As an enterprise resource planning (ERP) tool, Microsoft Dynamics 365 Business Central provides businesses a wide range of benefits, from:
However, challenges may arise when business users manipulate data in Business Central’s spreadsheets to meet reporting needs.
Fortunately, Jet Reports offers a fast and accurate reporting solution built for Microsoft Dynamics 365 Business Central, allowing for flexible report creation directly in Excel.
Jet Reports is an automated reporting and BI solution certified by and developed with Microsoft. Jet Reports’ tools offer a wide range of features that can power up your reporting and analytics when paired with Microsoft Dynamics 365 Business Central, formerly Dynamics NAV or Navision.
Download the Jet Reports Brochure here.
Here are some key Jet Reports tools within Jet Professional and Jet Enterprise that will help lead you down the quickest path to reporting success:
The Report Wizard in Jet Reports is a structured report interface that you can use to create a customised report from a single table in your database.
Here’s how it works:
This tool also automatically groups your reports in a few clicks. You can do this by adding subtotals and grand totals to your report. You can take it further by segmenting information by grouping data through variables such as customer names, salesperson etc.
Another useful tool in Jet Reports is the Jet Browser. How it works is that it gives a holistic overview of what’s in your database, and you can quickly create summary reports or detail lists. For report designers, this is a real easy-to-use interface that allows quick advanced searching. You can also use the intuitive drag-and-drop functionality to build reports on your own.
Many Jet Reports users love this tool. Think of it as a ‘strong man’ who takes on the heavy burden of building reports and allows you to easily play around with PivotTables, PivotCharts, and Slicers.
You can use it to create Excel reports that bridge the gap between multiple table fields. An example of how this works is that you can link tables together to combine information from an item table and an item ledger entry table. From there, you can add hard-coded and/or changeable filters for further analyses.
With an understanding of the Jet Reports tools at your disposal, the question becomes how you can leverage them to bring synergy to your reporting and data analytics work. To help you out, below is a tutorial that walks you through how to use Jet Reports with Microsoft Dynamics 365 Business Central.
With Jet Reports, your management team can view key performance metrics across all areas of your company in real time and track consolidated profit and loss by division.
In addition, you will get to access a detailed profit-and-loss ledger (with real-time updates) daily, monthly or quarterly. You can also stay on top of accounts receivable KPIs in terms of days outstanding, past collection performance and more. Running financial reports from your general ledger and distribute them on a daily, weekly, or monthly basis can’t get any easier.
Your sales team will also benefit from the easily built product sheets that allow the company to extract current pricings and specifications and instantly update and release important changes. They can even customise a sales dashboard using PowerPivot to help track monthly sales, and budget projections for future sales.
With so much to benefit from, it’s no wonder over 10,000 companies around the world have adopted Jet Reports with Business Central for their financial and sales reporting functions.
Editor's note: Several industry changes have happened since this article was first published.
Firstly, Jet Reports Inc. rebranded itself as Jet Global Data Technologies in October 2018. To find out more about the change, read our blog post here.
In April of the same year, Microsoft announced they'd be moving Dynamics NAV to the Cloud and re-branding it as Dynamics 365 Business Central. To find out more about what that change means, read our blog post here.
All references to these products have been updated to reflect this.
Discover how Design Collection Denmark achieved 100% time saving in consolidated financial reporting and data analysis with Microsoft Dynamics 365 Business Central and Jet Reports.
With Jet Reports for Microsoft Dynamics 365 Business Central, you can easily streamline your company’s core functions such as finance and sales, and simplify complex processes in a heartbeat.
For more information on how Jet Reports can help you, give our team at AFON a call or contact us here.