In 2016, Microsoft announced the end of feature development and support for the aging Management Reporter solution for Dynamics GP. Since then they have designated Jet Reports as the official reporting solution for Dynamics GP data. With GP2018, you can use Jet Basics for GP -- formerly Jet Express for Excel -- a free extension that is available for download and works seamlessly with Dynamics GP.
Making the switch from your old reporting tool to Jet Basics for GP may seem like a logistical and technical challenge. However, Pinnacle of Indiana is here to help. Pinnacle’s experts can help you migrate or recreate your reports in Jet. Pinnacle has already helped a number of firms do so.
When moving to a new software platform, it is common that a company experiences a low or slow adoption rate. For many firms, the initial technical hurdles are great enough to slow the use of the new platform. This results in continued reliance on the legacy platform and prevents the accumulation of experience and expertise in the new platform. Pinnacle offers training and support in Jet and understands the back-end technicalities to get Jet connected to your GP database. Pinnacle can help you get off the ground with robust and complete Financial reporting.
How to Get Started
To work with Jet, simply download and install Jet Basics for GP. Please note, you must have Excel installed before you can install Jet. Once installed, open Excel, and you'll see the Jet menu in the menu bar.
To your benefit, Jet offers great online support. To get an idea of how to use Jet for reports, you might try watching some of their free online courses. Another great idea is to download sample reports from Jet, and then adapt them to your own needs.
In addition, Jet can work with multiple GP companies. You create a single report that will work for every company in your GP database, providing you with fewer actual reports to have to manage, while maximizing your reporting impact.
Reports That Jet Can Easily Produce Include:
- Payroll Reporting
- Sales Invoices
- Vendor PO Status
- Customer Balances and Credit Limits
- Aged Accounts Receivables
- General Ledger Amounts
- Salesperson Commissions
- Profit and Loss
- Fixed Assets Property Ledger
- Fixed Assets Inventory
- YTD Sales, Vendor Analysis
- Item Sales
- Item Tracking
- Income Statement
- GL Balance Sheet
- GL Cash Flow
- GL Month End Trial Balance
- GL Transaction History
- And many more
Jet Express for Excel is compatible with Microsoft Dynamics GP Version 9.0 or newer, running on Windows Server 2008 through 2012R2. Note, Pinnacle can also help you with Windows and GP upgrades!
Jet will work on these Windows clients:
- 7, 8, 8.1, 10, and yes, even Vista.
And these versions of Microsoft Office
- 2007, 2010, 2013, 2016 and Office 365 Desktop Edition
Allow Us to Help You
Pinnacle of Indiana has years of GP experience supporting a large and diverse local clientele. We can easily help you design and customize your own GP financial reporting environment and provide training so you can create and maintain your Jet reporting. Pinnacle’s Jet experts have already migrated several GP customers to the Jet reporting environment and you could be the next. Let us help you get into this exciting new reporting platform.
Follow Pinnacle’s new blog series on how to join the Jet Set and get your GP financial reporting off the ground. Look for more in-depth and informative articles on how to use Jet and GP to produce high quality financial reports. Contact us today to start reporting with Jet!