Search found 16 matches

by krd1996
Thu May 25, 2017 9:11 am
Forum: How do I?
Topic: NAV070 - Add Customer Name to to the report [SOLVED]
Replies: 7
Views: 284

Re: NAV070 - Add Customer Name to to the report [SOLVED]

When you link a table in table builder, it adds "InclusiveLink=" and "IncludeDuplicates=" to the NL Table function, such as it did for Sales Invoice Line: eg: =NL("Table","Sales Invoice Line",$E$15:$O$15,"Headers=",$E$14:$O$14,"TableName=","SalesInvoiceLine","Filters=",$C$5:$D$6,"InclusiveLink=Sales...
by krd1996
Tue May 23, 2017 2:47 pm
Forum: How do I?
Topic: NAV070 - Add Customer Name to to the report [SOLVED]
Replies: 7
Views: 284

Re: NAV070 - Add Customer Name to to the report [SOLVED]

Referencing the salesperson code from the Sales Invoice Line table does not seem standard. I have modified NAV070 to reference the salesperson code field from the Sales Invoice Header table. I will update the download with this change. I've also updated the Table Builder template to reflect this cha...
by krd1996
Tue May 09, 2017 10:57 am
Forum: How do I?
Topic: Part sales invoices
Replies: 2
Views: 137

Re: Part sales invoices

Jet Reports has sample reports available for download from their website. There are 2 that may point you in the right direction depending on exactly what you are attempting to accomplish. They are: 1) NAV100 - Open Sales Lines Overview.xlsx 2) NAV103 - Professional - Shipped Not Invoiced.xlsx I've a...
by krd1996
Tue Apr 11, 2017 9:19 am
Forum: Suggestions and Feature Requests
Topic: Power BI Integration
Replies: 1
Views: 189

Re: Power BI Integration

rgbsh,

Again, great feedback, keep it coming. Power BI integration is certainly an ability we continue to look at.

Regards,
krd
by krd1996
Tue Apr 11, 2017 9:13 am
Forum: Suggestions and Feature Requests
Topic: Download / execute reports by URL
Replies: 1
Views: 127

Re: Download / execute reports by URL

Great to hear about some of your success using the Jet Web Portal. We definitely want to keep improving this product. Providing access to portal functions via other methods is certainly an interesting topic; one that has been brought up. We appreciate your feedback. I may follow this up with questio...
by krd1996
Mon Mar 20, 2017 11:03 am
Forum: Suggestions and Feature Requests
Topic: Single Sign On
Replies: 3
Views: 306

Re: Single Sign On

Thank you for your feedback.

Jet is looking at a lot of different options around authentication and passwords to help address these types of pain points.
by krd1996
Mon Mar 20, 2017 10:59 am
Forum: Suggestions and Feature Requests
Topic: Report Player Directory
Replies: 2
Views: 888

Re: Report Player Directory

Unfortunately, this app will most likely not be updated. A Windows 8/10 app version of the Report Player was developed several years ago and allows for multiple folder locations. To address central management and to make sure everyone is using the same version, Jet developed their Jet Web Portal. Th...
by krd1996
Mon Mar 20, 2017 10:29 am
Forum: Suggestions and Feature Requests
Topic: Jet Portal Scheduler Email Format – Attachments
Replies: 1
Views: 141

Re: Jet Portal Scheduler Email Format – Attachments

Thank you Melanie for your feedback. I agree that sending 1 email with multiple attachments is certainly ideal. However, it is difficult to ascertain a report's size before it is run. We will keep this in mind as we improve the Scheduler feature of our Web Portal. Other solutions may help address th...
by krd1996
Wed Mar 15, 2017 7:50 am
Forum: How do I?
Topic: Report based on dates prior to TODAY
Replies: 5
Views: 211

Re: Report based on dates prior to TODAY

You could also have done

=NL("Rows","Purchase Line",,"Expected Receipt Date","<="&$D$2,"Qty. to Receive",">0","Document Type","Order")

or

=NL("Rows","Purchase Line",,"Expected Receipt Date",".."&$D$2,"Qty. to Receive",">0","Document Type","Order")

where $D$2 is =TODAY().
by krd1996
Tue Feb 21, 2017 1:49 pm
Forum: How do I?
Topic: Dynamics Line Chart
Replies: 5
Views: 317

Re: Dynamics Line Chart

Olwin, Just as with nested rows and subtotaling, you can include the 'anchor' row in your Source Data range. So from your example, your source data would include row 10 in its range. Jet's sample report 'NAV038 - Professional - Top Items by Sales Volume and Margin.xlsx' (attached) is an example of a...
by krd1996
Tue Oct 25, 2016 8:21 am
Forum: How do I?
Topic: Table Builder - Concatenate
Replies: 6
Views: 676

Re: Table Builder - Concatenate

A1becker,

Did you get this resolved?

When I create this formula in Table Builder, I get the following:
=NP("Formula","concatenate([@[No.]],"" - "",[@[Name]])")

This produces your desired results. Compared to your formula, mine has double quotes around the dash (-) where yours does not.

Regards
by krd1996
Thu Sep 22, 2016 9:01 am
Forum: How do I?
Topic: Jet Web Portal - Report categories
Replies: 3
Views: 395

Re: Jet Web Portal - Report categories

Gerard, Some type of report organization is definitely a focus for the next major release of the Web Portal product. For your environment, would you want these categories to be determined by an admin (or designated superuser) or by anyone in the company? Central management versus group share, so to ...
by krd1996
Tue Aug 16, 2016 1:06 pm
Forum: How do I?
Topic: How do I schedule reports to email [SOLVED]
Replies: 3
Views: 859

Re: How do I schedule reports to email [SOLVED]

Is your Outlook open when the task runs? My experience is that Outlook must be closed. See the below Jet kb for more information:

https://jetsupport.jetreports.com/hc/en ... ok-is-open

Regards
by krd1996
Fri Apr 29, 2016 3:24 pm
Forum: Jet Professional - Product Releases and Resources
Topic: Pre-built Dashboards
Replies: 0
Views: 821

Pre-built Dashboards

Attached is a zip file with 2 dashboard files containing multiple dashboards each - one for NAV; one for GP. When you import, you may select one at a time, or all of them at once. These dashboards were created using cubes of the latest Jet standard project. When you open an imported dashboard for th...
by krd1996
Tue Jan 26, 2016 9:36 am
Forum: How do I?
Topic: Filter a Table based on a Flowfield
Replies: 3
Views: 1004

Re: Filter a Table based on a Flowfield

Jet Reports has a number of pre-built, sample reports available for download. One of them is NAV018 - Accounts Receivable with Details which may be just what you are looking for. It may at least give you some ideas about what you can do with flowfields. I've attached this specific one for your conve...
by krd1996
Fri May 29, 2015 7:58 am
Forum: Suggestions and Feature Requests
Topic: Sample Reports Change Log
Replies: 3
Views: 974

Re: Sample Reports Change Log

Hi clipif, I like your suggestion of a change log. We will see about incorporating this in the future. As for the file dates on the downloaded reports, it was the modification of titles, descriptions, and categories (metadata) that caused the date change. This information was changed to provide some...

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