AI TOOL PROFILE
Jet Reports: Reporting and Analytics for Microsoft Dynamics
- Finance and Accounting
- Analytics and Reporting
- Finance professionals
- Microsoft Dynamics users
- Business users needing self-service reporting
Pricing
Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website. Free trials and demos are available.
At a glance
- Best for
- Finance professionals, Microsoft Dynamics users, Business users needing self-service reporting
- Key use cases
- Dynamics Data Export, Budgeting and Planning, Data Analysis, ERP Migration Support
- Integrations
- Microsoft Dynamics 365 Business Central, Microsoft Dynamics NAV, Microsoft Dynamics GP, Power BI, Excel export
- Official website
- Visit jet reports official website
How AI is used
Jet Reports is a reporting and analytics suite for users of Microsoft Dynamics, including Business Central, NAV, and GP. The software brings ERP data into Excel, allowing users to apply spreadsheet skills to financial reporting and analysis.
The tool is intended for finance teams and operations managers who require more flexibility than standard ERP reporting provides. It supports workflows such as budgeting, financial planning, and the creation of interactive dashboards.
Buyers should confirm which specific Jet product fits their needs, as the suite includes different options for data warehousing, Excel reporting, and budgeting. It is also recommended to verify compatibility with the specific version of Microsoft Dynamics in use.
Key Features
1-Click Excel Export
Supports exporting data from an ERP into Excel to avoid manual downloads or CSV files.
Self-Service Reporting
Designed to allow business users to create and modify reports without requiring hard coding or programming skills.
Drill-Down Capabilities
Supports navigating from summary totals down to source data, such as balances and journals, in real time.
Pre-built Templates
Includes configurable templates to help users build refreshable reports.
Interactive Dashboards
Provides visual reporting tools to help users identify trends and anomalies in business data.
AI-Enhanced Reporting
Includes AI capabilities designed to support reporting and analytics workflows.
Use Cases
Dynamics Data Export
Generating financial and operational reports by pulling live data from Microsoft Dynamics into Excel.
Budgeting and Planning
Supporting the fiscal planning process and managing budgets through reporting tools.
Data Analysis
Using dashboards and drill-down features to analyze business trends and source data.
ERP Migration Support
Maintaining reporting across historical and current data during a migration to Dynamics 365.
Integrations
- Microsoft Dynamics 365 Business Central
- Microsoft Dynamics NAV
- Microsoft Dynamics GP
- Power BI
- Excel export
FAQ
Who is Jet Reports designed for?
- It is designed for business users and finance professionals who use Microsoft Dynamics ERPs and prefer to create reports in Excel.
Do I need technical skills to use Jet Reports?
- The software is designed for self-service use, allowing business users to create or modify reports without hard coding or programming skills.
How is the software priced?
- Pricing is tailored to specific business requirements; buyers should request a tailored estimate. Free trials and demos are available.
Source category: Finance & Accounting
Source subcategory: Analytics & Reporting
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