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JET REPORTING A user’s perspective

Matt Payne, Finance Officer, Australian General Practice Network . JET REPORTING A user’s perspective. What is JET Reports?. Excel based reporting tool Integrates with Microsoft Navision - Also integrates with Microsoft Access, QuickBooks, Microsoft SQL Accpac, Oracle, Sage, SAP

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JET REPORTING A user’s perspective

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  1. Matt Payne, Finance Officer, Australian General Practice Network JET REPORTINGA user’s perspective

  2. What is JET Reports? • Excel based reporting tool • Integrates with Microsoft Navision - Also integrates with Microsoft Access, QuickBooks, Microsoft SQL Accpac, Oracle, Sage, SAP • User friendly query language

  3. Disadvantages Advantages • Training requirements • Report development time • JET slogan (“Any Report, Any way, Right Now”) • Flexibility • Familiarity (Excel based) • Accurate and real-time

  4. Example from JetReports Website http://www.jetreports.com/reporting-solutions/industry-non-profit.php

  5. Example from JetReports Website http://www.jetreports.com/reporting-solutions/industry-non-profit.php

  6. Selling costs Manufacturing costs Example - Charts Selling costs Selling costs Manufacturing costs Manufacturing costs Note: Sample data only

  7. Report Options / Filters

  8. Design mode - Data sheet • The graphs reference a separate datasheet as seen in design mode • Below is a snapshot of the data worksheet which has extracted the figures from Navision based on the filters entered in the previous slide

  9. Selling costs Manufacturing costs Report mode – Data sheet hidden Data sheet hidden

  10. Example – Forecasting template

  11. **Forecast period** Forecasting template - Filters

  12. JET Feature - Link to Navision ledger • Access to ledger for enquiries by drilling down on figures • Links directly to Navision system ledger

  13. JetReports Community – Shared reports

  14. Excel Tip - Traffic Light Reporting

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