Overview
Configuring a Jet Reports data source connection to your Dynamics 365 Business Central data require two steps:
- Installing the Jet Reports extension within your Business Central environment
- Setting up a Dynamics 365 Business Central data source within Jet Reports
Installing the Jet Reports Extension within Business Central
-
Log in to your Business Central environment.
From the home page, select Extensions from the Setup & Extensions menu.
-
From the Extensions page, select Extension Marketplace from the Manage menu.
-
Search for Jet Reports and select the Jet Reports extension.
-
When prompted to agree to the terms of use and privacy policy, click Continue
-
Select the language that matches the language used in your Business Central environment
Click Install
Business Central will then begin the installation process:
-
Once the installation is complete, you can refresh your Extensions page and see the Jet Reports extension.
Creating a Jet Reports Connection to Business Central
-
From within Excel, go to the Jet ribbon and open your Data Source Settings.
-
Click Add on the Data Source Settings tool bar.
In the Add Data Source dialog, give your data source a unique and descriptive name and then choose Dynamics 365 Business Central from the Database Type pull-down list.
Click the Add button
-
When prompted, select the account you wish to use to connect to your Business Central data. If prompted, provide the password.
-
Once the connection is made, the specified User name will be listed on the Authentication tab
-
Click Test Connection to test your connection to the database
-
If you want your Business Central data source to be your primary data source, click Set as Default.
-
Click OK and your new Dynamics 365 Business Central data source is ready to be used in Jet Reports.
Comments