What is Jet Reports and how it works
Jet reports It is a reporting tool that connects directly to Microsoft Dynamics 365 Business Central and allows data to be querying in Excel through dedicated functions. Reports can be built for financial, commercial or operational areas, using existing data in the system. Using Excel provides flexibility in structure, formulas and presentation without altering source data.
Settings required for use
Proper access rights and a stable connection with the Business Central database are required for the correct use of Jet Reports. The structure of the chart of accounts and the correct use of dimensions directly influence the quality of the reports. A consistent configuration of these items contributes to the consistency of the reported information.
Data filtering and selection
Jet Reports allows the application of detailed filters for periods, accounts, sizes or entities. These filters can be saved and reused for recurring reports. Careful selection of criteria reduces the volume of irrelevant data and supports clear analysis, focused on specific objectives.
Choosing relevant data
A useful report starts from defining its purpose. Identifying relevant transactions and relationships between Dynamics 365 Business Central datasets helps build a coherent structure. Understanding how to record data reduces the risk of misinterpretations and supports the accuracy of the results.
Creating custom reports
Reports are built directly into Microsoft Excel by selecting the required data sources and fields. The structure can be adapted to the type of analysis followed, and the formatting remains completely controllable. Checking the results is recommended to confirm the correctness of the information used.
Visual clarity of reports
Presentation influences how data is understood. Well-organized tables, relevant graphs and clear section demarcation support readability. Jet Reports allows you to add navigation elements and explanatory notes, useful for the correct interpretation of the information.
Microsoft Dynamics 365 Business Central, used in conjunction with Jet Reports, provides a stable framework for personal data-based reporting. Through correct configuration, careful filtering and clear structuring, reports can support operational analysis and control without unnecessary complexity.
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