Dan Argus, Senior ERP Consultant, explains how he solved a client’s reporting problem

Recently a client was looking for a way to view a snapshot of their current financial situation in real time.  They also wanted to schedule a report for distribution to various board members and they wanted to be able to adjust and revise the report themselves without having to necessarily contact us for assistance.

Being a Certified Jet Reports 2012 specialist, I knew that using Jet Reports would be the perfect solution for the client.

Jet Reports is a powerful reporting solution configured for Microsoft Dynamics NAV, giving users a simple way to create powerful reports with advanced features for scheduling and automatic distribution. Microsoft have recently included Jet Reports Express (a selection of pre-formatted reports) free with Microsoft Dynamics NAV.

If you are familiar with using Microsoft Excel, you can immediately start using Jet Reports to create great reports with all the rich functionality of Microsoft Excel, with no time intensive training necessary. Jet Reports comes with a suite of reports that can easily be applied to any company database.

Using my client’s NAV database I was able to produce a report that gave them access to real time financial data. With just one click they can now get a simple view of the data for fast analysis.

I also set up this report to automatically update and be distributed on a monthly basis to members of the board without the need for manual intervention.

This solution will hopefully help to prevent missing any deadlines in the future!

By Dan Argus, EBS Senior ERP Consultant

 

Watch a video for an Introduction to Jet Reports (USA):

http://download.jetreports.com/popup/jet-reports-introduction.php

Brochure for Jet Essentials 2012:

http://www.jetreports.com/download/jet-essentials-2012-fact-sheet.pdf

Please call EBS on 1300 858 973 to find out how Jet Reports and Microsoft Dynamics NAV can help you achieve the best reporting solution for your business.

 

Evolution Business Systems (EBS) specialises in business management solutions that give you the freedom to focus on your business. EBS does this by automating your core business processes and integrating your specialist business applications to deliver the right financial management solution. With deep expertise in leading financial applications including Arrow Financials and Microsoft Dynamics™ NAV, EBS works beside clients to ensure their software solves problems rather than creating more. EBS has a detailed implementation strategy that is tailored to customers in terms of timelines, requirements, risks and responsibilities as well as project variations and external requirements. While it does not sell or support hardware or site network environments, EBS informally partners with selected specialists in these areas to provide clients with a “total solution”.’

Call EBS on 1300 303 973 or visit our website to read more.