My Jet Reports

Purpose of this document

My Jet Reports provides users with a list of available Jet Reports that can be opened from within Ceres via the Home Page.

Ceres Object release 6.00.00 is required for the functionality described in this document.

TABLE OF CONTENTS

•  Establishing Available Jet Reports
• Assigning User Access to Jet Reports
• My Jet Reports on the Home Page

Establishing Available Jet Reports

1. Jet Reports can be accessed by selecting “Search” from the Dynamics 365 Business Central Banner and entering “Jet Reports” in “Tell me what you want to do” then selecting “Jet Reports” from the results in the Go to Pages and Tasks section OR by selecting the “Jet Reports” menu action (if present) from your Role Center home page.

2. The Jet Reports list page is where you establish a Jet Report Code, Name, and the path to where the Jet Report can be found.

Code: Alpha numeric code assigned to the Jet Report. This code is displayed on the Home Page along with the Name of the Jet Report.

Name: This is the file name for the report. Select Import Report to locate the file and import.

Note: For all users to be able to access the Jet Report, it should be stored on a common network file share that is accessible to all users. When selecting the Jet Report, UNC (Universal Naming Convention) paths should be utilized over drive letter mapping unless all users are mapped to the same drive letter for same network file share.

Assigning User Access to Jet Reports

Once Jet Reports have been established, they need to be assigned to a User via User Setup for the User to be able to access them from the Ceres Home Page.

User Setup can be accessed by selecting “Search” from the Dynamics 365 Business Central Banner and entering “User Setup” in “Tell me what you want to do” then selecting “User Setup” from the results in the Go to Pages and Tasks section OR by selecting the “User Setup” menu action (if present) from your Role Center home page.

On the User Setup page, select the User you want to grant Jet Reports access to and select Related à Jet Reports from the menu.

On the Jet Report Access page, drill down on the Jet Reports Code to select the Jet Reports that the user should see on their Home Page.

My Jet Reports on the Home Page

Once the Jet Reports have been assigned via the Jet Reports Access page, the User will be able to run the Jet Report via the My Jet Reports list part on their Home Page.

Note: When using the “Open Report” option for a Jet Report that is selected, the Jet Report downloads to the computer but it will not be refreshed. The user will need to manually refresh the Jet Report to obtain the latest report data.