Dynamics 365 F&O/AX Dynamics 365 CE / CRM Dynamics GP Business Central / NAV UG Dynamics SL Power Platform Fabric UG MS Copilot UG

[Franz Kalchmair]

hi,

does someone have experiences with report editing tools ? especially with

dox42: http://www.dox42.com/Modules/dox42-Dynamics-NAV

idyn doc. creator: https://www.idyn.nl/products/nav-development/document-creator

a customer needs an opportunity to easily create and edit complex reports.

regards

franz

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Franz Kalchmair
Dynamics NAV Engineer and Consultant
Microsoft MVP
Vienna
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[Kim Dallefeld]

We always recommend Jet Reports, preferable Jet Enterprise. Using Excel the user can really do complex reports easily.

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Kim Dallefeld
NAV Consultant
Ft Worth, TX
Kim@Dallefeld.com
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[Meenakshi Singh]

I had seen the demo for Idyn document creator and it looked good to convert old (pre 2013) reports to current report designs. But i have no working experience with it as I found it really easy to just start over with Jet reports and re-write the reports. That way I don’t have to keep converting the reports with every upgrade and it is easy to manage. 

I would go with Jet Reports if you have the option.

Meenakshi

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Meenakshi Singh
Manager of Business Applications
Home Market Foods, Inc.
Norwood MA
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[Franz Kalchmair]

thanks for your answers.

jet reports seems really to be a very good and interesting tool.

actually we are checking out dox42 (http://www.dox42.com/). reports are based on ms word. reports can use different datasources, not only dynamics nav.

regards

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Franz Kalchmair
Dynamics NAV Engineer and Consultant
Microsoft MVP
Vienna
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[Noreen Fujita-Sacco]

If your customer will move from easier reports towards needing daily refreshes in a dashboard with pivots that their staff can manipulate themselves, or if your customer has a lot of tables/data, I recommend Jet Reports. Jet Essentials will allow ad hoc and scheduled reporting. Jet Enterprise uses a data warehouse. Do either of the other software applications allow for an upgrade to a data warehouse?

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Noreen Fujita-Sacco
Applications Coordinator
Gear Aid Inc.
Bellingham WA
360-392-2703
noreen.fujitasacco@gearaid.com
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[Ian Ray]

For what it’s worth, if a “universal connector” license is purchased with Jet, any data in any MS-SQL table or view can be brought in to Excel. Clients would additionally need the OLE DB Provider for SQL server, but this can be installed for a domain with group policy, a powershell script, etc.

https://jetsupport.jetreports.com/hc/en-us/articles/219403277-Setting-up-a-Universal-SQL-data-source-in-Jet-Professional

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Ian Ray
Cypress Grove
Arcata CA
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[David Renton]

Hi Franz,

We’ve been using JetReports. You can pull together some good reports yourself, and if you have (or know someone who has) extended Excel skills, you can create some powerful reports by using the Jet data into your own tables and pivots. Jet has plugged gaps that would have been expensive NAV change requests.

When I’ve become stuck on a few reports, I’ve used an hour of a JetReports expert to guide me in the right direction, and so far that was only twice last year.

Thanks,

David

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David Renton
SAJ Consultancy Ltd
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[Daniel Rimmelzwaan]

Another one worth mentioning: https://www.fornav.com

This is created by some heavy weights in the NAV world. I have not used it myself but some people that I trust really like it.

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Daniel Rimmelzwaan
RIS Plus, LLC
Flagstaff AZ
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[Matt Traxinger]

I still like publishing the dataset through a Query object as a web service, then consuming it in Excel. Then you can use Excel to write the report anyway you want.

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Matt Traxinger
NAV Developer
ArcherPoint Inc.
San Antonio TX
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