Jet Reports and its role in financial reporting
Jet Reports works as an extension for Microsoft Excel and allows direct connection to Microsoft Dynamics 365 Business Central. The data is taken from the system without manual exports, and the update of reports is done by refreshing the file. This approach reduces the risk of errors and shortens the time needed to prepare financial reports.
The tool is frequently used for accounting reporting, operational analysis and monitoring of financial indicators, without requiring complex custom developments.
Frequently used functionalities in Jet Reports
Jet Reports provides dedicated features for data extraction, field selection, and application of filters directly in Excel. Integrated assistants support the configuration of reports, and their structure can be easily adapted according to the analysis needs.
Reports can be scheduled for periodic updates, and their distribution can be done automatically. Filtering and sorting options allow detailed analysis of financial values and quick identification of relevant variations.
Analysis and interpretation of financial data
Data retrieved through Jet Reports can be analyzed using standard Microsoft Excel functions, such as pivot tables, formulas, and graphical representations. These tools allow comparing the results between periods, evaluating developments and tracking important financial indicators.
By correctly structuring the data and applying the appropriate filters, the analysis becomes clearer, and the interpretation of the information is based on updated and verifiable values.
Types of financial reports used
Jet Reports is used to generate reports such as the balance sheet, income and expense status, or cash flow reports, using data from Microsoft Business Central. The structure of these reports can be adapted according to the internal analysis requirements.
Sales reports can highlight performance on products, customers or periods, and liquidity ones provide a clear picture of financial availability and planned payments.
Integration with other data sources
Jet Reports can include data from multiple sources, to the extent that they are accessible through Microsoft Excel or through organization-configured connections. This possibility allows the centralization of financial information in a single set of reports.
Using a unitary analysis structure supports data correlation and reduces discrepancies between different reporting sources.
Practices for effective use
Predefined templates can be used as a starting point for recurring reports. Automating update and distribution reduces repetitive activities, and keeping reports in a clear structure supports periodic analysis.
The constant updating of the tool and the use of detailing functions allow the maintenance of a coherent financial reporting adapted to the needs of control and analysis.
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