insightsoftware Jet Reports × Business Central
Jet Reports: Design Your Own Business Central Reports in Excel
Connect Excel live to Microsoft Dynamics 365 Business Central and build refreshable financial and operational reports yourself — no manual exports, no outdated spreadsheets, no waiting for IT.
Excel desktop & Excel Online · Live Business Central data · No manual exports
| A | B | C | D | |
|---|---|---|---|---|
| 1 | Sales Growth by Region & Product (AUD) | |||
| 2 | ||||
| 3 | WoW | MoM | YoY | |
| 4 | New South Wales | +3.8% | +5.3% | +15.8% |
| 5 | Electronics accessories | +3.0% | +4.5% | +14.9% |
| 6 | Household goods | +5.0% | +6.6% | +17.1% |
| 7 | Victoria | +3.1% | +4.6% | +15.0% |
| 8 | Electronics accessories | +4.4% | +6.0% | +16.5% |
| 9 | Household goods | +1.1% | +2.6% | +12.8% |
| 10 | Queensland | +5.4% | +7.0% | +17.6% |
| 11 | Electronics accessories | +5.9% | +7.5% | +18.1% |
| 12 | Household goods | +4.7% | +6.3% | +16.8% |
| 13 | Western Australia | -6.9% | -5.5% | +3.8% |
| 14 | Electronics accessories | -5.7% | -4.3% | +5.1% |
| 15 | Household goods | -8.6% | -7.2% | +1.9% |
| 16 | Total | +2.2% | +3.8% | +14.0% |
What Jet Reports Does
Jet Reports is an Excel add-in from insightsoftware. Finance and operations users pick Business Central fields, filters and dimensions inside Excel, and Jet writes the formulas that pull live ERP data into the sheet.
Live ERP data
Reports read Business Central directly. Press refresh and the same report shows this month's figures.
Excel native
Use the Excel formulas, formatting, pivots and charts your team already knows. Jet handles the ERP table relationships.
Instant drill-down
Click any number to see the ledger entries behind it and answer questions on the spot.
Multi-company reports
Consolidate several Business Central companies into one report without copying data between files.
Built-in AI
Report Assist builds reports from plain-language prompts; Data Assist highlights trends and anomalies.
Power BI & Reports Center
Schedule and share reports from a cloud portal and build Power BI dashboards from Business Central data.
See Jet Reports in Action
Jet Reports introduction
An overview of building live Business Central reports in Excel.
Jet Reports AI Report Assist
Create a report by describing it in plain language.
Jet Reports Center
Schedule, share and view reports and dashboards in the cloud.
How You Design a Report in Excel
- 1Open Excel (desktop or Excel Online) and connect the Jet add-in to your Business Central environment.
- 2Start from a pre-built template, or describe the report you need to AI Report Assist.
- 3Pick tables, fields, date ranges and dimensions — Jet inserts the formulas for you.
- 4Format the layout with normal Excel: subtotals, charts, conditional formatting.
- 5Refresh any time for current figures, or publish to Reports Center to schedule and distribute.
Reports Teams Typically Build
- Monthly P&L, balance sheet and cash flow with budget vs actual
- Group consolidation across Hong Kong, China and Australia companies
- Aged receivables and payables with drill-down to invoices
- Sales by customer, item, salesperson and dimension
- Inventory valuation, slow-moving stock and reorder reports
- Project cost and profitability reports
Who Benefits
Finance directors
Current numbers for decisions, not last month's export.
Financial controllers
Faster month-end with reports built once and refreshed.
Accountants
Less copy-and-paste, more time on reconciliation and analysis.
Analysts & managers
Self-service ad-hoc reports without raising IT tickets.
How Bizspoke Helps
- 1Review your current reports and the Business Central data behind them
- 2Advise on Jet Reports editions and licensing for your users
- 3Install and connect Jet to your Business Central companies
- 4Build your key financial and management reports with you
- 5Train your team in English or Chinese so they can design their own
Jet Reports is a product of insightsoftware and is licensed separately from Business Central. Features and editions are described from insightsoftware's public information and may change.
Frequently Asked Questions
Related Business Central topics
Want Business Central reports your team can build themselves?
Talk to Bizspoke about a Jet Reports demo, licensing and report setup.
Enquire Online