Dynamics Business Solutions
Dynamics Business Solutions

Dynamics Business Solutions
Insightsoftware – Jet Reports
Jet Reports is an Excel‑based reporting solution purpose‑built for Microsoft Dynamics that lets finance and operations teams build, refresh, and distribute real‑time, drillable reports without relying on IT or manual exports. It connects directly to Dynamics 365 Business Central (and legacy NAV/GP) and now also offers a Jet Reports Online experience for Business Central that runs in a web‑based Report Center for scheduling and sharing

Through the Jet Reports Excel add‑in and Business Central connector available on Microsoft’s marketplace, users can securely pull live data (OData v4 recommended), respect ERP security permissions, and automate report refresh/distribution within Excel on desktop or Excel Online for cloud scenarios.

What’s so special about Jet Reports

  • Live, refreshable ERP reporting inside Excel: Build P&L, balance sheet, cash‑flow, and operational reports that pull real‑time data from D365 Business Central/NAV/GP, no CSV exports, no stale numbers. Refresh on demand and drill down from summary to transaction detail
  • Business Central cloud connector & Excel Online: The AppSource Business Central connector links Jet Reports to BC SaaS with MFA, OData v4, and service‑to‑service authentication, while the Jet Reports (Excel Online) listing highlights browser‑based creation/refresh and web distribution for BC Cloud.
  • Report Center (Jet Hub / Jet Reports Online): Centralize report management, version control, scheduling, and secure sharing via a modern web portal, enabling “build once, consume anywhere” collaboration.
  • Designed for finance, familiar Excel skills: Leverage Excel formulas, formatting, and layout with Jet handling complex Dynamics table relationships and dimensions behind the scenes, reducing IT dependency. 
  • Guided setup & secure connectivity: Insightsoftware documentation provides step‑by‑step BC data source setup (extension in BC + Excel add‑in), using OData v4 per Microsoft guidance; it honors existing ERP permissions for secure access.
  • Right‑sized alongside Jet Analytics: For self‑service financial/operational reporting with direct ERP data, use Jet Reports; for enterprise BI with a governed data warehouse/cubes and multi‑source analytics, use Jet Analytics.

Advantages of Jet Reports

  • Close & board‑pack acceleration: Automate month‑end packs (P&L, BS, cash‑flow, variance, consolidations) and distribute them via the portal, cutting manual effort and cycle time.
  • One source of truth, no copy/paste: Refresh reports against live ERP data (respecting BC security and dimensions) to eliminate version sprawl and manual errors from exported spreadsheets.
  • Self‑service for finance: Finance users design and maintain reports in Excel using familiar skills; Jet manages table joins/FlowFields/dimensions, reducing IT ticket queues.
  • Cloud‑ready collaboration: With Jet Reports Online/Report Center, teams schedule refreshes, share securely, and work from any device. Desktop Excel or browser supporting hybrid work.
  • Future‑proof connectivity for BC: Connector supports MFA and OData v4; documentation details setup and the move away from SOAP to modern endpoints to keep integrations resilient.
  • Clear product positioning: When organizations need governed BI (history, multi‑source, cubes, Power BI dashboards), Jet Analytics complements Jet Reports; insightsoftware provides a comparison to choose appropriately

Bottom line

Jet Reports brings fast, accurate, Excel‑native reporting to Microsoft Dynamics environments. Especially Dynamics 365 Business Central, where organizations benefit from live data access, drill‑down, automated scheduling, and web‑based distribution for finance and operational reporting. It empowers finance teams to control reporting timelines, eliminate manual exports, and standardize outputs while fitting cleanly alongside Jet Analytics for broader BI and multi‑source analysis.

DBS helps organizations implement Jet Reports effectively, ensuring proper connector configuration, secure data source setup, optimized report structures, and streamlined reporting processes so teams always have trusted, real‑time numbers in Excel without IT delays.

Dynamics Business Solutions

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    Dynamics Business Solutions

    How can we help?

    Contact a Dynamics 365 sales representative.

    • See a live demo.
    • Set up a free trial.
    • Get answers and expert guidance.
    • Start transforming your business processes.

      * Required field


      I will receive information, tips, and offers about Solutions for Businesses and Organizations and other solutions, products and services.
      Privacy Statement


      I would like Dynamics Business Solutions to share my information with selected partners so that I can receive relevant information.
      Privacy Statement

      Dynamics Business Solutions

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