Jet Reports
Fast, Flexible Financial Reporting for Microsoft Dynamics Inside of Excel - On-Prem or In The Cloud
See for yourself why over 500K+ users are using insightsoftware
Struggling to Access Timely and Accurate Data for Financial Reporting?
Dynamics Data Structures are Exceedingly Complex
The complexity of Dynamics ERP data structures not only impedes the agility and efficiency of financial reporting, leading to delays in closing the books, but also creates a barrier for finance and business users seeking to access critical data independently.
Slow Reporting Cycles with Limited Analysis
Monthly reporting and other financial reporting processes are tedious, take too long, and are at risk from outdated and inaccurate data. Accounting teams often lack the automation and data management capabilities necessary to address these challenges.
Reporting is Too Dependent on Technical Experts
Relying on IT or technical experts for financial reporting leads to bottlenecks and delays in accessing critical financial information, hindering timely decision-making, and limiting the ability to leverage financial data for strategic insights.
Cut Reporting Time and Enable Self-Service Reporting
Jet Reports is designed to work with Microsoft Dynamic 365 Business Central, NAV, and GP, allowing non-technical users to build reports and dashboards without IT involvement. No more waiting on consultants or resource-strapped IT departments to get you the reports you need. With Jet Reports, there are no hard-coding or programming skills required, allowing finance teams to explore data and create reports on their own. An extensive library of pre-built reports kickstart reporting, and the drag-and-drop editor makes editing reports easy and efficient.
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Financial Reporting in a Familiar and Flexible Environment
Quickly and easily generate timely, accurate financial reports in the format that works for you, using the same fields and calculations you’re used to, right inside Excel. The Jet Reports Excel add-in empowers accounting teams to create everything from advanced business reports to sophisticated financial statements, directly in Excel with no exporting, no copying and pasting, and no programming required. Just the real-time data you need, directly from your Microsoft Dynamics database, exactly the way you want it, directly in Excel.
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Access Reports Anywhere, Anytime on the Web or Mobile Device
Easily manage and share reports from anywhere at any time with Jet Hub, a secure web portal that gives your employees access to the reports and financial information they need, when and where they need it. With complete report management, report automation, and a collaboration and publishing platform, you never have to second guess if you or your team are looking at the right information. Gain instant access to your reports on the web or from a mobile device, so you never doubt a decision, no matter where you are.
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Financial Transparency: Get Transaction Data Without Leaving Excel
Say goodbye to tedious manual analysis and hello to instant clarity. Jet Reports empowers you to drill down into any line item in your financial statements directly from Excel. Effortlessly uncover the granular details hidden behind financial numbers and transaction-level data, all within your familiar spreadsheet environment. Drill into balances, journals, and subledgers from within Excel to answer follow-up questions and to find and fix errors fast. Explore data outside your initial query without switching to another report.
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Seamless integration with your ERM/EPM, realtime data feed & IT-free export features
Connect to 140+ ERPs and EPMs export and view render data without an IT expertise
Easy Self-Service Financial Reporting Inside of Excel and On the Web
Fast Financials for immediate Reports
Access an extensive library of pre-built reports and templates with Jet Reports Fast Financials to generate standard financial reports, such as income statements, balance sheets, cash flow statements, and more, without the need to create them from scratch.
Drill Down on Numbers Directly in Excel
Powerful drill-down capabilities enable users to explore and analyze data in greater detail, allowing users to click on specific data points, such as totals or subtotals, to access underlying data and view a breakdown of the numbers.
Drag & Drop Report Wizard
Easily build or amend reports by dragging and dropping elements such as data fields, filters, and calculations and eliminate the need for complex coding. Quickly customize reports by rearranging elements, adding new data fields, or adjusting formatting.
Real-time Dynamics ERP data connection
Jet Reports real-time connection to Dynamics NAV/GP/D365 Business Central enables users to access and analyze data directly from these systems in real-time, ensuring users have access to the most current and accurate information for reporting and analysis.
Dashboard Builder for compelling visuals
Empower users to create customized dashboards utilizing a variety of visualization options, such as charts, graphs, tables, and gauges to facilitate data-driven decision-making, streamline reporting processes, and drive business performance.
Financial Reporting Automation and Scheduling
Streamline financial reporting processes by leveraging robust automation capabilities, including scheduled report generation, data refreshes, and report distribution to save time, and ensure the accuracy and timeliness of reporting processes.
The insightsoftware Platform
Your data, connected. When and where you need it. From every major ERP, data warehouse, modern data stack, and cloud vendor, we connect to 200+ environments with pre-built content and logic for your business. Our platform is an Al-enabled integrated solution for the Office of the CFO built on an advanced data virtualization layer.
