What is Jet Reports? Jet Reports is a powerful business intelligence (BI) tool that integrates with Microsoft Dynamics NAV and Dynamics 365 Business Central. While many of us are familiar with the major features this tool provides, we often wonder how we can customise Jet Reports to align with our specific business requirements. This guide will walk you through the steps to use Jet Reports in a way that fits your unique business needs.
How to Use Jet Reports in a Way That Fits Your Business Needs?
Identify Key Reporting Areas
It's very important that you first identify the major areas that you require reports for in your business when you're working with Jet Reports. You should pay special attention to departments like finance, sales, and operations where reporting is essential. When you focus on these major areas, you can find out what needs help the most. This way, the reports you create will show essential information that matters. When you have useful reports, it helps your business get better and reach its goals.
Define Specific Metrics and KPIs
You should set up specific metrics and key performance indicators (KPIs) in Jet Reports to help you get useful information. These metrics will tell you how our business is performing in different aspects [whether it's doing pretty well against your target or not]. After you've determined which aspects of our business you're more interested in, you can set targets to aim for. And Jet Reports business central will allow you to watch your progress, see trends, and make better decisions based on what your metrics tell you.
Customise Data Parameters
Customising data parameters within Jet Reports allows you to tailor the data to your specific needs.Adjusting data fields and filters ensures that the reports focus more on the most important information.This helps you avoid being overwhelmed with too much data and makes it easier to find what you need.By customising data parameters, your reports give you only what you want and therefore, it becomes more useful for you to work with.
Do automatic Data Refresh
One of the things you should always try to do in your business is create and get timely reports.You can automate data refresh in Jet Reports to ensure your reports always have the latest information.When you set up these automatic updates, you will reduce the need for doing it yourself and at the same time make sure the data is up-to-date. This is important because it saves time, improves accuracy, and also helps you focus more on analysing the data rather than collecting it.
Develop User-Specific Dashboards
Having user-specific dashboards makes Jet Reports business central more useful for different people in your organisation. You can create personalised dashboards to show the most relevant data for each user's role and responsibilities. This customisation helps you or your colleagues to quickly find and understand the information you need. You may also need it to abstract very sensitive business data from employees and keep them focusing only on the data they've been provided with.
Incorporate Drill-Down Features
Drill-down features in Jet Reports allow you to look into your business data in detail.This means you can click on high-level data to see more detailed information underneath.Drill-down features will help you understand the reasons behind the numbers in your reports, thereby giving you better business performance insight. When you're able to investigate those specific details, you can easily find the root causes of issues and discover new opportunities, leading to better performance and smarter business decisions.
Integrate Jet Reports with other tools and software
You should try integrating Jet Reports with other tools and software to significantly enhance your reporting and analytics capabilities. You can connect Jet Reports to applications like Microsoft Power BI, Excel, or your CRM system to consolidate data from various sources. This integration allows for advanced data visualisation and data presentations. Additionally, automating data transfer and retrieval between systems will reduce manual input errors and save you tons of time.
Conclusion
Jet Reports is a versatile tool that will significantly enhance your business intelligence and reporting capabilities when you use it rightly, irrespective of any kind of business you own. In this article, we've discussed what you need to do to make Jet Reports fit perfectly with your business. Remember that you can also consider bringing a professional on board to take care of your Jet Reports tasks if you don’t find it easy to use.
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