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New Jet essentials user

Jet Reports Historic Posts

January 29, 2015 15:49

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Have you gone through the videos in the KB? http://kb.jetreports.com/article/AA-00731/8/

To me, those reports require more time than just a simple one or two line answer and would require getting into explaining the functions, replicators and how to build reports.

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  Jet Reports Historic Posts January 29, 2015 15:49

  Hi all,
  
  We recently migrated to Nav 2013…from exchequer, quite the upgrade, anyway i got the free version of jet and found it good, but really what i need is the essentials version so have placed an order.
  
  In the first instance, my requirements are simple (i hope)
  
  a) i want to be able to pull the TBS of all the companies in nav (about 20) so that i can do a manual consolidation
  - if possible within this id like to be able to generate a listing of the inter company vendors / customers in each co (by posting group i guess) so i can do an inter co matrix
  
  b) i want to be able to pull the monthly overheads by entity for review (so just a range of P&L g/ls again over the 20 co's)
  
  c) i want to be able to review my gross margin info by dimensions (not just the global ones)
  
  are the above all achievable? and can anyone point me in the direction to get started?
  
  thanks in advance

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  Jet Reports Historic Posts February 02, 2015 16:47

  hi, can anyone point me in the right direction?

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  Jet Reports Historic Posts February 04, 2015 15:09

  ok i thought the first two were relatively straightforward, i have managed to do it in jet express, albeit in a very manual way

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  Jet Reports Historic Posts February 05, 2015 07:56

  There are a couple of functions that you might find useful:
  
  NP("Companies") will return a list of all your companies. If you put it in a NL("Columns") function, you could do an NL("Rows") of all your G/L accounts and then put a summing function in there to give you your TB (assuming that your G/L is consistant across the companies).
  
  Also, flow filters are your friend. I've been merrily ignoring them for years, but they are much quicker than summing up entries. For example, if you have a functions like this that will return all your G/L accounts:
  
  NL("Rows","G/L Account",,"Company=","Company1")
  
  Then you can do this:
  
  NF(RefTheNL,"Net Change","Date Filter","01/01/2014..31/12/14") and you'll get the change in the G/L Account over that period. You could then call the NF againw ith a different date range. I believe there's also a dimension filter, so that might be useful.
  
  If you have any questions, feel free to post back here or PM me.

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  Jet Reports Historic Posts February 12, 2015 20:07

  thank you teresa
  
  i will try this
  
  appreciate your help