Jet Reports is constantly updating their products, and after I published my previous blog post on the differences between the Table Builder features for Jet Express and Jet Professional, a new feature was added to Jet Express.
It is now possible to save and reuse templates in Jet Express, as long as you are using Jet Express 2017. If you are using an older version of Jet Express, you may want to consider upgrading to the latest version as this functionality is very useful for report building using Table Builder. To check what version you are using, go to the Jet tab in Excel and click on “About”.
The upgrade to a new version of Jet Express is a relatively simple process. Download the latest version of Jet Express here.
This is the first post in an ongoing series that will explore the differences between Jet Reports‘ Jet Express for Excel and Jet Professional, and whether upgrading is the best decision for your organization.
One Jet Reports feature that most Jet Express for Excel users quickly get used to is the Table Builder. If you are unfamiliar with this tool, it is a wizard that allows report designers to easily select the tables and fields on which they want to report, including table linking to report on multiple tables.
Any table in your ERP system can be used in a Table Builder in Jet Reports; making Table Builder great for ad-hoc reporting. It also requires minimal training to begin using it immediately.
Jet Professional (formerly known as Jet Essentials) adds a few more handy features to this tool.
Table Builder Features: Jet Express for Excel vs Jet Professional
- Save and Reuse Templates
Jet Professional allows you to save and reuse templates for Table Builder reports. In the Jet Express for Excel version, when you use Table Builder to create a report, you can save the report itself, but not the design within Table Builder. Therefore, if you are a savvy Jet user, you can still modify the report using formulas. However, it’s more likely for typical users who need to adjust a report, to design it again using the Table Builder tool.
Using Jet Professional, if you save the Table Builder template for your report, you can open your design later and pick up where you left off. This is a huge time-saver! It also allows you to easily build off one report design that might be similar to another report you need.
Jet Professional allows you to add a custom formula to your table. This formula can reference other fields in your table or use any Excel formula as a field in the report. This option adds a lot of flexibility to ensure your report shows your desired custom fields. You can specify certain date formats, or even conditional results using an IF, AND or OR statement.
- Advanced Filtering
With Jet Express for Excel, you can filter your report results using filters on multiple tables. However, Jet Professional lets you take this a step further by allowing you to limit results in your main table based on the results from a second table.
Stay tuned for upcoming blog posts in this series, where I’ll continue discussing the differences between Jet Express for Excel and Jet Professional.