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Create a D365 Business Central Data Source in Jet Reports


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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

  1. Log in to your Business Central environment.

    From the home page, select Extensions from the Setup & Extensions menu.

    bc02.png
  2. From the Extensions page, select Extension Marketplace from the Manage menu.

    bc03.png
  3. Search for Jet Reports and select the Jet Reports extension.

    bc04.png
  4. When prompted to agree to the terms of use and privacy policy, click Continue

    bc05.png

  5. Select the language that matches the language used in your Business Central environment

    bc06.png

    Click Install

    Business Central will then begin the installation process:

    bc07.png

  6. Once the installation is complete, you can refresh your Extensions page and see the Jet Reports extension.

    bc08.png

     


Creating a Jet Reports Connection to Business Central

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

    bc09.png
  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 and then choose Dynamics 365 Business Central from the Database Type pull-down list.

    bc10.png
    Click the Add button
  3. When prompted, select the account you wish to use to connect to your Business Central data.  If prompted, provide the password.

    bc12a.png
  4. Once the connection is made, the specified User name will be listed on the Authentication tab

    bc13a.png
  5. Click Test Connection to test your connection to the database

    bc13.png
  6. If you want your Business Central data source to be your primary data source, click Set as Default.

    bc14.png
  7. Click OK and your new Dynamics 365 Business Central data source is ready to be used in Jet Reports.


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