Jet Reports training

Lesson 1 • What Is Jet Reports

Defines Jet Reports, its purpose, and its role in business intelligence. Establishes context for all subsequent reporting concepts covered in the chapter.

Lesson 2 • Jet Reports Interface Orientation

Introduces the Jet Reports ribbon, task pane, and Excel-based workspace. Learners gain confidence navigating the tool before building any reports.

Lesson 3 • Understanding the Reporting Workflow

Maps the end-to-end process from data source to published report. Learners understand how each step depends on the previous one.

Lesson 1 • Combining Functions in Formulas

Demonstrates nesting and combining Jet functions with native Excel formulas. Learners produce dynamic, calculated report cells using layered logic.

Lesson 2 • The NF Function for Field Values

Covers NF as a companion to NL for retrieving related field values from a record. Learners combine NL and NF to build multi-field data rows.

Lesson 3 • Function Parameters and Options

Explores advanced parameters such as currency, rounding, and flow options within Jet functions. Learners fine-tune output precision and formatting.

Lesson 4 • The GL Function Explained

Teaches the GL function syntax for retrieving general ledger balances. Learners apply filters and date parameters to return precise financial data.

Lesson 1 • Using Report Parameters

Introduces parameter cells that allow users to filter report data without editing formulas. Learners link parameters to Jet function arguments dynamically.

Lesson 2 • Formatting Report Output

Applies Excel formatting techniques to make Jet report output professional and readable. Formatting is separated from data logic to maintain report integrity.

Lesson 3 • Entering and Testing Jet Formulas

Guides learners through entering GL and NL formulas in a live report. Testing each formula immediately catches errors before the report grows complex.

Lesson 4 • Designing the Report Layout

Covers planning row and column structure before writing formulas. A clear layout reduces errors and speeds up report development.

Lesson 1 • Applying Single-Condition Filters

Teaches filter syntax for restricting NL results to a single condition. Learners practice exact match, range, and wildcard filter types.

Lesson 2 • Using FlowFilters and Date Filters

Covers ERP-specific FlowFilters and date-based filtering for period-sensitive data. Learners apply these to retrieve accurate period balances.

Lesson 3 • Building Multi-Condition Filters

Extends filtering to multiple fields and logical combinations. Learners construct AND and OR filter logic within NL function arguments.

Lesson 4 • Filtering with Dynamic Parameters

Links filter arguments to parameter cells for user-driven data selection. Learners build flexible, reusable reports that respond to input changes.

Lesson 1 • Setting Up an Expansion Row

Guides learners through configuring the NL function to trigger row expansion. Correct setup ensures each record generates exactly one output row.

Lesson 2 • Understanding Row Expansion Concepts

Explains how Jet expands a single template row into multiple output rows. This concept underpins all list-style and detail reports.

Lesson 3 • Sorting and Grouping Expanded Data

Applies sort and group options within the NL expansion to organize output. Learners produce grouped subtotal reports without post-processing.

Lesson 4 • Nested Row Expansion Techniques

Introduces nested expansion for hierarchical data such as orders and lines. Learners build parent-child report structures using layered NL formulas.

Lesson 1 • Multi-Period Trend Analysis

Builds a report with columns for each accounting period to reveal trends. Learners use dynamic period parameters to shift the date range.

Lesson 2 • Budget vs. Actual Variance Reports

Retrieves budget and actual GL data in parallel columns to compute variances. Learners apply conditional formatting to highlight significant variances.

Lesson 3 • Building a Balance Sheet Report

Covers balance sheet structure and the GL parameters needed for asset and liability balances. Learners verify that the report balances correctly.

Lesson 4 • Departmental and Dimensional Reporting

Applies dimension filters to segment GL data by department, cost center, or project. Learners produce comparative reports across multiple dimensions.

Lesson 1 • Column Expansion for Dynamic Columns

Extends expansion concepts to columns, enabling reports with a variable number of columns. Learners build period or dimension columns that adjust automatically.

Lesson 2 • Building Sub-Reports and Drilldowns

Creates linked sub-reports that open detail data from a summary report cell. Learners configure drilldown links to improve report usability.

Lesson 3 • Report Templates and Reusability

Establishes template design practices that allow reports to be cloned and adapted quickly. Learners document and standardize templates for team use.

Lesson 4 • Using Report Options and Settings

Explores Jet report-level settings that control refresh behavior, error handling, and output format. Learners configure settings to match deployment requirements.

Lesson 1 • Scheduling Automated Report Runs

Configures scheduled report execution to deliver fresh data without manual intervention. Learners set up schedules and monitor execution results.

Lesson 2 • Maintaining and Updating Reports

Establishes a maintenance process for updating reports when ERP data structures change. Learners apply change management practices to minimize disruption.

Lesson 3 • Publishing Reports to End Users

Covers methods for distributing Jet reports to non-designer users. Learners choose appropriate delivery formats and access methods.

Lesson 4 • Troubleshooting Common Report Issues

Diagnoses and resolves the most frequent Jet report errors encountered in production. Learners build a systematic debugging approach for fast resolution.