Category: GP Series

Jet Reports – Connecting the Data Source

Now that Jet Reports is installed, it’s time to connect to the Dynamics GP Data Source.
GP Data can be both on site (on premises) or in the cloud (Remote Data Service).
Below is a quick guide on how to connect to your data source!
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Jet Reports – GP Update Utility

Jet Reports for Dynamics GP comes with a very good selection of sample reports.  These sample reports are an excellent resource – not only to see what Jet Basics does, but how the reports are built!

Many of those sample reports rely on something called ‘Friendly Names’.
Friendly names are names that properly describe the content of that SQL Table, or SQL View… they are, well, friendly 🙂  Rather than your typical naming convention for GP – like GL20000.

Not only are the sample reports built using these friendly names, but it makes it much easier to use.

Also Jet Reports comes with several useful SQL Views… both the friendly names and SQL Views get installed using the GP Update Utility.
Below is a quick guide on how to use the GP Update Utility – PRO TIP!  It’s ok to add this later but I 100% recommend doing this before getting started.

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Jet Reports – How do I install it?

Jet Reports is easy to install.  Once you have the file downloaded (visit here) you are ready to install the add-in for Excel.

Financial Reporting for Dynamics GP… if you export it to Excel from Management Reporter, why not just START in Excel, right?

Here is how to install Jet Reports:

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Jet Reports – What is it and how do I get it?

Jet Reports is an Excel Add-in that can be used to easily create financial statements and other business intelligent reports.  It lives in excel and connects directly to your Dynamics GP database.  There is even a free version…  interested?  YES PLEASE!!
This quick write up walks through how to get the Jet Reports add-in and get it installed in your excel application.
Jet Reports works with versions of GP dating all the back to version 9… it also even works with Excel 2010!!  So, let’s take a look.
For the complete series listing on Jet Reports – Click here!
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GP #LifeHacks 200: Replace Management Reporter with Jet Reports

Some time ago Microsoft announced that Management Reporter was no longer going to get development support.  This meant that it was time to start exploring options to replace MR internally for financial reporting.  No rush, MR isn’t going away soon, but why not explore…

Here is a link with some information about this:

https://www.jetglobal.com/promos/gp/upgrade-from-management-reporter/

At the same time that the announcement occurred, Microsoft also announced a FREE solution to report our financials… FREE… plus it is EXCEL based.  WHAT?!?!?! Awesome, I know!!

Jet Express (Now called Jet Basics) is 100% FREE and does a great job of utilizing Excel and connecting directly to your GP data source for financial reporting… don’t let FREE push you away… it is a VERY powerful free tool and can replace Management Reporter.

Jet Basics is a great way to get started with financials in Excel.  Jet Reports takes it one step further… and it’s totally awesome!!!

In this series I will break down how to install Jet Reports and how to build out your first simple reports.
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Custom Links – Using Skype for Business from within Dynamics GP

As part of a Custom Link blog series (which can be found here), we will discuss adding custom links to specific areas in Dynamics GP.

Creating Custom Links in conjunction with Skype for Business

Yes, you read that correctly… Do you use Skype for Business and Dynamics GP?  Do you want to have links that automatically open up chat windows or place phone calls?
Yes, you can!! Let’s take a look at this together!
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Custom Links – Adding Custom Links for Vendors

As part of a Custom Link blog series (which can be found here), we will discuss adding custom links to specific areas in Dynamics GP.

Creating Custom Links for Vendors

Custom Links for vendors is based on Address Types and the values in the fields on the Internet Information Window for the address ID, assigned to the specific address type.  Deep Breathe, we will walk through this. 🙂  Each address ID provides several data locations to store links.  We can add custom links to email addresses, websites and more!  Let’s look at this more together.
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Custom Links – Adding Custom Links for Inventory Items

As part of a Custom Link blog series (which can be found here), we will discuss adding custom links to specific areas in Dynamics GP.

Creating Custom Links for Inventory Items

Custom Links for Items can be pretty helpful, indeed!  We can link directly to folders holding documents relating to the inventory item, links to ‘punch out’ to a vendors website for that item, or even something simple but extremely helpful, an Image of the item!
Let’s take a look at this together!
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Custom Links – Adding Custom Links for Employees

As part of a Custom Link blog series (which can be found here), we will discuss adding custom links to specific areas in Dynamics GP.

Creating Custom Links for Employees

Custom Links for Employees can be pretty helpful, indeed!  We can link directly to folders holding employee documents or even open an employee photo!
Let’s take a look at this together!
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Custom Links – Adding Custom Links for Customers

As part of a Custom Link blog series (which can be found here), we will discuss adding custom links to specific areas in Dynamics GP.

Creating Custom Links for Customers

Custom Links for customers is based on Address Types and the values in the fields on the Internet Information Window for the address ID, assigned to the specific address type.  Deep Breathe, we will walk through this. 🙂  Each address ID provides several data locations to store links.  We can add custom links to email addresses, websites and more!  Let’s look at this more together.
Continue reading “Custom Links – Adding Custom Links for Customers”