Upgrading to Jet 2019: What’s New In Jet Analytics 2019

Jet AnalyticsThis post is part of the series on Upgrading to Jet 2019.

The new version of Jet Analytics has quite a number of new and improved features.

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Upgrading to Jet 2019: Series Index

Jet Global Data TechnologiesBack in April I did a series of posts on implementing the various products from Jet Globaal Data technologies (or Jet Reports as they then were before their re-branding).

Jet Global have recently launched new versions of their products and I thought a short series on upgrading might be useful. This post is the series index, and will automatically update as the posts go live (if you’re reading this on a syndicated post, make sure you check back to the original as only that will update).

In this series I will be upgrading both Jet Analytics (formerly Jet Enterprise) and Jet Reports (formerly Jet Professional).

Upgrading to Jet 2019
What's New In Jet Analytics 2019

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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Implementing Jet Reports: Management Reporter vs. Jet Reports

Jet ReportsThe vast majority of my clients are users of Management Reporter, when implementing Jet Reports, one of the key areas, which needs to be discussed, is how Management Reporter compares to Jet Reports.

Fortunately some work has already been done in this area by MVP Belina Allen, the GP CSI. She has done a series of videos on Management Reporter versus Jet Reports.

Below are links to the playlist of all videos as well as links to the individual videos:

  1. Playlist containing all of the below videos
  2. Excel Add-On: An Introduction – Management Reporter vs. Jet Reports
  3. Building Rows – Management Reporter vs. Jet Reports
  4. Building Columns – Management Reporter vs. Jet Reports
  5. Building Trees – Management Reporter vs. Jet Reports
  6. Report Definition – Management Reporter vs. Jet Reports

If you’re a Management Reporter user who is implementing Jet Reports, I’d encourage you to take the time to watch Belinda’s videos.

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MDGP 2018 R2 Feature of the Day: New SmartList for Deposits on Unposted Sales Transactions Has Been Created

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 R2 on which I am following and adding commentary. The series index for this series of posts is here.

The ninth Feature of the Day is a new SmartList for deposits on unposted Sales Transactions has been created.

Deposits on Unposted Sales Transactions is a new favorite under Sales Transactions so you can quickly see customers that have put a deposit on a sales transaction but the sales transaction hasn’t been posted; no more searching through the sales records to see the deposits, now you have a new SmartList to view the details:

New SmartList for Deposits on Unposted Sales Transactions Has Been Created

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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.

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Implementing Jet Enterprise: Sample Reports

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

As with the other versions of Jet Reports, there are sample reports available from Jet Reports. Back in May I posted about the sample reports for Jet Professional.

The download for Jet Professional and Jet Enterprise is the same one; with jet Enterprise all of the files in the download will be able to be used.

To download the use the reports, follow the instructions in the Jet Professional sample reports post.

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Sample SQL Views for SmartLists (by Jen Kuntz)

Microsoft Dynamics GPI occasionally link to blog posts that other people have done and todays post is one of these.

Jen Kuntz is running a TIP Tuesday series of posts at the moment and her tip this week is looking at a set of SQL views from Microsoft (originally posted by Isaac Olson).

As Jen points out, while Microsoft bill these as for use with SmartList Designer, they will work with SmartList Builder or any other reporting tool (Excel Reports, Reporting Services Reports and so on).

To make use of these SQL views, you do need to have a CustomerSource login to download them and knowledge of creating views and granting permissions.

My addition to this would be a reminder that there are lots of other resources available from the wider community which can be freely amended and used in reporting, such as from Victoria Yudin.

You can read Jen’s full post here.

I try to keep up-to-date with blog posts about Dynamics GP, but the post from Isaac apparently went by without me seeing it, so it was good to get a second chance at reading about it from Jen.

** updated due to wrong name

Implementing Jet Enterprise: Schedule Execution Package

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

The final step in automating the deploy and execution of the project, is to create the scehdule. Do this in the Jet Data Manager Server by selecting the Execution tab, right click on the execution package to which you want to add the schedule and then click Add Schedule:

Jet Data Manager Server: Execution

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Implementing Jet Enterprise: Test Execution Package

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

In the last post, I stepped through the creation of an execution package; I am going to set this to execute automatically on a schedule, but first I am going to manually run it to ensure that it works.

To test the execution package, select the Execution tab, right click on the execution package to test and click Execute:

Jet Data Manager Server: Execution

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