Jet Reports Installation Guide

Version 4.0.7

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Quick Installation Guide

These steps are covered in greater detail in this Installation Guide.
1.

Download the Jet Reports Software from [Link].

2.

Unzip the installation file.

3.

Run the [Link] you just unzipped.

4.

Copy your Jet License file (*.jlf) into the c:\Program Files\JetReports directory.

5.

If your name appears as a designer in the Jet Reports license file, check your user name in Excel to make
sure it matches the Jet license file exactly.

6.

Activate the Jet Reports Addin:

7.

8.

9.

a.

If you are using Excel 2002 or later, activate the Jet Reports Addin from Start/All Programs/Jet
Reports.

b.

If you are using Excel 2000, activate the Jet Reports Addin from the Excel/Tools/Addins menu.

If you are using Navision:

a.

Determine the name and type (Navision Native or SQL) of your Navision Server.

b.

Verify that your current Navision license file is present in your client directory and is named
[Link].

c.

Verify that you have C/Front installed.

If you are using Great Plains:

a.

Determine the name of your SQL Server and the name of the database that contains your company
data.

b.

Verify that your SQL server login matches your Great Plains login.

c.

If you want to use Jet Reports Friendly Names for the tables and fields, verify that the system
administrator has run the Great Plains Friendly [Link] program.

If you are using any other database type (i.e. FoxPro, Oracle, etc):
a.

Determine if there is an OLE driver written specifically for your database and install it

b.

If you are using a MS SQL Server based database, the OLE driver for MS SQL is already
installed.

c.

If there are no OLE drivers available, locate and install an ODBC driver for your database.

10. Open Excel, click the Jet/Options/Data Sources menu and configure your Jet Reports Data Source.
11. Check your Jet menu in Excel and confirm that you have a designer or viewer menu as appropriate.
12. Locate and read the Jet Reports User Guides located in your Start/All Programs/Jet Reports menu.
13. Enjoy using Jet Reports!

How to Read This Guide

Jet Reports is designed to work with many different databases. This manual specifically mentions Microsoft
Business Solutions - Navision and Microsoft Business Solutions - Great Plains. If you are attempting to connect to a
Navision database, you will need to pay particular attention to the sections labeled Navision. If you are
attempting to connect to any other type of database, including Great Plains, you need to look in the sections labeled
Universal Connector. Jet Reports takes advantage of several features in Great Plains that do not apply to other
Universal Connector databases, or Navision. These features are discussed in sections labeled Great Plains.
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Contents
Quick Installation Guide.................................................................................................................................................2
How to Read This Guide.................................................................................................................................................2
Install Prerequisite Software...........................................................................................................................................5
Jet Reports with a Navision Connector.......................................................................................................................5
Review Navision Security (Navision)....................................................................................................................5
Jet Reports with a Universal or Great Plains Connector.............................................................................................6
Install Jet Reports (All Databases)..................................................................................................................................6
Upgrading from Prior Versions of Jet Reports............................................................................................................6
Jet License Files (All Databases)....................................................................................................................................6
Activate Jet Reports (All Databases)..............................................................................................................................7
Configuring Jet Reports (All Databases)........................................................................................................................8
General Options Screen..............................................................................................................................................8
Default Data Source................................................................................................................................................9
Simulate Viewer Mode...........................................................................................................................................9
Cache Formula Results...........................................................................................................................................9
Show Report Run Time...........................................................................................................................................9
Local Database Warning.......................................................................................................................................10
Show Designer......................................................................................................................................................10
Auto Debug...........................................................................................................................................................10
Jet License file path..............................................................................................................................................10
Auto Import Options.............................................................................................................................................10
Data Sources Screen..................................................................................................................................................11
Configuring a Navision Data Source Type...............................................................................................................11
Configuring the Universal and Great Plains Data Source Types..............................................................................14
Configuring the Data Link Properties (Universal and Great Plains)........................................................................15
Provider Tab..........................................................................................................................................................15
Connection Tab.....................................................................................................................................................15
Advanced and All Tabs.........................................................................................................................................16
Configuring Jet Reports for [Link].......................................................................................................16
Verifying your Designer/Viewer Status (All Databases)..............................................................................................17
Changing the Default Installation Options (All Databases).........................................................................................18
Navision Specific Configuration Options.....................................................................................................................18
Using a Navision Language Module.........................................................................................................................18
Advanced Options Configuration.............................................................................................................................21
Updating Navision Drilldown Forms........................................................................................................................21
Updating the Advanced Designer.............................................................................................................................22
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Support for Quantites in Navisions G/L..................................................................................................................23

Multiple Concurrent Navision Versions....................................................................................................................24
Installing Friendly Table/Field Names with a Universal Connector.............................................................................25
Installing Friendly Table/Field Names in Great Plains.................................................................................................25
Using Jet Reports With Citrix (All Databases).............................................................................................................27

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Install Prerequisite Software

Jet Reports with a Navision Connector
Before you can use Jet Reports V4.0.7 with Navision, you must have the following software installed:

Excel 2002 or later to use large arrays. Excel 2000 with the latest service packs is OK if arrays with less than
10,000 elements are sufficient or if you dont use the array features of Jet Reports.

The Navision Client with executable version 1.2 or later

Navision C/FRONT.

If you intend to run AutoPilot, Windows 2000 or later is required.

If you intend to run multiple versions of Navision concurrently, Windows 2000 or later is required.

You must install a Navision client and C/FRONT, which is included in later versions of the SDK. In early versions
of C/FRONT, proper installation requires copying files from the Navision client directory to the C/FRONT
directory. Follow the C/FRONT installation instructions for the version you are installing to make sure C/FRONT
will work with Jet Reports. Ideally, you should use exactly the same version of C/FRONT as your Navision server
and client software. Since Navision often releases minor version changes, the best way to insure you have the same
version is to use the same CD for C/FRONT that you used to install the rest of your Navision software.
A Navision License file that permits C/FRONT must be saved as [Link] in the Navision Client program folder.
This is the same folder in which you find [Link]. You must copy the Navision License file to each workstation
that will run Jet Reports. This is a requirement of C/FRONT, not Navision Client so if you do not copy the license
file to each machine, Jet Reports will not be able to connect to the database even if Navision Client works perfectly.
If you want to use the drilldown feature of Jet Reports, you must be using version 3.01b or later of the Navision
executables. If you use objects prior to version 3.01b you may need to update the drilldown forms as explained in
the below section on the configuring Jet Reports. To use drilldown, both Jet Reports and the Navision client must
connect to a database server. Both the Navision and the SQL server options are supported. The drilldown feature
is not compatible with local databases so if you try to use drilldown while connected to a local database, you may
experience problems.

Review Navision Security (Navision)

To use Jet Reports, a user must have cross company permissions to read the company table, execute permission for
C/FRONT and read permission for the tables the user is allowed to include in reports. Users with C/FRONT execute
permission can see all fields in the tables to which they have been granted read permission. Field level security is not
available when a user is granted both read permission on a table and execute permission for C/FRONT. It is very
helpful to grant Jet Reports users the execute permission for Tools, Zoom so they can see all field values inside
Navision.
If your database has multiple companies in it and a user does not have access to all of them, you should create a
separate role that has read access to the company table only for all companies. Add this new role to any user who
needs to use Jet Reports. The new role will not grant any additional privileges to the user. In order to create this
new role and assign it to users you must be using a login that has the Super user role associated with it.

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Jet Reports with a Universal or Great Plains Connector

Before you can use Jet Reports V4.0.7 with a Universal Connector, you must have the following software installed:

Excel 2000 with the latest service packs or later.

If you intend to run AutoPilot, Windows 2000 or later is required.

You will need to install the OLE or ODBC software for your database. Jet Reports will run faster using OLE
drivers than ODBC drivers so we recommend that you search for an OLE driver even if you already have an
ODBC driver installed.

For database installations that use MS SQL Server (including Great Plains), your computer already has an OLE
driver for MS SQL Server avaliable so you only need to select it while configuring your conection.

If you want to use Friendly Names in Great Plains, someone with database administrator privlidges should run
the Great Plains Friendly [Link] program. This operation is detailed in a separate section.

Install Jet Reports (All Databases)

Jet Reports version 4.0.7 can be downloaded as a compressed executable file from [Link]. Look in the
software category of the support site. A user name and password are required to access the site.

Upgrading from Prior Versions of Jet Reports

If you are upgrading from Jet Reports 3.4.4 or later, you do not need to uninstall any prior version before installing
Jet Reports Version 4.0.7. All of the options from your previous version of Jet will be used when you install 4.0.7
and the installer will remove you old version before installing the new one.
If you are upgrading from versions prior to Jet Reports 3.4.4, you will have uninstall the old version manually. First
go into Excel and from the Tools/Add-Ins menu, remove the check mark next to Jet Reports. After you remove the
check mark, close Excel. Use the Add/Remove icon on the Windows Control Panel to uninstall Jet Reports. Go
back into Excel and if Jet Reports is still listed as an available Add-In, try to put back the check mark next to it. You
should get a message that Jet Reports is not found and a question asking if you want to remove it from the list. Click
yes. Jet Reports is now completely uninstalled and you can proceed with the installation of the new version.

Jet License Files (All Databases)

After you install Jet Reports, you normally copy your license file to the Jet Reports program folder directory
(C:\Program Files\Jet Reports by default.) You can store your Jet License file in another folder, perhaps in a shared
folder on your network, if you update the Jet License Path under Jet/Options. If you have received your license by
email, you should check the extension to make sure that it is .jlf. Some email programs will change the extension of
ASCII files to .txt, which will break Jet Reports.
To request a license file, send the list of names of the designers to orders@[Link]. If you are a Navision
user, you should also include your Navision license file in your email. The designer names must be exactly as they
appear in the User Name field in each designers Excel Options General tab. To check this, in Excel, use
Tools/Options and then click on the General Tab. The User Name appears at the bottom of the window. In order to
comply with Microsoft Licensing requirements, the name must be an actual user name. License files cannot be
issued for generic names like Excel User.
If you already have a Jet Reports license and need to update your list of Designer names, or if you have changed
your Navision license, you can send the changes you would like, along with your current JLF file to
sales@[Link]. If your Navision license has changed, you will need to include your [Link] in the email as
well.
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If you have a Navision Connector, your Jet license file has the same name as your Navision license number with a
.JLF extension.
If you have a Universal Connector, your license file name is the Jet Reports license number. The name should end
in U and have a .JLF extension.

Activate Jet Reports (All Databases)

Excel needs to be configured to recognize Jet Reports as an Add-In. Since Excel stores Add-In configuration by user,
if multiple users use the same workstation, this step must be done for each user. You can either use the Excel Tools
Menu to activate Jet Reports, or you can use the Jet Reports Activate program. To use the Jet Reports Activate
program, first close Excel, then choose Start/Program/Jet Reports/Activate. On some versions of Windows, the Start
menu may be a little different than shown below.

To Activate Jet Reports using the Excel Tools Menu, do the following:

From the Excel Tools Menu, Select Add-Ins

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From the Add-Ins menu, select Browse to find the [Link] file. This file is in your Jet Reports
installation folder which, during installation, defaults to C:\Program Files\Jet Reports.

When you select OK, Jet Reports will be added to your Excel Add-Ins. The Jet menu selection is added to the main
Excel menu bar.

Configuring Jet Reports (All Databases)

After installation, you must configure Jet Reports. From Excel, use the Jet/Options menu.

General Options Screen

This screen lists options that affect all of Jet Reports, regardless of what type of data sources you have.

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Default Data Source

The Default Data Source is the name of the database/server connection that is used by default in Jet Reports
worksheet functions. Data sources and their names are defined on the Data Sources tab. Jet Reports can retrieve
data from the default data source faster than other connections so you should chose the Data Source that you will use
most often as the default.

Simulate Viewer Mode

Simulate Viewer Mode temporarily removes design privileges so that a report Designer can test reports before they
are distributed to report Viewers.

Cache Formula Results

During report generation, the result of each Jet Formula is saved in a cache. Normally, the cache is purged each time
you choose Jet/Report. If you want to keep the cache to speed up report refreshes, choose Cache Formula Results.
If data has changed in Navision between report refreshes, re-running the report will not update the values on the
report since the old values are stored in the cache. To see updated values from Navision, you need to push the Purge
Cache button or close Excel to purge the cache. This option is primarily intended to help report Designers who
might refresh a report many times in a row in the process of refining it. For a report Designer, real time data is
usually not as important. If you are a report Viewer, you would normally turn this feature off.

Show Report Run Time

The Show Report Run Time option will display in the Excel status bar the time that the last report generation took to
generate.
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Local Database Warning

Local Database Warning enables/disables the warning message that appears if you are using a local database
connection. Local database connections can cause unpredictable results with drilldown and can cause other
problems related to database access. The warning message is intended to warn you of the potential problems of
using a local connection.

Show Designer
The Show Designer option allows you to choose whether or not you would like the Jet Reports Designer window to
be displayed each time you go into design mode by selecting Jet/Design.

Auto Debug
When Jet Reports has finished updating your report after you select Jet/Report, it will now automatically find the
first cell in your report worksheet that contains #Value and run the debug function to attempt to give you an error
message explaining the source of the #Value. This feature is equivilent to the Jet/Debug menu option except that it
happens automatically. The default value for this feature is After Report Generation. Do not change this option to
Disabled unless you are willing to use the Debug feature on the Jet menu.

Jet License file path

By default, the Jet Reports license file is stored in the Jet Reports program folder. If you want to store Jet License
files somewhere else, you enter the path in Jet License file path. If you store the license files on a network shared
drive, you wont need to copy Jet license files to each workstation. (You still need to copy the [Link] file as
described above.)

Auto Import Options

Normally, options are stored in the registry for each user. This is fine if each user has unique options, but when a
group of users share common options, it is more convenient to store the options in a file in a shared folder. If you
select Auto Import Options, you enter a file name in Options File to Auto Import, then when Jet Reports starts, the
Jet Options are automatically imported instead of being read from the registry.
Once you select Auto Import Options, the only other option you can change is the Options File to Auto Import.
To create the file, you should uncheck Auto Import Options and set all the desired options. You should also define all
the Data Sources as explained below. Once all the other options are set, select Auto Import Options and fill in
Options File to Auto Import with the path and filename where you are going to export the options. Then click Export
Options and export the file to the same place you specified in Options File to Auto Import.

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Data Sources Screen

You use Data Sources tab to define one or more database/server connections. When you first install Jet Reports, the
first Data Source Name is automatically added but you must complete the rest of the options. Use the Add button to
add additional Data Sources. You will be given the option to copy an existing Data Source. You can delete Data
Sources with the Delete button.

Use Type to specify whether you are connecting to a Universal Data Source, Navision-Server, Navision-SQL Server,
or a Navision-Local database. If your database was created by any program other than Nabision, you will need to
use the Universal Data Source type and skip down to the Configuring the Universal Data Source Type section of this
document.

Configuring a Navision Data Source Type

Enter the name of the server in Server Name. Enter the appropriate network protocol using Net Type. Enter the name
of the database in Database Name.
If you are unsure what to enter in these fields, you can look in Navision under File/Database/Information on the
Database and Connection tabs. Note: You must be connected to your database in Navision before you can use
File/Database/Information.

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If the database is local, enter the size of the database cache in Local Cache Size. A larger cache will improve
database access speed, but may slow down your computer if you make it too large.
Choose whether to use Windows or Database authentication with Authentication. Your choice here is dictated by
how your Navision database is configured. If you are not sure, check with your IT staff or with your Navision
Solution Center.
If you choose Database, you can enter a User ID and Password. If you leave either of these fields blank, the user
will be prompted for database login credentials when they attempt to connect. Although the password is encrypted,
the encrypted password could be used to gain access to Navision data through Jet Reports. Encrypted passwords are
stored in exported options files and in the registry.
Enter the company name that you will use the most in Default Company. Use the Company button to select the
company name. Clicking the company button opens a connection to the database, so it is one way to test some of
your data source information.
If you have more than one version of Navision on your computer, you may need to specify the folder that contains
the [Link] program for the version of Navision that corresponds to the version of the database or server you are
trying to access.
For local Navision databases, you can specificy the Navision license file to use in Local Navision License File. For
Servers, the license file is on the server and can not be over-ridden.
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If you are using a customized Analysis View table that includes G/L quantities, enter the field for the quantity in
Analysis View Quantity Field. You can read more about this option in the below section called Supporting Quanities
in the G/L.
The Language Code and Language Module Folder options are detailed below.
Once all the other options are entered, Click the Test Connection button to verify that all data source options are
correct. You will receive a message that you are licensed as a Viewer or a Designer. Make sure that this message
correctly reports your status. If you think you should be a designer and the message says you are a Viewer, check
your license file by clicking Display Jet License. Make sure your name is spelled correctly in the License File and
that your name in the license file matches your name in Excel.

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Configuring the Universal and Great Plains Data Source Types

Once you have selected the Great Plains or Universal Data Source, most of the configuration options on the Data
Sources screen will disappear. Note that it is possible to use a connection type of Universal Data Source with a
Great Plains database if you would not like to use Friendly names (described below), and doing so will increase the
performance of your reports. The majority of the configuration options are located under the Properties button,
which is covered in detail in a section below.

The Drilldown Record Limit sets the maximum number of records that Jet Reports will display when you use the
drilldown feature. Increasing the limit will increase the amount of time Jet Reports takes to display the drilldown
form.
Some databases are case sensitive with respect to field and table names queries. This means that if you enter
Customerid in Jet Reports and the actual field name is CustomerID, some databases will give you an ambiguous
error message. When the Case Sensitive Names option is turned on, Jet Reports will check the table and field names
that you enter to make sure they have the correct case before querying the database. If you have entered Customerid
and should have entered CustomerID, Jet Reports will direct you to your error. If you turn this option off, you may
get ambiguous error messages if your database has case sensitive names.
If you have selected the Great Plains type, you will have the option to change Table and Field name format in the
Designer. This option will only work correctly if you install the Friendly Table/Field name feature in Great Plains as
described in a section below. There are four options for formatting the Table and Field names: Friendly, Physical,
Friendly (Physical) and Physical (Friendly). For the Friendly and Friendly (Physical) options, the Jet Designer will
display the Friendly names and sort by Friendly Name. This can be useful if you are searching for a Friendly name.
When you drag and drop a field onto Excel, Jet Reports will give you formulas and column headings based on the
Friendly names. For the Physical and Physical (Friendly) options, the Jet Designer will sort the names by Physical
name so the tables will all be grouped together by category. For example the GL tables all start with GL so they are
all grouped together. When you drag and drop a field onto Excel, Jet Reports will give you formulas and column
headings based on the Physical names.
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If you want to know how many records are in each table in your database, you can select the Show Record Count
option. The Designer will count of the number of records in each table and display it after the table name. This
option may not work properly on all OLE drivers.
If you only want to list those tables that have data in them, you can turn on Omit Empty Tables. Most people only
use a small fraction of the tables that exist in their database and using this option makes the list of tables in the
Designer much easier to use. This option may not work properly on all OLE drivers.
If you would like to treat null values and blank values equivalently in your database, set the Blank Filter Return
Nulls option to Yes.
If you would like to specify a timeout period when connecting to your database you can do so in the Command
Timeout text box.

Configuring the Data Link Properties (Universal and Great Plains)

The Data Link Properties Window opens on the Connections Screen. You should click on the Provider tab at the top
of the screen to start your configuration.

Provider Tab
The provider tab allows you to select the OLE DB Provider that matches your database.

There are many cases where you have several possible options for connecting to your database. One good example
of having several valid connection options is MS Access. The Jet OLE DB Provider and the OLE DB Provider for
ODBC Drivers will both allow direct connection to an Access database file. Likewise, there is an Oracle OLE DB
Provider as well an SQL OLE DB Provider, and both of those database types allow ODBC connections. In general,
if you can use a direct OLE connection instead of ODBC, your connection will run faster. The OLE DB Provider
for ODBC Drivers also requires that you separately configure an ODBC connection to your database.

Connection Tab
Once you have selected your data provider, (see previous topic) click the Next button or click on the Connection tab.
Shown below are the connection tabs for Microsoft OLE DB Provider for ODBC Drivers on the left and the
Microsoft Jet 4.0 OLE DB Provider on the right.
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On the Connection tab, you can specify where your data is located and how to connect to it. The fields displayed on
this tab depend upon the OLE DB Provider selected. For example, if you select the OLE DB Provider for Oracle,
the Connection tab displays fields for the server name and login. If you select the OLE DB Provider for SQL
Server, then the server name, type of authentication, and database must be furnished.
In most cases, once you have configured the Connection tab, you can click the Test Connection button to determine
if Jet Reports can connect to your database. If your database connection works you will get the following message.

Advanced and All Tabs

Use the Advanced tab to view and set other initialization properties for your data. The Advanced tab is providerspecific and displays only the initialization properties required by the selected OLE DB provider. For more
information about advanced initialization properties, refer to the documentation provided with each specific OLE
DB provider.
Use the All tab to view and manually edit all OLE DB initialization properties available for your OLE DB provider.
Properties can vary depending on the OLE DB provider you are using. For more information about the initialization
properties, refer to the documentation provided with each specific OLE DB provider.

Configuring Jet Reports for [Link]

The NorthWind database is a sample access database that comes with MS Office so it is used as an example in the
Jet Reports Universal User Guide. By default in Office 2003, NorthWind is installed at C:\Program Files\Microsoft
Office\Office11\Samples\[Link]. If you have Office XP, substitute Office10 for Office11. If you have
Office 2000, substitute Office9 for Office11. After you select the Microsoft Jet OLE DB Provider on the Provider
tab of the Data Link Properties window, click Next to enter the path to the database. You will need to enter Admin
as the User name and select the Blank password option. Click Test Connection and you should have access to
NorthWind.

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Verifying your Designer/Viewer Status (All Databases)

Until you completely configure you Jet Reports Data Source or if you are licensed as a viewer, the Jet menu appears
as below:

For a licensed designer, the Jet menu looks as follows:

If you are licensed as a Designer and you do not get the Designer menu, there are two common problems.
If Jet Reports does not have a properly configured database Data Source or cannot find its license file, you will not
get a Designer menu. You can test the integrity of your data source configuration by clicking the Test Connection
button on the Jet/Options/Data Sources screen. You should receive a message that you are licensed as a Viewer or a
Designer. If there is a connection problem, you will get an error message related to the cause of the problem. If you
have multiple data sources, you must have at least one that is correctly configured.
If your user name in Excel does not match your name in the Jet Reports license file exactly, you will not get a
Designer menu. To verify that your name is entered in Excel correctly, click the Display Jet License button from the
Jet/Options/Data Sources screen. If you scroll down, you should see a list of designer names. Your name here needs
to match your Excel user name, which you can find in Excels Tools/Options/General screen.
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Changing the Default Installation Options (All Databases)

If you want to create an automatic installation with custom options, you can unzip the Jet Reports installation
program to a folder on a network share. Install Jet Reports on a typical computer and configure all of the options as
described above. If you are using Database Logins, delete your User Name and Password so they will not be
installed on other computers. Next export your options to a file named [Link] and replace the
[Link] file in the installation directory you just created. If you unzipped the Jet Installation to
R:\Installer, you will find the DefaultOptions file in the R:\Installer\Program Files\JetReports folder. When you
install Jet Reports from this location, it will copy the [Link] folder to the local computer. The first
time a user activates Jet Reports, it will use the options stored in [Link]. If the [Link] file
specifies Auto Import Options, options will be read from the specified file as explained above.

Navision Specific Configuration Options

Using a Navision Language Module
You can enter table names, field names, and options in your language if you export a Navision Language Module
from Navision and tell Jet Reports where to find it. The language module should have the same name as the three
letter language code and an .flm extension. You can save the language module in the language folder beneath your
Navision Client program folder. For example, for Danish, you might export your file to
C:\Program Files\Navision Attain\Client\DAN\[Link]
Jet Reports only needs the captions stored in the table objects. To export a Language Module, go into Navision and
from the menu choose Tools/Object Designer

From Object Designer, click the Table button and then select all tables by clicking the square in the top left corner of
the Table list. You can also choose the menu option Edit/Select All.

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After you have selected All Tables, choose Tools/Language Module/Export.

Enter the appropriate File Name, Language, and click OK.

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Next enter the three letter language code in the data sources Language Code field.

Instead of placing all Language Modules in the language subfolder of the Navision Client Program Folder, you can
place them in a common network folder and put the path to that folder in the Langauge Module Folder field of the
data source.
Jet Reports will first look in the folder specified in the Language Module Folder for the language module file. If you
dont specify a language module folder, it will look in the language subfolder of the Navision Client Program Folder.
Then it will look in the Langauge subfolder of the Jet Reports program folder.

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The Jet Reports program Language subfolder is shipped with exported language modules from the country specific
version of Navision 3.60 for the following languages:
ENU English United States
ENC English Canada
ISL Icelandic
DAN Danish
DEU Germany
ESP Spanish
NDL Dutch

Advanced Options Configuration

Clicking the Advanced Options button will display the following form:

From here you can update your Navision drilldown forms and update the Advanced Designer capabilities. Both of
these operations require an exported Navision Object text file, which may require the assistance of your Navision
Solution Center.

Updating Navision Drilldown Forms

The default drilldown forms in Jet Reports Version 4.0.7 match the relationships between tables and drilldown forms
for the objects in Navision Version 4.00. These drilldowns will work for most tables in earlier versions of Navision
too. However, if you have an earlier version of the Navision objects and the drilldown is not working correctly, or
you have added tables or changed the default drilldown forms, you need to update the Jet Reports drilldown forms.
Jet Reports stores the drilldown forms separately for each data source. If you have more than one data source you
need to update each one.
In some cases, you might need to add a drilldown form and then update the corresponding table since not all tables
in Navision have drilldown forms. After you are satisfied with all the drilldown form/table relationships in
Navision, export the table definitions to a text file. You might not be able to export all tables to text due to license
restrictions. You must export all the tables that you want to change. Every time you Update Drilldown Forms, all
previous changes you have imported are deleted. So each time you export tables in order to Update Drilldown
Forms, make sure to include all the tables that need to be different than the defaults shipped with Jet Reports.
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After the tables are exported, make sure that Update Drilldown Forms is selected in the Advanced Options
window, select the exported text file, and click Update. The drilldown forms will be updated on a per data source
basis.
In order to perform the operations described above, follow this procedure:
In Navision:
1. Open Navision and select Tools/Object Designer.
2. Select the table for which you would like to update the drilldown form, and click Design.
3. Scroll to the bottom of the list of fields and select the first line that does not currently contain data.
4. Select View/Properties, then click on the Value field for the DrillDownFormID Property.
5. Click on the up arrow, and select the appropriate form.
6. Close the Properties window and the Table Designer, and select Yes when asked if you would like to save.
7. With the name of the updated table still selected, select File/Export.
8. In the Save as Type drop-down menu, select Text Format.
9. Save the file to the directory of your choice.
In Jet Reports:
1.
2.
3.
4.
5.
6.

Open Excel and go to Jet/Options.

Go to the Data Sources tab and click Advanced Options.
Select the .txt file that you have just exported from Navision.
Select the location in which you would like the Advanced Designer Data to be stored. This is particularly
useful if you are setting up several users
If an error occurred you can view the log file, otherwise click Close.
Click OK to close the Jet Options menu.

You should now be able to drill down on that table from your Jet Report.

Updating the Advanced Designer

The Advanced Designer allows you to see extra information surrounding your Navision Objects in the JetReports
Designer window, and also enables Navision Help from within JetReports. Please note that the Help functionality
can only be used with Navision versions 3.01 and later. If you are configuring multiple machines and have already
run Update Advanced Designer for this same data source on another computer, follow the steps below for Scenario
A. Otherwise, if you have not run Update Advanced Designer for this data source or do not know the location of
the data sources Advanced Designer schema file, follow Scenario B.
Scenario A:
In Navision:
1.
2.

3.

Open Navision and select Tools/Object Designer.

Select Tables along the left column, and either select all of the tables (by clicking the upper-left corner) or
select those tables for which you would like advanced information (you will not be allowed to export those
tables for which you do not have permission). Regardless of which table(s) you select, Help will be
available for all of the tables that have help files defined in Navision.
Select File/Export, and save the objects to a text file of your choice.

In Jet Reports:
4.
5.
6.

Select Jet/Options, go to the Data Sources tab, and select Advanced Options.
Select the text file youve just exported from Navision using the Browse button.
Select the location in which you would like the Advanced Designer schema file to be saved using the Select
button.
7. Make sure Update Advanced Designer is selected, and click Update.
8. Two files will be created in the location you specified: <Data Source Name> [Link] and <Data
Source Name> [Link]. You will want to take note of the location of these files in order to configure
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additional machines without having to run the update again (in which case you would follow Scenario B, as
described below).
Scenario B:
1. Select Jet/Options, go to the Data Sources tab, and select Advanced Options.
2. Select the directory that contains your Advanced Designer schema file (*.add) using the Select button.
Note that in order for the Advanced Designer Help functionality to work properly, this directory must also
contain the associated Help schema file (<Data Source Name> [Link]).
3. Make sure that Update Advanced Designer is NOT selected, and click Update. You will not need an
exported Navision Object Text file to perform this action, though if you have Update Drilldown Forms
selected you will still be prompted for one before being allowed to continue.
4. The data source will be updated to refer to the Advanced Designer and Help schema files in the location
you specified.
In order to use the Advanced Designer make sure that Advanced Designer is selected in the Designer Options
window.

Support for Quantites in Navisions G/L

Some organizations need G/L reports that include non-financial quantities like pounds shipped or hotel occupancy
rate. You can add the Quantity field that is already in the G/L Journal table to the posting forms. This will allow
you to add a quantity to every G/L Journal Entry.
To report on these quantities, you can use the NL function or the GL function. It is far easier to just us the NL
function. Earlier version of Jet Reports did not have the NL function, so the below features are provided for
compatibility with earlier versions to allow the GL function to report quantities.
If you want to use the GL function, you should make additional customizations. For example, you should create a
Sum Index on the G/L Entry table that includes the quantity field. If you want to report on quantities in Analysis
Views, you need to create a new field in the Analysis View Entry table to hold the Quantity and then modify the
Update Analysis View code unit to populate this field. Then enter the field number of the Analysis View Entry
Quantity field in the Analysis View Quantity Field at the bottom of the Data Sources tab.

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Jet Reports provides example modified objects in [Link] in the Jet Reports program directory (C:\Program
Files\Jet Reports by default). These objects are examples only and should not be directly imported into your
database. These examples are probably not fully compatible with your version of Navision.

Multiple Concurrent Navision Versions

If you have Windows 2000 or later and Navision 2.60e or later, Jet Reports can work with multiple versions of
Navision and C/FRONT at the same time. Jet Reports can concurrently support executable versions 2.6e, 2.6f,
3.01b, 3.10a, 3.60 and 3.7. Navision database (objects) versions do not affect this feature.
You must install one version of C/FRONT. You need to enter a different data source for each version that you want
to support. It is very important to fill in the proper path in the Navision Client Program Folder. Jet Reports chooses
the version of C/FRONT based on the version in the [Link] file found in the Navision Client Program Folder.
One common way to use this feature is to change the Default Data Source depending on which version of Navision
you want to use. You can also use the Connection= feature of the NL function or fill in the Connection field of the
GL function. See the Jet Reports User Guide for more information.

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Installing Friendly Table/Field Names with a Universal Connector

Jet Reports provides the ability to use Friendly Names if you are using a Universal Connector. Often times the field
and table names defined in your database are not as intuitive as you might wish. Friendly Names gives you the
ability to define your own names for the fields and tables in your database and then use them in Jet Reports. In
order to use this functionality you will need to add three tables to your database: JETFPG, JETTMAP, and
JETFMAP and then configure your Jet Reports data source to use Friendly Names. (See the Configuring Jet
Reports section for details.)
JETFPG holds the Friendly Name Group. Groups give you the ability to have multiple Friendly Names for a single
table or field. This would be useful for translating your tables and fields into multiple languages.
JETFPG table definition:
Fields:
FPG
JETNAME
Type:

Integer

VarChar

Primary Key:

FPG, JETNAME

Description:

Number uniquely identifying the

Friendly Name Group.

Name of the Friendly Name Group.

JETTMAP maps the existing table name to a Friendly Name and Group.
JETTMAP table definition:
Fields:
FPG
TFN
Type:

Integer

Primary Key:

FPG, TFN

Description:

Number uniquely
identifying the Friendly
Name Group.

TPN

VarChar

VarChar

Friendly Name of the

Table.

Table name as defined in

the database. (Actual table
name.)

JETFMAP maps the existing field name to the table it is on as well as the Friendly Name and Group.
JETFMAP table definition:
Fields:
FPG
TPN
FFN
FPN
Type:

Integer

Primary Key:

TPN,FPG,FFN

Description:

Number uniquely
identifying the
Friendly Name
Group.

VarChar

VarChar

VarChar

Table name as
defined in the
database. (Actual
table name.)

Friendly Field
Name.

Field Name as
defined in the
database.
(Actual field
name.)

Once these three tables have been added and populated with your desired Friendly Names you will be able to use
either Friendly or Actual names in your Jet Reports.

Installing Friendly Table/Field Names in Great Plains

IfyouareusingGreatPlains,youwillquicklynoticethatthetableandfieldnamesthatarelistedintheDesigner
[Link]
easilyreadableformats,[Link]
[Link],youcanautomaticallypopulatethesetablesusingtheGreatPlains
[Link],JETTMAP,andJETFMAPtablestoyourdatabaseand
[Link]
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C:\ProgramFiles\JetReports\GreatPlains\[Link]
haveconfiguredaGreatPlainsdatasourceinJetReportsandhaveyourGreatPlainsapplicationopen.
[Link]
addedtoyourdatabase.

ClickContinue.
ChoosetheJetReportsGreatPlainsdatasourceforwhichyouwouldliketoaddFriendlyNames.

ChoosetheGreatPlainsProductforwhichyouwouldliketoaddFriendlyNames.

ClickAddNamesandtheutilitywillrun.

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YouwillneedtoruntheutilityforeachGreatPlainsProductforwhichyouwantFriendlyNames.
Oncetheutilityisfinished,configureyourGreatPlainsdatasourcetouseFriendlyNames.(SeetheConfiguring
JetReportssectionfordetails.)

Using Jet Reports With Citrix (All Databases)

If you want to use Jet Reports with Citrix, you will need to publish your entire desktop to have full use of Drilldown
and the Designer window. You will need to have Jet Reports, Excel and your data source all installed on the Citrix
desktop. If you are using Jet Reports with Navision, Navision Client and C/Front have to be installed on the Citrix
desktop as well. If you are using an OLE connector, you will need to have the OLE driver installed for your
particular database. If you are using ODBC, you need to have a data source configured in your ODBC Data Source
Administrator, as well as the connection to that data source configured in Jet Reports. You may want to change the
DefautOptions file as described in Changing the Default Options so your users will be automatically configured
except for their User Name and Password. If you are using Window Logins for database security and want more
control over future changes to the Jet Reports Configuration, you can set your default configuration to use a
common Jet Reports options file. This procedure is described in the Auto Import Options section.
Regardless of how you decide to configure Jet Reports, the Excel options and Jet Reports options are stored on a
Per-User basis. This means that each user will have to run Activate from the Start Menu to get access to Jet and
enter their user name and password. It also means that your database security will be maintained since each users
credentials are stored separately.

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Copyright Jet Reports, Inc.
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