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Jet Reports

by insightsoftware · Since 2001
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ActiveAvailable globallyCloudOn-premise
Quick facts
Vendorinsightsoftware
Year launched2001
StatusActive
LocationGlobal HQ insightsoftware 8529 Six Forks Rd. Raleigh, NC 27615 USA
Countries servedGlobal
Languages6
Integrations199+
Free tier
Free trial
Contact salesYES

About Jet Reports

Jet Reports is a reporting software from insightsoftware that helps users generate financial reports directly from Microsoft Excel. It combines easy-to-use reporting tools, real-time data access, and integration with various ERP systems so users can create accurate and timely reports without manual data entry. Jet Reports allows companies to use their existing Excel skills while pulling data directly from their ERP databases. Key capabilities: real-time reporting ERP integration Excel-based reporting customizable templates user-friendly interface Best for: finance teams that need efficient financial reporting solutions.

Jet Reports is a powerful Excel-based financial reporting software designed to streamline and automate reporting for organizations running Microsoft D365 F&SCM, Dynamics NAV, or GP. By directly integrating with these ERP systems, Jet Reports enables financial professionals to create, refresh, and manage real-time financial reports within Excel without requiring coding skills or IT intervention. Its user-friendly interface, pre-built templates, and customizable data models allow users to quickly generate accurate financial statements, dashboards, and ad-hoc reports while reducing reporting time by up to 40%. Jet Reports leverages AI-powered tools, including Data Assist, Report Assist, and Doc Assist, to identify trends, anomalies, and insights, helping finance teams make data-driven decisions with confidence. The platform supports advanced reporting automation, including scheduled report generation, automatic data refresh, and automated distribution to stakeholders. Users can drill down into transactional data directly in Excel for granular analysis, eliminating delays associated with traditional reporting workflows. Jet Reports also integrates seamlessly with Power BI, enabling professionals to create visually compelling dashboards using familiar financial concepts.

Pros & Cons

What users like
  • +Allows creation of detailed financial reports without requiring any programming knowledge.
  • +Highly customizable and integrates seamlessly with multiple data sources efficiently.
  • +Excellent customer support and training help users get started quickly.
  • +Capable of handling simple data dumps to complex multi-table report linking.
  • +Templates simplify report generation, saving time and improving accuracy.
What users flag
  • Difficult for users lacking experience in building Excel-based JET reports.
  • Learning curve can be steep for those unfamiliar with Excel functions.
  • Advanced features may require significant time investment to master fully.
  • Complexity increases when linking multiple data sources for comprehensive reports.
  • Initial setup and configuration can be challenging without proper guidance.

Features

Key features

Real-Time ERP Data Connection
Access live data from Dynamics NAV, GP, and D365 Business Central directly in Excel.
Excel Native Reporting
Build and refresh reports in Excel without coding or IT support.
AI-Powered Insights
Data Assist and Report Assist help identify trends, anomalies, and generate reports faster.
Automated Report Distribution
Schedule reports and automate delivery to stakeholders.
Drill-Down Capabilities
Examine transactional-level data from totals to subtotals directly in Excel.
Pre-Built Templates
Ready-to-use templates reduce report-building time and standardize outputs.
Power BI Integration
Create professional dashboards without technical expertise.

Additional features

Real-Time ERP Data Connection
Connect instantly to Microsoft Dynamics NAV, GP, or D365 for accurate reporting.
Excel Native Reporting
Work within Excel using familiar formulas and functionality.
AI-Powered Data Assist
Automatically detects anomalies and highlights trends in data.
Report Assist
Helps build new reports quickly without technical knowledge.
Doc Assist
Generates pre-formatted documentation and financial reports efficiently.
Automated Scheduling & Distribution
Set up recurring reports and share with stakeholders automatically.
Drill-Down Functionality
Click into totals for transaction-level insights.
Pre-Built Templates
Standardized reports reduce preparation time and ensure accuracy.
Power BI Integration
Build dashboards and visualizations without programming skills.
Cloud & Desktop Compatibility
Works on Excel Desktop and Excel Online for flexible access.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
6
Interface languages
10
Billing currencies

Interface languages

EnglishFrenchGermanSpanishSweedishFinnish.

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇦🇺AUD🇨🇦CAD🇯🇵JPY🇨🇳CNY🇮🇳INR🇷🇺RUB🇲🇽MXN

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