Forecloud Technologies Pvt. Ltd. - How to create Jet Reports for Dynamics 365 NAV/BC

Introduction:

In this blog post, we will guide you through the process of creating a JET report in excel.

Pre-requisites

Before getting started, ensure the following are set up:

1. Jet Reports installed on your system.
2. Access to a Microsoft Dynamics NAV or Business Central server.

Introduction:

For many businesses using Microsoft Dynamics NAV or Business Central, reporting can be a time-consuming and error-prone process. That’s where Jet Reports comes in—an Excel-based reporting solution that pulls real-time data directly from your ERP system, allowing you to create powerful, refreshable reports without writing a single line of code.

Step 1: Open the Report Wizard

In Excel, navigate to the Jet ribbon tab and select Report Wizard. This tool guides you step-by-step through creating a basic report.

Step 2: Select a Table

Choose the table from your NAV or Business Central data source that contains the data you want to report on. For example, Customer Table

Step 3: Choose Fields

After selecting the table, pick the fields (columns) you want to include in your report.

Step 4: Add Filters, Groups, and Sorting

Click Next, and you’ll be prompted to:

1. Add Filters
2. Group Data
3. Sort Results

These options help your report to show only the relevant data, in the desired format.

Step 5: Generate the Report

Once your fields, filters, and sorting options are selected, Jet will insert the report layout directly into your Excel sheet.

Step 6: Run Report

Click on run button to run the report

Conclusion:

In this guide, we’ve walked you through the steps for creating Jet report in Excel for Microsoft Dynamics 365 NAV/Business Central