Implementing Jet Professional: Deploying Jet Views

Jet ReportsThis post is part of a series of posts on implementing Jet Reports and is part of the Jet Professional sub-series. I’m a little late in posting this one, as I forgot to include it with the original series when I posted it.

Jet Professional provides a number of database views which can be used to simplify reporting, rather than using the Microsoft Dynamics GP tables (the structure of which can be confusing to many users of Dynamics GP.

However, the views are not deployed automatically, but need to be deployed after the first client has been installed. To deploy the views, log into Microsoft Dynamics GP and then start the Jet GP Updater which is in the Jet Reports installation folder:

Windows Explorer

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Jet Reports 2018 R2 New Features

Jet ReportsI wrote a blog post on Implementing Jet Reports earlier this year. While I was mid-series a new version of Jet Reports was released, Jet Reports 2018 R2.

Jet Reports published a blog post on the new features and there are some quite nice ones included.

  • Run Reports directly from your Windows Desktop – Run your reports without even starting Excel; just right-click and the new task tray app will let you know when your report is ready.
  • Run Reports in the Background within Excel – No need to wait for your report before you can start using Excel as you can run your report in the background and continue working with your other Excel files.
  • Updated Jet Ribbon and Windows within Excel – The Jet ribbon has been updated and the entire user interface has been refreshed to be more consistent.

    Several items have been rearranged to be easier to find and other related items have been grouped together for a cleaner experience; all configuration settings have been combined under a single button and the run options have also been consolidated.

    In an effort to better explain what they do, the Refresh and Report buttons have been renamed to Run and Run from Cache, respectively.

Details on all of the changes are available on the Jet Reports blog.

Implementing Jet Enterprise: Implementing Jet Professional

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

No, the title is not a mistake. When you purchase Jet Enterprise, you also get a licence for Jet Professional. This ensures you get the full reporting capability available from Jet Reports. It also means that as well as following my series on Implementing Jet Enterprise, you should also follow the series on Implementing Jet Professional.

In the last post, on the Jet Enterprise sample reports, I said you could use the reports for both Jet Professional and Jet Enterprise, but forgot to say how. The how is because you have access to Jet Professional if you install it.

Click to show/hide the Implementing Jet Enterprise Series Index

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.

Click to show/hide the Implementing Jet Professional Series Index

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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