What s New in Jet Reports 2009

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1 What s New in Jet Reports 2009 New Feature Overview for Dynamics NAV Connectors The purpose of this document is to review some of the features available in Jet Reports This document includes a high level overview of the new features in Jet Reports Additional release notes on features and other topics are available on the community site and in the on-line help in Jet Reports. Contents Improved Browser... 2 New Report Scheduling Features... 3 New Jet Formulas... 3 Improved Jfx Function Wizard... 4 Simplified Options... 5 Field Caches... 5 Report Builder... 6 Data View Creator Tool... 6 New Feature Overview Page 1

2 Improved Browser The new Browser in Jet Reports 2009 replaces the Designer feature in previous versions. The data sources, companies (when available) and drag/drop mode are all available at the top of the Browser form rather than in the data area, providing more room to see and work with the tables and fields. Sample values are available for any field by right clicking to open a sample values window that stays refreshed as you move from field to field, allowing fast access to the live data. Highlight fields by clicking, shift clicking or control clicking to select the fields that you want on your report and drag and drop them to where you need them. New Feature Overview Page 2

3 New Report Scheduling Features The Report Scheduler has a new look and feel that allows you to set up scheduling in a stepwise wizard fashion for new users and at the same time allows advanced users the flexibility to move directly to the options that are important to them. When ing a scheduled report, the subject and body of the can now be specified. You can either type them in when scheduling the report or specify Excel named ranges from which to populate them at runtime. Detailed information on the new scheduling functionality is available in the What s New in Jet Reports 2009, New Scheduling Features release notes. New Jet Formulas Several new formula features are available in Jet Reports 2009, giving users more power than ever to create the reports that they need. Advanced linking features including enhancements to Link= provide the ability to easily create reports where the field that needs to be filtered is not on the table from which you are reporting. Detailed information on Link= and other formulas in Jet Reports 2009 is available in the What s New in Jet Reports 2009, Formula Reference release notes. New Feature Overview Page 3

4 Improved Jfx Function Wizard The Jfx Function Wizard supports a richer variety of extended formula features such as Link= and Company=. Fully supported lookups make it easier to create formulas using these features. New Feature Overview Page 4

5 Simplified Options Setting up options correctly can be a tough part of any application. In order to simplify setup and administration of Jet Reports, the application settings and data source settings were split and each given their own dedicated screens. File and Edit menus provide a more standardized approach to tasks such as creating new data sources, importing, exporting, and copying. Field Caches The option to create field caches in NL formulas (previously available only in the Dynamics GP and Universal connectors) is now available for Dynamics NAV connectors as well. Field caches provide easy to create pivot table style reports where there is one line for each unique combination of the fields that you want to see. =NL("Rows","Sales Invoice Line",{ Sell-to Customer No.", No.,"Description"},"Type","Item") Unlike pivot tables, you can continue to refine the report with more information from any combination of data sources, companies, tables and fields to create exactly what you need, even if it isn t in the table that you pivot. New Feature Overview Page 5

6 Report Builder The new Report Builder makes it easy to build reports, even if you don t know where to find the data or how to hook up the tables. Let the Report Builder write all the formulas for you. Just pick the fields from any table using the pre-connected linking to create your own reports quickly. Detailed information on the Report Builder is available in the What s New in Jet Reports 2009, Report Builder Reference release notes. Note: This feature is only applicable to Dynamics NAV connectors. Data View Creator Tool Use the Data View Creator Tool to modify or build your own data views for the Report Builder. Advanced users can leverage their expertise by creating categories and data views and making these available to users that can benefit from a customized reporting experience. Detailed information on the Report Builder is available in the What s New in Jet Reports 2009, Data View Creator Reference release notes. Note: This feature is only applicable to Dynamics NAV connectors. New Feature Overview Page 6

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