Reporting Detail Information with Data Dumps
Welcome to your Basic Training Series. I put this series of emails together to provide my Jet Essentials clients access to the information you need to get started with reporting! Make sure to try out the practice exercises after you've watched all the videos! If you need help, I'm available at email@example.com.
Don't miss the follow up Basic Training series, sign up for our bi-monthly newsletter.
Detail Level ReportingIn our last email, we looked at using the NL("Table") function in the Jet Table Builder to construct a report that showed row level or detail level information.
Did you know that Excel has a native feature that allows you to pull in row level information from a SQL table? (Excel > Data > From Other Sources > From SQL Server). It's a great feature, but you have to know a little SQL in order to reliably combine data from multiple tables! One of the reasons our clients love Jet Essentials, is that you don't have to be a SQL guru in order to build beautifully formatted reports.
In comparison to Excel's native tool for importing data from your ERP, Jet Essentials makes showing detail level information a piece of cake with the Drag and Drop functionality built into the Jet Browser.
Once you've got the bones of your report in place, you'll want to make sure to use the Jet Function wizard to add filter criteria to your report.
Once you have your data dump and filters in place, you're still not quite done! If you want your users to be able to change the filter criteria for the report, you'll need an Options page. Check out the video here.
Lastly, if you want to get really fancy, you can also use NL("First") to add data from multiple tables to your report, but you can't use Drag and Drop for that, you'll have to get into the Jet Function Wizard.
These videos are designed to get you started and give you just a TASTE of what's possible. If you want to know more about multicompany reporting, scheduling and automatically distributing reports, filtering on data from multiple tables, filtering on calculated fields, or designing reports to audit data entry, I'm just an email away! In fact, if you go to our website, www.onyxreporting.com, you might be able to chat with me right now!