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Financial and business reporting with
Jet Reports and Jet Analytics 

Jet Reports and Jet Analytics from Insightsoftware help organizations using Microsoft Dynamics simplify financial and operational reporting. While Jet Reports enables real-time Excel-based reporting without technical complexity, Jet Analytics provides a powerful data warehouse for cross-system consolidation and advanced dashboards. Together, they streamline reporting, improve decision-making, and support both day-to-day operations and long-term strategy.
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Flexible tools for reporting and data management

Key Features

Jet Reports and Jet Analytics are built to enhance reporting efficiency and data clarity for Dynamics users. They eliminate the need for custom code, manual data exports, and multiple disconnected tools. With live access to data, pre-built templates, and seamless integration with Excel and Power BI, these tools support reporting, consolidation, and visualization—all without heavy IT involvement.

1 | Real-time Excel reporting with Jet Reports

Create financial and operational reports directly in Excel, connected live to Microsoft Dynamics data, no coding required.

2 | Data consolidation with Jet Analytics

Integrate data from multiple systems into a centralized warehouse for fast, consistent reporting across entities.

3 | Pre-built cubes and dashboards

Use ready-made data cubes and dashboards for finance, sales, inventory, and operations—customizable and scalable.

4 | Power BI-ready architecture

Feed clean, structured data to Power BI for interactive dashboards and company-wide performance tracking.

Scenarios where Jet solutions deliver clarity

Use Cases 

Whether it’s automating financial reporting, consolidating data across business units, or enabling operations teams to visualize performance trends, these tools solve practical challenges and deliver measurable value.

Fast and accurate financial reporting

A distribution company operating in multiple regions struggled with slow monthly closes due to manual data collection, data integrity issues, and dependency on IT for report adjustments. By implementing Jet Reports, the finance team gained direct access to live ERP data from Microsoft Dynamics within Excel. They built dynamic templates for profit & loss, balance sheets, and cash flow reports that update automatically with current figures. This significantly reduced the time spent on report creation and eliminated reconciliation errors, enabling the CFO to deliver board-ready reports in hours instead of days.

Group-level reporting with unified data

A multinational consolidates data from multiple Dynamics instances using Jet Analytics, creating unified reports for CFOs and external stakeholders.

Inventory and stock performance insights

A retailer leverages Jet cubes to monitor inventory turnover and availability across stores, leading to better demand forecasting and stock optimization.

Forecasting and planning with accurate data

A manufacturing company needed to improve its sales and production forecasting, but historical data was scattered across different systems and spreadsheets. With Jet Analytics, they consolidated this data into a centralized warehouse and structured it into clean, governed datasets. Their planning team now uses Excel-based forecast models connected directly to Jet cubes, providing real-time access to sales history, production capacity, and supplier data. The integration with Power BI also allows department managers to visualize trends and seasonality, supporting more informed decisions around procurement, staffing, and output planning.

Practical advantages for finance and business

Benefits of Jet Reports & Jet Analytics

Organizations adopting Jet Reports and Jet Analytics benefit from faster reporting cycles, more accurate data, and reduced reliance on technical teams. These solutions are purpose-built for Microsoft Dynamics and are designed to support both everyday reporting needs and enterprise-level data management, without introducing unnecessary complexity or cost.

Faster reporting cycles

Automate recurring reports and reduce time spent gathering and formatting data.

Reliable, real-time data

Ensure every report reflects the latest business data directly from Dynamics or the data warehouse.

Reduced IT dependency

Empower business users to design and run reports without involving developers or database admins.

Centralized data foundation

Structure and govern data from multiple sources in one place for clean, consistent reporting.

Lower maintenance and integration costs

Replace fragmented systems with a single reporting and analytics platform tailored for Dynamics.

Flexible, user-friendly reporting tools

Leverage the familiarity of Excel and the power of Power BI in tools designed for end users.

Advanced reporting and data analysis made simple

Witness Jet software in action 

Explore how Jet Reports and Jet Analytics enhance your Microsoft Dynamics experience by delivering real-time financial reporting and business intelligence. Discover how these tools provide intuitive dashboards and customizable reports, empowering your team to make data-driven decisions with ease.

Common questions from Dynamics users

Frequently asked questions 

Yes. Jet Reports is used for operational reporting in Excel. Jet Analytics supports multi-source consolidation and advanced dashboards. However, both solutions complement each other and are often used together for a full reporting system.

Jet Reports is designed for finance and business users. Jet Analytics setup may require initial configuration but is maintained with user-friendly interfaces and templates.

Both tools are fully integrated with Microsoft Dynamics 365 Business Central, Finance, NAV, and AX, with no custom connectors required.

Yes. Users can build and customize their own Excel reports or Power BI dashboards to reflect KPIs and structures specific to their business.

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