Upgrading to Jet 2019: Upgrade Jet Reports

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

Earlier in this series, I did an upgrade of Jet Analytics; in this post, I am going to upgrade Jet Reports (formerly known as Jet Professional, and before that Jet Essentials).

To upgrade Jet Reports, download Jet Reports 2019:

Download Jet Global Software

Continue reading “Upgrading to Jet 2019: Upgrade Jet Reports”

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

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

As with Jet Analytics, there have been a number of improvements to Jet Reports:

  • Improved Performance with XLL Multi-threaded Add-in – The Jet Excel add-in is now based on the Excel’s XLL format. This provides several benefits – including a performance boost, with some reports running up to 5 times faster.
  • Business Central Data Source Connection – Dynamics 365 Business Central users can connect Jet Reports directly to their Business Central data base. Each user can use their Office 365 credentials to make their connection.
  • Simulate Jet Reports Financials within your Jet Reports Excel add-in – For those Business Central customers and partners needing to support both Jet Reports and Jet Reports Financials, a new simulation mode has been added to Jet Reports to allow you to use the full Excel add-in as through it were an installation of Jet Reports Financials.
  • Updated Report Wizard – Continuing with efforts to bring all the Jet add-in features in line with a consistent look as well as providing intuitive and easy to use interactions, the interface for the Report Wizard tool has been updated.
  • Update Notification when a new version of Jet Reports is available – A new notification button has been added to the Jet ribbon to let users know when a new version of the Excel add-in is available.
  • +VALUES automatically added to reports – When running a new Jet report for the first time, in addition to Auto+Hide, +Values will now be added to cell A1. This has been a popular request in our ideas portal.
  • The Jet Services Database is Backed Up during Upgrade – The Jet Reports installation program now includes the option to backup the existing Jet Service Tier database prior to updating or replacing it as part of the installation process.
  • The Jet Hub has received a new look and new features – The Jet Hub features a new look (along with a new name) and the new App Switcher allows you to quickly navigate between the applications in the Jet Hub.
  • Updates Emails when Adding Users to the Jet Hub – When adding new users in the Jet Hub, you can now provide an email address for each user. There is also an option to edit the email address for existing users. This information is used for sending invites to log into the Jet Hub and for notifications in the Jet Budgets application
  • Assign Data Source Permissions to User and Groups within the Jet Hub – After defining data sources within the Jet Administration Console, you can now give users and groups permissions to those data sources from the Admin section of the Jet Hub
  • Support for Excel’s WORKDAY.INTL function – Excel’s WORKDAY.INTL function is now supported in the Jet reports that you run within the Jet Hub.

The upgrade of Jet Reports is much simpler than the upgrade of Jet Analytics and I will cover it in the next post.

Upgrading to Jet 2019: Start Jet Analytics Service

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

After completing the configuration of Jet Analytics 2019, I discovered that the Jet Data Manager Scheduler was not running:

Services

Continue reading “Upgrading to Jet 2019: Start Jet Analytics Service”

Upgrading to Jet 2019: Upgrade Jet Analytics

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

With the new 2019 version of Jet Analytics installed, the second step is to configure it.

This is done by launching the Jet Data Manager Server. When it launches an activation box will be displayed; select your activation method and click Next:

Jet Data Manager Server - Select Activation Method

Continue reading “Upgrading to Jet 2019: Upgrade Jet Analytics”

Upgrading to Jet 2019: Install Jet Analytics

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

Before installing the new version of Jet Analytics, it is worth noting that Jet recommend leaving the old version installed while installing the new. There is no reason given for this, but I presume it is tio allow for easy rollback in the event of problems.

To install Jet Analytics, download the Jet Analytics software:

Jet Downloads

Continue reading “Upgrading to Jet 2019: Install Jet Analytics”

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.

Continue reading “Upgrading to Jet 2019: What’s New In Jet Analytics 2019”

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 Global 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
Install Jet Analytics
Upgrade Jet Analytics
Start Jet Analytics Service
What's New In Jet Reports 2019
Upgrade Jet Reports

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

Continue reading “Implementing Jet Professional: Deploying Jet Views”

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.

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

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