Session Overview. MANAGEMENT REPORTER vs. JET EXPRESS

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1 MANAGEMENT REPORTER vs. JET EXPRESS Presented by Fil Schwartz Session Overview 1. Discuss Management Reporter s Future 2. Introduce Jet Reports 3. Compare MR and Jet Express 4. Jet Express Demo 1

2 1. Management Reporter s Future Management Reporter for Dynamics GP will continue to be supported and ship now and in the future releases of Microsoft Dynamics GP. Large features like going fully to the cloud and other major enhancements will not be made. 2. Who is Jet Reports? Jet Reports has been involved in the Dynamics community for over a decade, and is largely known as the biggest financial reporting and business analytics ISV (Independent Software Vendor) with over 137,000 users. Microsoft originally partnered with Jet Reports in the development and inclusion of Jet Express for Excel with Dynamics NAV and has now extended that product to work with Dynamics GP. 2

3 What is Jet Reports? Jet Express for Excel (Free) Basic Reporting Jet Professional (Paid) Advanced Reporting Jet Enterprise (Paid) BI & Dashboards 3. Management Reporter vs. Jet Express 3

4 Management Reporter Overview A Microsoft product with lots of features for building and distributing Financial Statements. It comes free with Dynamics GP Management Reporter Feature Advanced distribution and security features. Multi User. Multi Currency. 4

5 Management Reporter Feature Allows complex tree hierarchies with percentage rollups. Management Reporter Feature Drill back to dynamics for transaction detail and access to source documents. 5

6 Jet Express Overview A free Excel based reporting tool available from Jet Reports. Jet Express can be used to build Financial Statements and to create reports from all GP modules. Jet Express Feature Works in the cloud and with on premise installations. 6

7 Jet Express Feature Financial Statements use account ranges, so that new accounts within the range, are automatically added to the report. Jet Express Feature Leverages your Excel skills to create customized GP reports with graphs, charts and slicers. 7

8 Jet Express Feature Comes with 20 free reports configured for General Ledger, Sales, Payables, Fixed Assets, Payroll and Inventory. 4. Jet Express Demo 8

9 Jet Express: Sample Statement Layout Jet Express: Financial Statement Wizard 9

10 Jet Express Sample Financial Statement Jet Express Custom Vendor Layout 10

11 Jet Express: Table Builder Jet Express Sample Vendor Report 11

12 Jet Express 20 Pre Built Reports Conclusion #1 Don't expect any significant new features from either Management Reporter or Jet Express for Excel (Free Version). 12

13 Conclusion #2 Even though there won't be any significant improvements, Management Reporter is a great tool that will be around for a while. Conclusion #3 Jet Express can build financial statements in Excel and has some great prewritten reports that are worth downloading. downloads/ Select the Jet Express for Excel option. 13

14 Conclusion #4 There are other GP Financial reporting tools available and there will be additional tools coming to the market in the future. Conclusion #5 Business Intelligence (BI) solutions with interactive dashboards accessible anywhere from any device, is the new financial reporting standard. 14

15 Thank You! 15

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