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Background Reporting in the Jet Excel add-in


Applies to versions 2018R2 and higher

Overview

Jet Excel add-in includes the ability to run reports saved on your local computer and continue to use Excel or even run reports from your local desktop, without loading Excel at all.

The Run in Background feature is supported for reports that are saved on a local machine. Running reports from servers and cloud-hosted environments is not supported.

Running in Background from Excel

  1. With your report open in Excel, select Run in Background from the Run button on the Jet ribbon...

    bkgrnd01.png
    Click on the arrow at the bottom of the button to display all choices.
  2. If your report is configured to prompt for Report Options, a dialog will display asking for the specific parameters to use for this run...

    bkgrnd02.png
    Once all options are correct, click the Run button on the dialog window
  3. Your report will close, a new Excel workbook will be opened for you, and the Jet tray application will start, and a notification will be displayed letting you know that your report is running...

    bkgrnd03.png
    If desired, you can click on the notification or the Jet icon in the tray to view the progress of your report. 
  4. You will receive another notification once your report is completed and available for viewing.

    bkgrnd04.png

    Click the notification or the Jet icon in the tray to display the Jet Reports Report Queue.

  5. In the Jet Reports Report Queue, you can see the status for any reports that are currently running, completed and available for viewing, stopped, or are pending.

    bkgrnd05.png

    Click Open for the report you wish to view.

  6. Your report will then be opened in Excel.

    bkgrnd06.png

     


Running in Background from your Desktop or folder

  1. Navigate to the local folder where you have saved your report(s), right-click on the file(s), and select Run Jet Report:

    bkgrnd07.png  bkgrnd07b.png
    You can select up to 100 reports to run at one time.
  2. If any of the selected reports are configured to prompt for Report Options, a dialog will appear asking for the specific parameters to use for each report...

    bkgrnd08.png
    Once all options are correct, click the Run All button on the dialog window to start all of the selected reports.
  3. The Jet tray application will start and a notification will be displayed letting you know that your reports are running...

    bkgrnd03.png
    If desired, you can click on the notification or the Jet icon in tray to view the progress of your reports. 
  4. As your reports complete and become available for viewing, you will receive additional notifications...

    bkgrnd04.png

    Click a notification or the Jet icon in the tray to display the Jet Report Queue.

  5. In the Jet Report Queue, you can see the status of any of the reports that are: currently running, completed and available for viewing, stopped, or are pending.

    bkgrnd05.png

    Click Open for any Completed report you wish to view.

  6. The report will then be opened in Excel.

    bkgrnd06.png

Troubleshooting

Report results in an error

In the event that a report is unable to complete, the report will appear in the Stopped section of the Jet Report Queue.

bkgrnd09.png

You can click View Error to get additional information about the specific error that was encountered.


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