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Jet Reports Report Designer Training
About the Jet Reports Training Course
Course overview
SECTION 1: The Basics
1.1: Intro to Jet Reports and the Jet Hub (5:01)
1.2: Tour of the Jet Ribbon (3:38)
SECTION 2: Report Design Tools
2.1: Report Wizard - Create grouped report from a single table (6:01)
2.2: Fast Financials - Quickly create a financial report [For NAV/BC only] (4:05)
2.3: Browser - Explore tables and fields, set Favorites, create simple list reports (11:54)
2.4: Snippets - Save parts of a report for reuse (5:53)
SECTION 3: Jet Functions Explained
3.1: NL Function basics - Query any field from any table (7:33)
3.2: GL Function - GL reporting [For NAV/BC only] (5:51)
3.3: NF Function and NL keys - Create record lists and add fields (4:26)
3.4: NP Function - Utilities (2:47)
3.5: Help sections (1:40)
SECTION 4: Report Design Tools - Table Builder
4.1: Table Builder - Basics (Create Excel Table from a detailed table with references to other tables) (7:50)
4.2: Table Builder - Fields and formulas (Add and customise) (3:54)
4.3: Table Builder - Create summary tables (Report off a summary table with Sum Fields from associated detailed tables) (7:32)
SECTION 5: Report Development Walk-throughs
5.1: Walk-through - Simple GL Profit and Loss (8:38)
5.2: Walk-through - Create a multi-level grouped report (15:49)
SECTION 6: The Jet Hub
6.1: Jet Hub tour - Users (4:45)
6.2: Jet Hub tour - Admins (8:14)
SECTION 7: Word Export
7.1: Create a Word Export (3:55)
7.2: Word Export - Formatted example (Statutory Accounts) (2:19)
7.3: Word Export - Formatting secrets (4:17)
SECTION 8: General Topics
8.1: Using Favorite tables and fields (2:21)
8.2: Set up Report Options (4:15)
8.3: Special characters in Jet Functions (1:30)
SECTION 9: Dynamics NAV and Business Central (BC) Specific Topics
9.1: Working with Dimensions in NAV/BC (4:22)
9.2: Working with FlowFields and FlowFilters in NAV/BC (6:47)
9.3: Multi-company reporting in NAV/BC (6:06)
9.4: Making use of Accounting Periods in NAV/BC (2:14)
SECTION 9A: Dynamics GP Specific Topics
GL Function [For Dynamics GP only] (6:46)
SECTION 10: Scheduling Reports
10.1: Scheduler - Excel Add-in vs Jet Hub (3:21)
10.2: Scheduling reports in the Excel Add-in (8:26) (8:25)
10.3: Advanced scheduling with the Excel Add-in (Batching, conditional emailing) (5:55)
SECTION 11: Performance Tips
11.1: About batch optimisation (and latency) (2:48)
11.2: How to optimise a report for batch optimisation (2:53)
11.3: Using XLOOKUP as an alternative to multiple NL Functions (2:09)
What affects performance?
About keys and indexes
SECTION 12: Advanced Topics
12.1: Creating lists from multiple detailed tables (2:08)
12.2: Using hyperlinks to navigate within reports (1:04)
12.3: Stored User Data (5:24)
SECTION 13: Useful Excel Topics which Help with Jet
13.1: Manual calculations - Quick toggle (0:53)
13.2: Dates - EOMONTH, DATE, YEAR, DAY, MONTH
13.3: Formatting - TEXT, MID, LEFT, RIGHT, CONCATENATE
SECTION 14: Assets (Reports etc)
Reports
Snippets
Table Builder queries
Common FlowFields and FlowFilters
Favourite tables and fields - All of the commonly used tables and fields
SECTION 15: Monthly Customer Education Webinars
Jet Reports performance tips (64:26)
Budgeting and forecasting options
13.1: Manual calculations - Quick toggle
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