Microsoft Dynamics 365 Business Central is a popular enterprise resource planning (ERP) application used by many sites around the world to keep the accounting, financial, distribution, manufacturing and other business functions running day in and day out. While still available as an on-premises application, it is most commonly implemented under a software-as-a-service (SaaS) model in the Microsoft Azure cloud.
While Business Central includes a number of different reporting tools “out of the box” which cover a number of different reporting needs, they are usually not intended for end-users to quickly and easily modify or they are very limited in scope. To meet different reporting needs, users must therefore learn several reporting tools and run reports from different areas of the system.
There are multiple third-party reporting tools available which allow reports to be generated from Business Central, including Power BI and Jet Reports amongst others. It is the second of these, Jet Reports, which I will be covering in this book.
Jet Reports allows reports to be created from any part of Business Central, allowing users to create both financial and operation reports. In addition, it allows for reports to be created for any extension added to the system.
This book was written using Jet Reports, version 22; some elements may change between versions, more commonly the installation process, but the functions for building reports rarely change so the book should remain mainly accurate as insight Software release further versions.
Who This Book Is For
This book is aimed at Business Central users, partners and consultants who need to improve or standardize reporting from Dynamics 365 Business Central.
This book assumes you have a reasonable understanding of Business Central and Microsoft Excel, including worksheet formula and building workbooks.
The eBook download contains PDF, ePUB, MOBI and AZW3 formats.
What This Book Covers
This book introduces the reporting tool Jet Reports for Business Central, including the installation and configuration of the Excel Add-in, Jet Service Tier and Jet Hub.
The book then moves onto showing the functionality available through the Excel-Addin and how the four available Jet Functions can be used to create reports.
The creation of seven example reports are covered with step-by-step instructions before the report creation tools, which can be used to quickly and easily create reports, are covered.
The final chapter centers on the use of Jet Hub, which provides a web portal for users to run and view reports.
How This Book Is Structured
Chapter 1, Introduction to Jet Reports, introduces Jet Reports and explains what type of reporting for which it can be used.
Chapter 2, Implementing Jet Reports, covers the installation of Jet Reports including the Jet Service Tier and Jet Hub.
Chapter 3, Configuring Jet Reports, shows how to configure Jet Reports once it has been installed.
Chapter 4, Introducing the Excel Add-in, introduces the Excel Add-in and the features available.
Chapter 5, Report Structure, shows how reports can be structured to make maintaining them easier.
Chapter 6, Using the functions in the Excel Add-in, shows how each of the four Jet Functions can be used.
Chapter 7, Creating and using an Options page, covers the creation and use of an options page in reports.
Chapter 8, Create a Summary Trial Balance, steps through the creation of a Summary Trial Balance report.
Chapter 9, Create a Detailed Trial Balance, shows how to make the Summary TB from the previous chapter into a Detailed report.
Chapter 10, Create a Balance Sheet, covers the creation of a formatted Balance Sheet.
Chapter 11, Create an Income Statement, covers the creation of an Income Statement and how to make it an intercompany/consolidated version.
Chapter 12, Create a Sales Invoices by Customers report, covers the creation of an operational report on sales invoices.
Chapter 13, Create a Purchase Order by Vendor Report, shows how to create a report on budgets and actuals while using some more advanced NL functionality.
Chapter 14, Report Creation Tools, introduces the tools which can be used to make creating reports easier.
Chapter 15, Using Jet Hub, shows how users can access Jet Reports via web access and without a local install of Jet Reports.
Chapter 16, Report Distribution, shows how users can schedule or generate reports into Microsoft Word.
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Ian Grieve is the Lead ERP Consultant at ISC Software Solutions Ltd., a Microsoft Partner, VAR and ISV headquartered in the United Kingdom of Great Britain & Northern Ireland and with an office in the Republic of Ireland. He is an Advanced Credentialed Professional in Microsoft Dynamics GP by the Association of Dynamics Professionals and was a MicrosoftÂ® Most Valuable Professional for Microsoft Dynamics GP between 2013 and 2018.
Ian has worked with Microsoft Dynamics GP since 2003 and, over the years since then, has dealt with all aspects of the product life-cycle from presales, to implementation, to technical and functional training, to post go-live support and subsequent upgrades and process reviews.
Ian is the author of Microsoft Dynamics GP 2013 Financial Management, Microsoft Dynamics GP Workflow (first and second editions) and Implementing the Microsoft Dynamics GP Web Client, co-author of Microsoft Dynamics GP 2013 Cookbook and Microsoft Dynamics GP 2016 Cookbook, produced the Microsoft Dynamics GP Techniques online learning course and was the technical reviewer for several Microsoft Dynamics CRM books published by Packt Publishing.
In his spare time, Ian runs the azurecurve|Ramblings of a Dynamics GP Consultant blog dedicated to Microsoft Dynamics GP and related products. In 2017 he launched the azurecurve|Microsoft Dynamics GP Table Reference website.