Jet Reports review
Dynamics-focused Excel reporting with live ERP data, drill-down and scheduled distribution.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Finance and accounting teams working with Microsoft Dynamics can use Jet Reports to build financial and operational reports in Excel. Jet functions and report-building wizards support report creation, while real-time reporting connects reports to supported Dynamics ERP data. Its focus is operational reporting for Dynamics environments, rather than a general-purpose reporting tool for unrelated systems.
The reporting workflow combines several useful capabilities: prebuilt templates, multi-company reporting and consolidation, and drill-down from report values to transaction details. Excel is central to the product, and Power BI is also listed as an integration. For teams that need reports distributed on a schedule, Jet Reports Online and Reports Center add cloud-based execution, scheduling and distribution, with access through Excel Online. Scheduled reports can be exported as Excel workbooks or PDFs. AI-assisted report creation and data analysis are also included.
Deployment options include cloud, self-hosted and desktop. The product is listed for web and Windows, with support available through email, tickets and documentation. The vendor identifies SOC 2 and two-factor authentication in its compliance and security details. Pricing is contact-sales rather than publicly posted, so buyers should request a quote to evaluate cost. Jet Reports is a fit for organizations using supported Dynamics products that want self-service Excel reporting, consolidation and transaction-level detail. Teams seeking broad reporting across non-Dynamics systems should consider a tool with a wider integration focus.
Jet Reports pros and cons
- Where it wins
- Build and refresh reports in Excel with Jet functions and report wizards
- Consolidate across companies and drill into transaction details
- Schedule report distribution and export as Excel workbooks or PDF
- Where it doesn't
- Reporting is purpose-built for supported Microsoft Dynamics ERP products
- Pricing requires contacting sales
- Cloud scheduling and distribution use Jet Reports Online and Reports Center
Jet Reports fact sheet, pricing and score →
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