Financial reporting made simple with Jet Reports easy-to-use features
Jet Reports enables users to quickly create reports when they need them utilizing the familiarity and user-friendly platform of Microsoft Excel. Turn data into valuable insights with visually stunning dashboards and reports that you can easily design yourself inside Excel.
Empower users to create high value reports and extract meaningful data without technical assistance in Jet Reports
Excel add-in
Jet Reports is a Microsoft Excel add-in that connects directly to most Microsoft SQL databases and other ERPs and allows users to create reports and dashboards directly in Excel. Generate timely, accurate financial reports in the format that works for you, using the same fields and calculations you’re used to, right inside of Excel.
Data exploration
There are no hard-coding or programming skills required to use Jet Reports, so your team can explore data and create or modify reports on their own without technical training. Learn how to use the add-in in one day with the simple drag-and-drop interface, then quickly identify trends, spot anomalies, and fix problems.
Compelling visualizations
Create dashboards and reports using a variety of visualizations to best convey your data. Utilize the following chart types: area, bar, bubble, column, combo, line, scatter plot, pie, variable width, 3D area, stacked, and more. Choose from hundreds of pre-built report templates or customize your own.
Data accuracy
No more copying and pasting data into a spreadsheet. By pulling directly from Dynamics or another data source, Jet Reports provides you with accurate, up-to-date information to build your reports and dashboards. Team members save time with reporting and can dedicate more time to uncovering new insights and building a business intelligence strategy.
White Paper
Top 10 best practices for reporting in Excel
Fast, accurate, and valuable reports are the goal in every reporting process, but sometimes ensuring your reports meet all the criteria is daunting. If you have finance or accounting in your title, chances are that you are intimately familiar with Pivot Tables, VLOOKUPs, and graphs in Microsoft Excel. In this whitepaper, you will learn how to make your reports more interactive, tune your reports for performance, and increase report usability.
White Paper
Top 10 best practices for reporting in Excel
Fast, accurate, and valuable reports are the goal in every reporting process, but sometimes ensuring your reports meet all the criteria is daunting. If you have finance or accounting in your title, chances are that you are intimately familiar with Pivot Tables, VLOOKUPs, and graphs in Microsoft Excel. In this whitepaper, you will learn how to make your reports more interactive, tune your reports for performance, and increase report usability.
Built to work with Microsoft Dynamics ERPs
Jet Reports was built specifically to work with Microsoft Dynamics ERPs to allow non-technical users to build dashboards without the assistance of IT or a developer. Pull data directly from Dynamics into Excel for a seamless workflow. Get up and running fast with prebuilt templates and starter kits.
Jet Reports integrates with the following Microsoft products:
- Dynamics 365 Business Central
- Dynamics NAV
- Dynamics 365 Finance & Operations
- Dynamics AX
- Dynamics GP
Use pre-built reports or customize your own
Jet Reports provides numerous sample reports to kickstart your reporting. Use these pre-built and easy-to-download templates or build your own from scratch. A drag-and-drop editor makes editing reports fast without any technical skills needed.
Utilize the following sample and pre-built dashboards and reports:
- Inventory management, supply chain, manufacturing, and KPI dashboards
- Accounts payable aging report
- Daily cash flow tracking
- Cash receipts analysis
- Supplier spend analysis
- Weekly, monthly, annual sales dashboards
Manage and share reports from anywhere with Jet Hub
Included with Jet Reports is the Jet Hub, a secure web portal that gives your employees access to the data they need, when and where they need them. With controlled spreadsheets, organized workflows, and built-in collaboration, Jet Hub can enhance productivity company-wide.
Use Jet Hub to:
- View data and reports from any device, anywhere through a web browser
- Share reports with team members
- Schedule reports to run on a specific interval then email to a list a users
- Manage reports in a single location and ensure version lock
Related Insights
Introducing updates and enhancements in Jet Reports 24.1 and Jet Analytics 23.4
Jet Reports 24.1 introduces significant UI updates and security enhancements, ensuring a seamless and secure user experience. Meanwhile, Jet Analytics 23.4 enhances compatibility with Microsoft Dynamics 365 Business Central’s 2023 Wave 2 release and improves support documentation access. Learn more about these updates and how they can elevate your reporting and analytics capabilities.
Exploring what’s new in Jet Reports 23.3 and Jet Analytics 23.2
Unlock the power of data with the latest insightsoftware releases, Jet Reports 23.3 and Jet Analytics 23.2. These updates bring enhanced performance, streamlined installation, and compatibility with Microsoft, making data analysis more efficient than ever before. Discover how these enhancements can help you unlock the full potential of your data.
Best new Jet Reports features to improve your workflow
New Jet Reports features and updates are released each quarter to ensure the solution maintains peak performance and delivers value for users. Below is our recap of the best new Jet Reports features from releases 21.3 and 21.4 that will make reporting easier, plus a preview of new features coming throughout 2022.