I am quite new to Jet and am working on some financial reports. We have additional dimensions set up in our GL other than Global Dimensions 1 and 2. The table I'm pulling data from is the GL Entry table and the other dimensions are not available there for filtering. How do I set up my report to be able to pull the GL entry amounts by both account and all our dimensions?
Thanks for your help!
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Jet Reports Historic Posts Jet Reports has a feature called Advanced dimensions, which allows you to filter on any dimension in the ledger entry table. You don't need to join the tables yourself - Jet Reports does the trick for you. All you have to do is enter the Dimension Code as a field:
E.g. =NL("Rows","G/L Entry",,"Account no.","FilterForGlAccounts","Posting date","FilterForDate","NameOfDimension3","FilterForDim3", etc…)
You may find more info on Advanced dimensions in the Jet Reports Help or if you browse this forum.
From personal experience I have a remark: the G/L Entry table may be a huge table and doing the Advanced dimension trick may take a lot of time. To increase performance I recommend you to have a look at the option to create an Analysis view in Financial management. That will give you the G/L info (Account no, Date, Amounts (actual and budget)) and up to 4 Dimensions (any 4 dimensions) in just 1 single table (Analysis view entry). If you then base your Jet Reports report on that table it should be performing much better.
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