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Jet Reportsinsightsoftware

An Excel-based financial reporting tool for Microsoft Dynamics users, automating real-time reporting without coding.

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Product details

Jet Reports is a streamlined, Excel-based financial reporting software designed for organizations using Microsoft Dynamics 365 Finance & Supply Chain Management. It empowers financial professionals to create, automate, and refresh real-time reports directly within Excel, eliminating the need for coding, manual data exports, or IT support. The software offers user-friendly templates and pre-built data models, enabling users to generate accurate, up-to-date financial reports quickly, reducing reporting time by up to 40%. Jet Reports addresses common frustrations faced by finance teams, such as working with stale data, manual processes, and IT dependency, by providing live data access, smart automation, and an IT-free experience. It also integrates with Power BI, allowing users to build dashboards without technical skills. Jet Reports Online offers cloud-based automation, distribution, and execution, with a live connection to Dynamics ERP systems. The integrated AI assistant, Lineos AI, further enhances capabilities with features like Data Assist and Report Assist. Users can drill down on numbers directly in Excel and utilize a drag-and-drop report wizard for easy report creation and modification.

Features & Benefits

  • Live Data in Excel: Connects in real-time to Dynamics GP, NAV, or D365 Business Central data, allowing users to work directly in Excel with familiar formulas.
  • Smart Automation: Automates report creation, distribution, and data updates, saving significant time and effort.
  • No IT Needed: Enables users to build and modify reports using existing Excel skills without programming or IT intervention.
  • Power BI Integration: Allows users to create professional Power BI dashboards using existing Business Central data without technical skills.
  • Seamless ERP/EPM Integration: Connects to over 140 ERPs and EPMs, allowing data export and viewing without IT expertise.
  • Integrated AI Assistant (Lineos AI): Includes AI capabilities like Data Assist, Report Assist, and Doc Assist to streamline work and uncover insights.
  • Drag and Drop Report Wizard: Facilitates easy report building and modification by dragging and dropping elements, eliminating complex coding.