Spring has officially sprung! And you know what that means…a new insightsoftware product release! We rolled out the official Jet 20.0 Release this April and want to tell you about some of the new features and benefits you can expect to see.
At insightsoftware, we are always trying to make our reporting, analytics, and data management solutions easier to use, more powerful, and better. Improvement is a constant. As you might remember from our last product release, we focused on enhancements to reporting speed and updates to the navigation in every product. In the upcoming Jet 20.0 Spring Release, there are three major highlights: Microsoft Word integration, a redesigned browser, and new integrations.
Microsoft Word Integration
We know there are a ton of customers jumping for joy right now: Available in the Jet 20.0 release of Jet Reports, Word integration enables users to configure Word templates and generate their output from within Jet Reports.
Compared to the current manual process of cutting and pasting reports and charts into Word, this feature will automatically generate word documents, supplying shortcuts, reducing errors, providing consistency, and enabling real-time data.
All you have to do is click on the “Configure Word Export” button that will be added to the Jet Ribbon. Within the Word export, you can define ranges for merging Jet Reports’ data into Word, as well as selecting what charts to embed.
This new feature will give you a faster and easier way to generate Microsoft Word documents using Jet data. For Jet Designers or regular users that need to produce executive reports, financial statements, cover sheets, invoices, and billing statements, this is a huge time-saver.
This addition is especially important for business process outsourcing (BPO) organizations who have to generate up to thousands of “Notice to Reader” financial statements in a standardized, branded template with up-to-date data, and can now have that entirely automated with Jet. Learn more about the Jet BPO offering here.
User Interface (UI) Improvements
One of the most exciting changes you will notice in the Jet 20.0 release is our redesigned Jet Browser. The user interface improvements are consistent with the Jet Report Wizard design. Everything is more visible and easier to find, as you can see in the screenshot below.
Using the Jet Ribbon, the new UI enhancements include a collapsible details pane on the right and the following table and field improvements:
- Search filter box
- Independent table and field favorites
- Table drill down button
- Fields are multi-select
Once you update to Jet 20.0, you will also be able to take advantage of the new changes made to the insert PivotTable feature. This includes is a more consistent visual design and better navigation to walk you through creating and inserting your PivotTable.
On top of a redesigned Jet Browser for efficiency, we have also added some new integrations into the Jet 20.0 release.
• The “Dynamics 365 Business Central” data source is now available within Excel, the Jet Admin Console, and Jet Hub.
• Office 365 support for users using Azure Active Directory (AAD).
Jet Spring Release 20.0 Summary
As you can see, all of these new features are designed to improve productivity and enhance the overall Jet experience. Below you will find a full list of the new features by product.
Jet Reports 20.0
|Microsoft Word Integration|
|PivotTables Update||Simplified and clean PivotTable feature eliminates having to click through multiple screens.|
|Business Central On-Premise Connector||Jet Reports works with all Microsoft Dynamics ERPs, in the cloud or on premise.|
|Office 365 Authentication||Customers who are using Azure Active Directory can have employees sign in to Jet Reports using Office 365 for authentication. One less login to remember.|
Jet Hub 20.0
|Redesigned Reports Page||Incorporates intuitive design and improved navigation to make managing and running reports and folders more efficient.|
|PivotTables Usability Improvements||PivotTables from reports reliably refresh in Jet Hub, no matter where the user is and what device they’re on.|
|Office 365 Authentication||Users can choose to use their Office 365 account to login to Jet Hub and don’t have to keep re-authenticating every time they open it. (FYI, users can still log in using Active Directory.)|
|New User Management Section||Administrators can easily add a user or a group without leaving the portal to do it in the Jet Admin Console.|
|Data source configuration||Many data sources can conveniently be created, authenticated, and managed within the Jet Hub Settings tab, without having to leave the hub and go to a separate application (Jet Admin Console).|
Please note that Jet Analytics and Jet Budgets have undergone minor functionality and usability improvements in the latest release. Jet Budgets 20.0 will include new dimensions when copying budgets, the ability to save and submit numbers for approval from Excel, and formulas saved in online Excel entry.
If you have any questions about the updates to a specific product in the Jet 20.0 release, please reach out to our support team. You can also visit the Help Center for video demos of the new features.