Implementing Jet Professional: Assigning Designers

Jet ReportsThis post is part of a series of posts on implementing Jet Reports and is part of the Jet Professional sub-series.

With Jet Professional installed and users added as viewers, Jet Professional can be used for reporting, as I showed in the post on the sample reports. However, no reports can be designed until the organisation has assigned designer licences in the Jet Reports Licensing Portal.

When your organisation signed up with Jet Reports, one user will have been created as a an administrator who has access to the licensing portal; this user can create additional administrators for this organisation as well as creating designers.

To create a designer, navigate to the Jet Reports Licensing Portal‘> and log in using the email address/Microsoft ID of an administrator account.

When you log in, you’ll be presented with the License List:

Licensing Portal

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Implementing Jet Professional: Sample Reports

Jet ReportsThis post is part of a series of posts on implementing Jet Reports and is part of the Jet Professional sub-series.

Jet Reports have made a number of sample reports for Microsoft Dynamics GP available for download. Navigate to the page, and click on the Microsoft Dynamics GP Report Templates image:

Download Microsoft Dynamics GP Report Templates

On the next page, enter your details and click the Access Resource button.

The download contains sample reports for both Jet Professional and Jet Enterprise; only the former are usable with Jet Professional.

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Implementing Jet Professional: Client Installation

Jet ReportsThis post is part of a series of posts on implementing Jet Reports and is part of the Jet Professional sub-series.

With the Jet Professional server components installed and configured, the next step is to install the Jet Professional client component.

Start the setup utility and enter the Activation Code received from Jet Reports when your order was processed. Click Next to proceed:

Jet Setup: Activation Code

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Implementing Jet Professional: Server Configuration

Jet ReportsThis post is part of a series of posts on implementing Jet Reports and is part of the Jet Professional sub-series.

In the last post, I stepped through the installation of the Jet Reports server components; once this has been completed, the next step is to configure the Jet Service Tier via the Jet Administration Console which is accessible via the Windows Start menu in the Jet Reports folder.

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Implementing Jet Professional: Server Installation

Jet ReportsThis post is part of a series of posts on implementing Jet Reports and is part of the Jet Professional sub-series.

While Jet Express is a client only installation, there is an optional server component which can be installed for Jet professional; this is the Service Tier which allows for the sharing of Microsoft Dynamics GP connections. For this series, I am going to be installing the Service Tier.

Before installing Jet Professional, you need to purchase a licence through your Microsoft Dynamics GP partner.

To install Jet Professional, download the software from Jet Reports:

Internet Explorer - Download Jet Reports Software

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Implementing Jet Professional: Prerequisites

Jet ReportsThis post is part of a series of posts on implementing Jet Reports and is part of the Jet Professional sub-series.

Over the last couple of posts, I’ve been taking a look at Jet Express, which is the lowest tier of Jet Reports. The next tier, is Jet Professional, formerly known as Jet Essentials, which is a much more flexible and capable reporting tool.

Before installing Jet Professional, there are some prerequistes for both the server and client components:

  • Database Connection
    • Microsoft Dynamics GP version 9 or later
    • Microsoft SQL Server 2005 or later**
    • OLE or ODBC compliant database
  • Excel Addin
    • Prerequisites

    • Hardware (minimum)

      • Processor: 1.4GH
      • RAM: 2GB
      • Disk space: 2GB
    • Operating System

      • Microsoft Windows Server 2016
      • Microsoft Windows Server 2012 and 2012 R2
      • Microsoft Windows Server 2008 SP2
      • Microsoft Windows 10
      • Microsoft Windows 8.0 and 8.1
      • Microsoft Windows 7 SP1
      • Microsoft Windows Vista SP2
    • Microsoft Office

      • Microsoft Office 365 (2013-2016 Desktop Edition Only)**
      • Microsoft Office 2010 – 2016 *
      • Microsoft Office 2007
  • * Jet Reports recommends that only one installation of MS Office be present. Jet Reports cannot support installations where multiple copies of MS Office are installed.
    ** Includes both 32-bit and 64-bit versions, if applicable.

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Implementing Jet Professional: Series Index

Jet ReportsThis post is part of a series of posts on Jet Reports. As I said in the series index for the overall series on Implementing jet Reports, I am doing sub-series for each of the versions of Jet Reports.

This is the series index for implementing Jet Professional which is the middle tier of the software and suitable for businesses with more complex financial and non-financial reporting requirements.

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Implementing Jet Reports: Differences Between Versions of Jet Reports

Jet ReportsThere are three versions of Jet Reports available for Microsoft Dynamics GP. Jet Reports was founded in 2002 and is headquartered in Portland, Oregon, USA and has a presence around the world, including here in the United Kingdom.

The three versions of Jet Reports are:

  1. Jet Express for Excel – an extension included with Microsoft Dynamics GP gives users a simple way to create basic reports and business queries inside Excel.
  2. Jet Professional – fast, flexible financial and business reporting inside Microsoft Excel.
  3. Jet Enterprise – corporate analytics and reporting, anywhere.

There is a product comparison sheet available from Jet Reports which shows the differing capabilities of the three versions.

As mentioned in the series index, I am going to run through the implementation of all three versions, but my recommendation would be to look to the Professional and Enterprise versions for your reporting needs rather than the Express edition; unless your requirements are very simple (no requirements for dashboards, scheduling, security, multi-company) then Jet Express will not be sufficient.

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Implementing Jet Reports
Differences Between Versions of Jet Reports

Implementing Jet Reports: Series Index

Jet ReportsBack in May 2016, Microsoft and Jet Reports announced a new Microsoft Excel-based reporting product called Jet Express. I was aware of Jet Reports before then, but the announcement brought them back to my attention as well as highlighting that the future of Management Reporter is now somewhat limited.

I’ve spent a bit of time over the last few months taking a look at the different versions of Jet Reports and figured it was time to do a series of blog posts. Over the coming posts, I am going to take a look at the implementation of each of the three versions of Jet Reports; I’ll also show the sample reports available from Jet Reports themselves, but will not cover report design in this series of posts. I’ll probably do some posts on this in the future.

I’ve created a separate series for each of three versions of Jet Reports; the indexes below will populate as each post goes live.

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