Microsoft Dynamics 365 Finance & Supply Chain (D365 F&SCM) offers built-in reporting tools, but as your enterprise scales, these tools might not keep pace. Unlock deeper data insights and create custom analyses with Jet Reports.
Jet Reports is a powerful tool for financial reporting, but even the best tools can sometimes run into problems. If you're finding that your reports are taking a long time to refresh, or if data seems to be missing, there are a few things you can check.
In this guide, we'll address some of the most common Jet Reports issues and show you how to fix them, so you can get back to spending more time analysing your data and less time troubleshooting.
1. Slow Report Refresh: Causes and Solutions
Your report is now taking a long time to refresh, which significantly extends the update process. This slow performance often indicates that your report has become too large. It may be attempting to retrieve more data than necessary. The solution may be straightforward. Review your NL functions and replace broad search criteria with more specific ones.
Another Jet Reports Troubleshooting option is to divide a large report into several smaller reports. You can then use Jet's "Report Combiner" feature to merge these separate reports after they have been processed. Finally, take advantage of Jet Reports' caching features. Schedule reports to run during off-peak hours, so you always have up-to-date data without the wait.
2. Missing Data: Troubleshooting Data Retrieval Issues
You are confident that the data exists in your ERP system, but Jet Reports is not displaying it. Before doubting your understanding, consider this common issue. Frequently, this problem is caused by misaligned filters between your report and the data source.
Jet Reports can pull data from all sorts of places, like Microsoft Dynamics 365 Business Central, the Jet Data Warehouse, and even OLAP cubes. Double-check your report's filter settings, especially things like date ranges, company codes, and dimension filters. Make sure they exactly match your data source and aren't accidentally hiding important info.
If the difficulty continues, consider using Jet's "GL Account Schedule" function instead of the standard "GL" function when possible. This function typically retrieves data more effectively, capturing information that might otherwise be missed.
3. Resolving '#VALUE!' and '#NAME?' Errors
Errors such as '#VALUE!' or '#NAME?' in a spreadsheet can significantly disrupt data analysis. These error messages typically indicate a mismatch in data types. The issue may arise when Jet attempts to perform incompatible operations, such as multiplying text by a number, which Excel cannot process.
To resolve this, use Jet's data conversion functions or review your function syntax carefully. Incorrect punctuation, such as misplaced commas or brackets, can cause significant errors.
If these solutions are difficult to implement, consider using Excel's "IFERROR" function. Apply this function to your Jet formulas and specify an appropriate alternative value to display in case of errors.
4. Fixing Report Layout and Formatting Issues
Your computations may be true, however the layout of the report is incorrect. The layout is not well-designed, and the decimal places are inconsistent.
Jet Reports implements your template's cell formatting. Before adding Jet functions, make sure that your template's formatting is proper. Use Excel's format cells settings to regularly specify decimal places, digit grouping, and currency symbols.
If straight formatting does not work, consider utilising Excel's conditional formatting. This feature may automatically modify cell look based on cell value, ensuring visual consistency across data types.
5. Security Check
Despite proper configuration, Jet Reports displays a "Access Denied" notice. This might be annoying if you feel you have the necessary authorisation.
Jet Reports is subject to your ERP system's security settings. Work with your IT staff to check user rights in both your ERP and on the network. Confirm that all users have read access to the essential tables and that their Jet license level is sufficient for their reporting needs.
Instead of offering universal access, customise report permissions based on work roles. Then, provide "report runners" higher-level rights. These folks can change data and share static versions (Excel or PDF) with other users. This strategy strikes a balance between security and information accessibility.
Become a Jet Reports Master: Take the Next Step!
Jet Reports is an effective tool for financial reporting, but it can occasionally experience issues. By understanding these common problems and learning both solutions and alternative approaches, you can become highly proficient in using Jet Reports.
Ready to unlock the full potential of Jet Reports and transform your financial reporting? Here are some next steps:
Download our free Jet Reports troubleshooting guide for a more in-depth look at common issues and solutions.
Schedule a free consultation with our team to discuss your specific reporting needs and how Jet Reports can help.