Create a Dynamics NAV 2013 to 2018 - SQL Server Data Source with Jet Reports

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Overview

Jet Reports includes a data source type for Dynamics NAV 2013 to 2018 (SQL Server).

For organizations and users with direct access to the SQL Server on which their NAV 2013-2018 database is stored, this data source can provide substantially faster reporting access than is traditionally possible through NAV's Web Services.

 

How-To Video

Creating a Jet Reports Connection to the NAV SQL Database

1. From within Excel, go to the Jet ribbon and open your Data Source Settings.

   

2. Click Add on the Data Source Settings tool bar.

   In the Add Data Source dialog, give your data source a unique and descriptive name, choose Dynamics NAV 2013-2018 from the Database Type pull-down list, then choose Direct SQL Server from the Connection Method pull-down list.

   Click the Add button

   

3. On the Authentication tab...

   

   If your SQL Server is configured to automatically recognize the user names used to log on to Windows, you can use one of the "Windows Authentication" options (either the current Windows user or another Windows user).
   
   If your SQL Server is not configured to recognize Windows user names, you will need to choose SQL Server Authentication and provide the user name and password for an account that does have permissions to access the SQL Server.  Please contact your system administrator to determine what information should be used.
   
   Once you have specified how to access the SQL database, you will then want to specify which NAV user will be used when determining the roles and permissions used to access the NAV data.  If your NAV system is configured to recognize the user names used to log on to Windows, you can choose to use the current Windows users.  Otherwise, Jet Reports also supports the use of NAV User Password authentication (see information about NAV Authentication types )

4. On the Connections tab...

   You will need to provide the name or IP address of the SQL server where your NAV database resides, select the specific BC database you want to use, and then select the company within that NAV database that you want to use by default (even is there is only one). When selecting Database and Company, please use the drop down menu to select the correct one. This will show that there is a connection to the Server and will prevent misspelling of the Database or Company. 

   

   

5. Click Test Connection to test your connection to the database

   

6. If you want your NAV 2013-2018 data source to be your primary data source, click Set as Default.

   

7. Click OK and your new Dynamics NAV 2013 to 2018 data source is ready to be used in Jet Reports.