2. Jet Express, not just for Financial Reporting!
Janice Taylor, MBA CPA CGA
Managing Director
Jet Reports
#CollaborateCanada
#JetReportsCA

3. Who is Janice Taylor? CPA CGA by profession with C-level experience
Dynamics user since 2003
Jet Reports user since 2005
Love using Excel!
Opened Jet Reports Canadian office in 2007

4. locations Since 2002 14 countries 11K + companies 150K + users
Headquarters (Quartier Général) - Portland, OR
Since 2002
14 countries
11K + companies
150K + users

5. Dynamics User Group Sponsor
Summit 2017

6. What is Jet Reports?
Excel Add-in
Software Application
(Data Cubes)

7. Access Your Data From Anywhere
Jet Web Portal

8. It’s coming! Jet 365 will be in the App Store any day now.
Does Jet work with D365?
It’s coming! Jet 365 will be in the App Store any day now.

9. What is New in Jet Reports?
Jet Professional 2018 now released!

10. Nous sommes multilingues!
Dans Jet Express
ou Jet Professional…
changer la langue dans les paramètres de l'application.
Picasso’s Art
“On the Beach”
Example of Surrealism
“Bathers”
Example of Realism

11. Dan la base de connaissances
Sélectionnez un article et
changez la langue!
Utilise Google traduction
Par 100% parfait
Vidéos et captures d'écran en anglais
Picasso’s Art
“On the Beach”
Example of Surrealism
“Bathers”
Example of Realism

12. Jet Express

13. Relationship with Microsoft
2016 – Microsoft announcements:
Management Reporter will no longer be developed
Partnership with Jet Reports –

14. “If it ain’t broke…don’t fix it!”
Management Reporter supported until 2023/6!

15. Why Use Jet Express Need to move off FRX FRX/MR not meeting your needs
Need non-financial reporting

16. When is Jet Express not a fit
Multi-company (5+ )
Multi-databases
Volume of transactions
Easily overwhelmed with data structure
Pivot Tables do not answer your question(s)

17. Jet Express vs. Management Reporter
Feature
Jet Express
MR/FRX
Reports on GL tables 
Reports on any table/view in GP 
Multi-Currency Reporting
Functional only
Ability to report on segments (slice & dice)
Reports are connected by trees
Report in Rows and Columns
Analytical Accounting
Using Table Builder
Schedules reports
 Jet Professional
Drilldown 
Design in Excel
 Export
Security
End-User
Easy upgrade

18. Where to Download www.jetreports.com Scroll to bottom of web page
Click on Support at top of web page

19. Download
Content here

20. Resources
Content here

21. Resources
Report Templates

22. Jet Help Center
Jet Express ribbon
Click on Help

23. GP Utility Installs into GP
Friendly Names
Adds Descriptive Names to physical tables #’s and fields

24. GP Utility
Jet Views
About 20 Views built for report writing

25. Most Commonly Used Tables/Views

26. GP Utility
Note:
Utility takes about 20 minutes per company to set up.

27. What’s in Jet Express? Two New Functions in Excel! =GL =NL
Preconfigured to work with GP financial and budget tables
=NL
Generates an Excel Table
Allows you to combine tables and views in GP into a master table in Excel

28. Working with Dates End Date No End Date Start Date No Start Date
Date Combinations
End Date
No End Date
Start Date
Net Change in Period Range
Net change since start date to current date
No Start Date
Balance at End Date
Current Balance
Date Formats
YYYY/PPP where YYYY is 4-digit year and PPP is period number.
(Recommended and fastest)
YYYY/M/D or M/D/YY where Y is a 2 or 4-digit year, M is month number and D is day.

29. =GL Function

30. =GL Function
Instructions
Filters

31. Excel Functions Function Definition =IF
IF(Something is True, then do something, otherwise do something else)
=IF(O16+P16=0,"hide","show")
=IFERROR
Returns a value you specify if a formula evaluates to an error; otherwise, returns the result of the formula. (e.g. Percentages)
=IFERROR(K14/I14,"")
=SUBTOTAL
Returns a subtotal in a list or database. You can have subtotals inside of subtotals.
=SUBTOTAL(9,I14:I15)
=SUMIF
You use the SUMIF function to sum the values in a range that meet criteria that you specify.
=SUMIF($I$12:$N$12,O$12,$I14:N14)

32. Multi-period Dynamic Reports

33. Table Builder Wizard

34. Table Builder Wizard Combine Tables & Views in GP
First table/view – tranx
Additional tables/views – fills in missing info on first table

35. Layout Report Columns

36. Add Tables/Views Orange Box tells you tables are not linked yet.
Column Headers append linked table ID’s

37. Say “Yes”!

38. Janice Taylor, MBA CPA CGA
Thank You
Janice Taylor, MBA CPA CGA
Jet Reports
#CollaborateCanada