# Jet Reports Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is Jet Reports the right Financial Reporting solution for you? Explore 27 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/10005479/Jet-Reports/reviews

---

Jet Reports

4.6 (27)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

* * *

Last updated March 20th, 2026

# Reviews of Jet Reports

Ease of use

3.9

Customer Service

4.5

## Pros and Cons in Reviews

IP

Indriyani P

Support ConsultantComputer Software, 11 - 50 employeesUsed the software for: More than 2 years.

“We can integrate with many ERP and data source, also reports can be combine across companies.“

October 10, 2025

MG

Marissa G

Director of Marketing, Customer Success and Sales OpsElectrical/Electronic Manufacturing, 11 - 50 employeesUsed the software for: More than 2 years.

“If you don't have knowledge on how to build reports in JET through excel, it becomes very difficult.“

April 2, 2025

AM

Andrea M

Chief Executive OfficerInformation Technology and Services, 11 - 50 employeesUsed the software for: Less than 6 months.

“It allows you to create new detailed reports of the company’s financial costs and expenses without the need for any type of programming, just by using the templates designed within this platform, you can create new reports and detailed reports in a complete manner.“

January 30, 2025

JL

Jessica L

ControllerConsumer Services, 201 - 500 employeesUsed the software for: 6-12 months.

“It's highly customizable, integrates with multiple data sources, and the support team—especially \[sensitive content hidden\]—is incredibly helpful and knowledgeable.“

April 3, 2025

IP

Indriyani P

Support ConsultantComputer Software, 11 - 50 employeesUsed the software for: More than 2 years.

“Many source data we can integrate with.“

October 10, 2025

## Showing most helpful reviews

Showing 1-25 of 27 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

JB

James B.  
DIRECTOR  
Accounting  
Used the software for: 1-2 years

### "JET REPORTS"

February 11, 2026

4.0

The product has helped me deliver better quality reports to my clients quicker than before. Customer support is very quick and very good.

Pros

The ability to design any report you can think of in your own format and style is powerful. Ability to transfer your Excel knowledge across is useful.

Cons

Despite the product being Excel based, the learning curve to become competent with the product is steep. You need to invest the time to be able to extract the maximum amount of value from the product.

Review Source

SM

Saksham M.  
Founder  
Animation  
Used the software for: 6-12 months

### "Jet Reports Honest Review"

September 20, 2025

4.0

been on and off with reporting tools but jet felt… less soul-crushing. plugged into excel like it actually belonged there, not some bolted-on mess. first week was rough (kept wondering why i need another add-in) but once you get the templates rolling, numbers stop being a nightmare. i’ve pulled p&ls for clients in minutes that used to take me half a day. still feels clunky sometimes but compared to the circus before, i’ll take it.

Pros

direct excel integration (no need to learn a whole alien UI) •scheduling reports without me babysitting •can actually drill into numbers instead of exporting 10 csvs •clients stop asking “where’s the latest version” every damn hour

Cons

setup wasn’t smooth, needed IT to help me connect the ERP (wasted a morning on calls) •some reports lag like they’re stuck in 2008 •UI could look less like windows vista, seriously •if you don’t know excel formulas you’re dead in the water

Alternatives considered

[Microsoft Power BI](https://www.capterra.com/p/176586/Power-BI/)

Reason for choosing Jet Reports

power bi had pretty graphs but honestly i don’t have 3 weeks to learn dax just to pull a damn p&l. tableau looked sexy too but felt like overkill - like buying a spaceship when all i need is a scooter. jet just sat inside excel where i already live, click refresh, numbers show up. less crying, less tabs, boss stops yelling. that’s it.

Switched from

[Microsoft Excel](https://www.capterra.com/p/176574/Excel/)

manual spreadsheets were eating hours every week and version control was a nightmare. Jet gave us structured reports straight out of the ERP without rebuilding everything in Excel from scratch.

Review Source

BJ

Brandon J.  
Analyst  
Machinery  
Used the software for: 1-2 years

### "Jet Reports"

December 23, 2024

3.0

Was great, but has gone downhill when merged to the cloud

Pros

Ease of seeing data while running reports

Cons

Lack of report speed time and CS help when needed.

Review Source

IP

Indriyani P.  
Support Consultant  
Computer Software  
Used the software for: 2+ years

### "A very helpful and friendly reporting tools ever."

October 10, 2025

5.0

We can personalize our report based on our needs, it saves our valued time, formula is easy to understand as we can also enhance with excel formula, there are many template of financial reports we can use. The customer support and the account manager are very helpful and fast response, mostly we all are served well. We can integrate with many ERP and data source, also reports can be combine across companies. Imagine we custom report built in, it will cost much more than we purchase this Jet Report license. so yeah, so far, it's satisfying tools for reporting. We can run with schedule and run it in background so it will not affecting our other activities in Excel.

Pros

Easy to use as this tool is an add on excel so we can combine with excel formula. Formula really easy to understand. Many source data we can integrate with.

Cons

The version updates are released quite frequently, so we need to ensure our Jet Reports are regularly updated to stay compatible with the latest versions.

Review Source

BR

Bryan R.  
Principle Report Consultant  
Consumer Services  
Used the software for: 2+ years

### "Quick to learn, long time to master"

February 26, 2025

5.0

Pros

The system is user-friendly, allowing users to easily grasp the basics without needing prior SQL knowledge. Most reports populate data swiftly, which enhances efficiency. Additionally, the independence gained from not having to rely on IT for data dumps and subsequent Excel modifications is invaluable. Results being in Excel format makes sharing and further analysis straightforward.

Cons

Mastering the more advanced features can be time-consuming. We've required external consulting to complete some of our more complex reports. Furthermore, large reports can run slowly, especially when connected to cloud data sources.

Review Source

JZ

Jessica Z.  
Senior Accountant  
Hospital & Health Care  
Used the software for: 2+ years

### "Jet Reports - The perfect solution to a "simple" problem"

January 7, 2025

5.0

Overall, I do not know how we did reporting before Jet Reports. Its truly been a huge asset to our company and helps us digest financials so much simpler!

Pros

I enjoy how customizable Jet Reports is. It allows the consumer to splice and dice the data the way management wants it presented without unnecessary fluff or out of the box reporting constraints.

Cons

Every so often load times become tedious/running in background takes sometimes over double the amount of time.

Review Source

AJ

Aida J.  
Inventory Accountant  
Hospitality  
Used the software for: 1-2 years

### "A Reliable Powerhouse for Microsoft Dynamics Users, with Room for Growth"

October 16, 2025

5.0

Once you've learned and built you report, you can automated your reporting process. Jet Reports makes it easier to automate regular reporting processes, which saves time and reduces human error. Users can schedule reports to run and distribute automatically, which is a huge plus for teams with repetitive reporting needs.

Pros

What I like most about JetReports is the flexibility—it lets me build the reports I need without waiting on IT. I can get up-to-date numbers right in Excel, which makes decision-making a lot faster and more reliable.

Cons

For users not familiar with reporting tools or Excel-based solutions, Jet Reports can be a bit difficult to pick up at first. While it's Excel-based, mastering its advanced features like custom queries and the intricacies of its reporting functions can take time.

Review Source

MH

Michael H.  
ISM  
Electrical/Electronic Manufacturing  
Used the software for: 6-12 months

### "Positive Experience"

September 5, 2025

4.0

I’ve recently started using Jet Reports and have been impressed with how quickly I was able to pick it up, even with limited time. A big shout-out to \[sensitive content hidden\] ., who has been an incredible resource throughout the process.

Pros

Easy to learn and quick to get started Strong core reporting functionality Excellent support from knowledgeable resources (special thanks to \[sensitive content hidden\] )

Cons

Some feature limitations compared to more advanced tools Customization options could be broader Older Jet Hub versions have had issues however I have not experiance the same issues post updates

Review Source

JM

Janae M.  
Integrator  
Farming  
Used the software for: 2+ years

### "Highly Recommend JET"

September 10, 2025

5.0

We have had a very positive experience with JET reports. Again, we would recommend them if you are interested.

Pros

JET provides great customer support. The reporting tools we have gained has brought us great value for what we paid. We would be lost without our JET reports.

Cons

There is a learning curve to writing the reports, but the tools within to help write functions is very straightforward. Again, customer service and training helps get you on a great path with reports.

Review Source

RD

Ryan D.  
Controller  
Financial Services  
Used the software for: 2+ years

### "Jet reports "

September 5, 2025

4.0

Experience has been great, the reports are efficient and work well with our accounting software (microsoft Dynamics).

Pros

The best thing about jet reports is that is highly customizable & integrates with our accounting software.

Cons

One issue with Jet reports is there are sometimes bugs when an update to the software is done. Sometimes reports need to be reconfigured a little.

Review Source

AM

Andrea M.  
Chief Executive Officer  
Information Technology and Services  
Used the software for: Less than 6 months

### "Very stable platform to generate financial reports."

January 30, 2025

5.0

Overall, its operation has helped us to better understand the trends in our finances and correctly calculate what the next results will be in our financial reports. With the help of this service, we have been able to correctly manage each of the inventories and correctly schedule each of the expenses that will be made for any type of movement or negotiation in our company. It allows to create dynamic reports and structures that help us collect data in real time to control the general finances of the company. It is very easy to insert new data, automatically in each of the structures created and the platform automatically generates analytics that help you understand the financial progresss in the company.

Pros

It integrates automatically with Excel services, and also offers the possibility of generating financial reports thanks to its compatibility with ERP and Dynamics 365. It allows you to create new detailed reports of the company’s financial costs and expenses without the need for any type of programming, just by using the templates designed within this platform, you can create new reports and detailed reports in a complete manner. The collection and access of data in real time helps to collect new data and incorporate it into each of the reports you are making. This helps a lot, since the data collection is automated and allows you to save time and money, since it is done automatically. All of this collected data can be used within each report you are making.

Cons

I have not noticed and type of negative factor about Jet Reports, due to its excellent compatibility with Excel service and BI services. In general, this platform has helped to make better decisions within the company, and I consider that we have not presented any type of failure or a negative factor during the use of this platform, to generate new financial reports and financial expenses schedules.

Review Source

MG

Marissa G.  
Director of Marketing, Customer Success and Sales Ops  
Electrical/Electronic Manufacturing  
Used the software for: 2+ years

### "JET gives you the data you can use!"

April 2, 2025

5.0

Very good once I was able to start getting real time data on a daily/weekly/monthly basis.

Pros

The type of data you can extract and manipulate in excel that you cannot get from reports in Business Central!

Cons

If you don't have knowledge on how to build reports in JET through excel, it becomes very difficult. I wish there was a wizard or drag and drop option like we have in Salesforce.com reports.

Review Source

CJM

C J M.  
IT Director  
Construction  
Used the software for: 2+ years

### "Jet Reports, I would Highly Recommend"

April 3, 2025

5.0

I am extremely happy with Jet Reports, I would recommend them to anyone to use. We have other reporting software that we use for other programs, and Jet is by far my favorite.

Pros

I am able to build out reports one time, and have a vast amount of data at my fingertips. I have worked with \[sensitive content hidden\] with Insight Software, with her knowledge and expertise with Jet Reports we have made some great reports that our executive team uses every day.

Cons

Not so much a fault of Jet, but in Business Central there are so many tables and options it can be hard to know where to pull data from. That being said, having an expert like \[sensitive content hidden\] was a game changer.

Review Source

MK

Melissa K.  
Accountant  
Non-Profit Organization Management  
Used the software for: 1-2 years

### "Jet Reports support"

April 3, 2025

5.0

Overall, my experience with Jet Reports support has been great. I request \[sensitive contnet hidden\] every time as she seems very knowledgeable and her experience with Jet is evident in the formulas she helps to create.

Pros

Being able to create formulas to set up dynamic ways to pull all account numbers using dimensions.

Cons

Sometimes the formulas are complicated, but \[sensitive contnet hidden\] is a great resource to help update old reports with better formulas.

Review Source

JL

Jessica L.  
Controller  
Consumer Services  
Used the software for: 6-12 months

### "Jet is a powerful, time-saving tool with top-tier support"

April 3, 2025

5.0

It's a powerful time-saving tool when you know how to code and set up the reports correctly.

Pros

Jet Analytics has saved us significant time running our financials. It's highly customizable, integrates with multiple data sources, and the support team—especially \[sensitive content hidden\]—is incredibly helpful and knowledgeable.

Cons

There are times when the report will not work or will give an error message when running and you need to fix the issue in order for your reports to work again. You do need to understand coding a bit to fix issues.

Review Source

AM

Angelica M.  
Software Analyst  
Food & Beverages  
Used the software for: 2+ years

### "Flexible and robust"

August 1, 2024

5.0

I have been using Jet reports for about 11+ years and it's been a great experience overall.

Pros

Jet reports gives us a lot of flexibility in writing reports. From the simplest data dump to complex reports linking various tables, we can do so much with it.

Cons

Lack of documentation. There is some out there, which is great, but it would be helpful to have more learning resources.

Review Source

HH

Henry H.  
Director of IT  
Medical Devices  
Used the software for: 2+ years

### "Very Handly Tools to Unlock All the Business Report Protential"

August 1, 2024

5.0

It's a great tool to support our business growth from $30M to $120M

Pros

It's very user friendly and easy to create your own report.

Cons

It's CPU and memory hungry, slow computer will take forever for the report to run.

Alternatives considered

[Tableau](https://www.capterra.com/p/208764/Tableau/)[Microsoft Power BI](https://www.capterra.com/p/176586/Power-BI/)

Reason for choosing Jet Reports

It's very user friendly and more flexible to adapt our business growth.

Review Source

DG

Darrell G.  
Sr. Financial Analyst  
Non-Profit Organization Management  
Used the software for: 2+ years

### "Jet Reports - Efficient and Powerful"

August 1, 2024

5.0

Jet Reports works great for data query and financial reporting. It is fast and powerful. Support is great.

Pros

Jet Reports is an extremely efficient and easy-to-use data query and reporting solution. It uses the power and familiarity of Excel. We use it to create all our financial statements and other ad hoc financial reporting needs. Many of our monthly workpapers use the query power of Jet to bring data in to analyze. I wouldn’t be able to do my job effectively without Jet Reports.

Cons

Some of the more advanced features of Jet Reports are a little more difficult to learn. Our Jet Reports consultant, \[sensitive content hidden\], has been amazing at creating any report we asked for. Jet Reports, along with \[sensitive content hidden\] help, has saved our company many hours in processing and analyzing data efficiently.

Review Source

LW

Liliana W.  
System Analyst  
Food Production  
Used the software for: Less than 6 months

### "Customizable reports with Jet Reports"

August 7, 2024

4.0

Pros

Users can design reports directly within Excel, leveraging familiar tools and functions. Once you are confident with the Jet functions, building report becomes very easy.

Cons

The learning curve, while manageable, can be a bit steep for users who are not familiar with Excel or ERP systems, requiring additional time and resources for training.

Review Source

DD

Dan D.  
International Accounting Director  
Non-Profit Organization Management  
Used the software for: 2+ years

### "Jet Reporting/International Non-Profit"

April 10, 2024

5.0

A very positive experience for our organization. We use Jet Analytics (which requires Insight Financial's assistance in design/setup). Jet Analytics setup can be complex, depending on multi-dimensional accounting codes and GL accounts. Jet Reports and report writing has been a very positive experience, and we've been able to obtain all customized reports. \[sensitive content hidden\] at Insight is a super-star report writer and trainer!

Pros

Jet Reports is intuitive, easy to learn, and Excel-based. The Excel-based reporting feature quickly enabled our Accounting team to learn, write reports, and deploy. Accounting team is able to develop reports without depending on IT department and archaic reporting methods that require programming knowledge.

Cons

The more complex reports may render blank rows and values, but with Excel tips/tricks, users are able to improve the appearance and report details.

Reason for choosing Jet Reports

Microsoft based solutions drove our final decision-making

Review Source

DE

David E.  
IT and CI Manager  
Food & Beverages  
Used the software for: 2+ years

### "Dissect complex data quickly"

April 10, 2024

5.0

Outstanding, the reports work as designed and the customer support is quick.

Pros

The ease of use and customized reports allows us visibility into our data and allows us to dissect complex data and correct any production or inventory issues in real time

Cons

There could be better visualization tools.

Alternatives considered

[Microsoft Power BI](https://www.capterra.com/p/176586/Power-BI/)

Reason for choosing Jet Reports

Cost is the primary business driver for us, this offered a quicker ROI.

Review Source

TT

Tanya T.  
Financial Analyst  
Non-Profit Organization Management  
Used the software for: 2+ years

### "Eager about Jet reports"

April 4, 2024

5.0

Pros

Once you learn how to build jet reports. Reporting is endless.

Cons

It's not as user friendly at first. Definitely need some training videos.

Review Source

CP

Carey P.  
Director of Finance and Accounting  
Hospital & Health Care  
Used the software for: 1-2 years

### "Jet Reporting"

August 24, 2023

5.0

If you enjoy reporting and creating meaningful reports, this is a great tool.

Pros

Once you learn how to create reports, it can be a very useful tool. Easy to run reports once created.

Cons

it can be difficult to create reports when a novice. If you have a lot of data, spreadsheets that replicate and while using the GL function, can be timely.

Reason for choosing Jet Reports

Powerful tool highly recommended by our Business Central implementation team.

Review Source

MT

Mark T.  
CFO  
Religious Institutions  
Used the software for: 2+ years

### "Fund Accounting Sylogist/Jet Reports"

April 3, 2024

5.0

It is a very flexible tool and is a huge time saver!!! I can create a report that can be used for a new period and save a lot of time.

Pros

Ability to retrieve large amounts of data. Also ability to retireve very small specif data and save some processing formulas in excel.

Cons

Customizing reports can be a litte challenging some times

Review Source

JW

Jingxia W.  
Dynamics 365 Consultant  
Computer Software  
Used the software for: 2+ years

### "Jet Reports Review"

October 15, 2019

4.0

The infrastructure of staging database and data warehouse and cubes made it difficult to learn and maintain. I would recommend Power BI against Jet Reports as the BI solution.

Pros

The cube and data warehouse for the out of box data structure of the existing ERP systems made the development of the reports to be easier.

Cons

The complexity of the infrastructure requires people who has advanced IT skills and SQL query skills to maintain it and develop custom cubes.

Alternatives considered

[Microsoft Power BI](https://www.capterra.com/p/176586/Power-BI/)

Reason for choosing Jet Reports

Before Power BI came out a few years ago, Jet Reports was the best option.

Review Source

Talk to a Capterra advisor for free and get results within 15 minutes.