Jet Reports Partner

Certified Jet Reports Partner

Dave Shah Solutions is a certified partner for Jet Reports, the leading reporting and business intelligence solution for Microsoft Dynamics Business Central and NAV. As a trusted Jet Reports partner, we provide comprehensive implementation, training, and support services to help you maximize the value of your reporting and analytics investment.

Jet Reports provides powerful, flexible reporting solutions that integrate seamlessly with Business Central and NAV, enabling you to create insightful reports directly in Excel without requiring technical expertise. With Jet Reports, you can access real-time data, automate report distribution, and gain deeper insights into your business performance.

Expert Implementation

Professional setup and configuration of Jet Reports for your specific business needs.

Custom Report Development

Creation of tailored reports and dashboards to provide the insights you need.

Comprehensive Training

Hands-on training to empower your team to create and modify reports independently.

Ongoing Support

Continuous assistance to ensure you get the most from your Jet Reports investment.

Jet Reports Products

Powerful reporting and analytics solutions for your business

Jet Reports

Jet Reports is an Excel-based reporting solution that connects directly to your Business Central or NAV data, allowing you to create and run reports in a familiar Excel environment.

Key Features:

  • Real-time data access from Business Central/NAV
  • Excel-based reporting interface
  • Drag-and-drop report building
  • Automated report distribution
  • Drill-down capabilities
  • Pre-built report templates
  • Secure data access

Benefits:

  • Eliminate manual data exports
  • Reduce report creation time by up to 80%
  • Ensure data accuracy with direct system connection
  • Empower users with self-service reporting
  • Make faster, data-driven decisions

Jet Analytics

Jet Analytics is a complete business intelligence solution that includes a data warehouse, cubes, and dashboards to provide comprehensive analytics capabilities for Business Central and NAV.

Key Features:

  • Pre-built data warehouse and cubes
  • Interactive dashboards and visualizations
  • Multi-source data integration
  • Historical data analysis
  • Advanced analytics capabilities
  • Role-based security
  • Mobile access to insights

Benefits:

  • Accelerate implementation with pre-built analytics
  • Gain deeper insights across your business
  • Combine data from multiple sources
  • Analyze trends and patterns over time
  • Make strategic decisions with confidence

Our Jet Reports Services

Comprehensive services to maximize your Jet Reports investment

Implementation

We provide professional implementation services for Jet Reports, including installation, configuration, and integration with your Business Central or NAV system. Our implementation approach ensures a smooth setup with minimal disruption to your operations.

Custom Report Development

We design and develop custom reports tailored to your specific business requirements. Our report development services include financial reports, operational reports, sales analysis, inventory management, and executive dashboards.

Training

We provide comprehensive training for your team on using Jet Reports effectively. Our training programs cover basic report running, report modification, creating new reports, and advanced reporting techniques, empowering your team to be self-sufficient.

Support

We offer ongoing support for your Jet Reports implementation, including troubleshooting, performance optimization, and assistance with complex reporting requirements. Our support services ensure you continue to get maximum value from your investment.

Data Warehouse Setup

For Jet Analytics users, we provide data warehouse setup and configuration services, including customization of the pre-built data models to match your specific business requirements and integration with additional data sources.

Dashboard Development

We design and develop interactive dashboards and visualizations that provide at-a-glance insights into your key business metrics. Our dashboards are tailored to different user roles and business functions, delivering relevant information to each user.

Jet Reports Use Cases

How businesses leverage Jet Reports for better insights

Financial Reporting

Create accurate financial statements, budget comparisons, cash flow analysis, and financial forecasts directly from your Business Central or NAV data. Jet Reports enables you to build flexible financial reports with drill-down capabilities for detailed analysis.

Sales Analysis

Analyze sales performance by product, customer, region, salesperson, or any other dimension. Jet Reports allows you to identify trends, track performance against targets, and gain insights into customer buying patterns to drive sales growth.

Inventory Management

Monitor inventory levels, analyze stock movements, identify slow-moving items, and optimize inventory holdings. Jet Reports provides real-time visibility into your inventory data, helping you make informed decisions about purchasing and stock management.

Project Reporting

Track project progress, monitor budgets versus actuals, analyze resource utilization, and report on project profitability. Jet Reports enables comprehensive project reporting to ensure successful project delivery and financial performance.

Customer Analysis

Analyze customer profitability, purchasing behavior, payment patterns, and satisfaction metrics. Jet Reports helps you gain deeper insights into your customer relationships to improve service and increase customer value.

Executive Dashboards

Create executive dashboards that provide at-a-glance views of key performance indicators across your business. Jet Reports and Jet Analytics enable you to build comprehensive dashboards that support strategic decision-making at all levels.

Jet Reports Success Stories

See how our clients benefit from Jet Reports

Wholesale Case Study
Wholesale Distribution

Transforming Reporting Efficiency with Jet Reports

A wholesale distribution company was struggling with time-consuming manual reporting processes that required exporting data from NAV to Excel and then manipulating it for analysis. We implemented Jet Reports and developed a suite of custom reports to address their specific requirements.

Results:

  • Reduced monthly reporting time from 3 days to 4 hours
  • Eliminated data export errors and inconsistencies
  • Automated distribution of daily sales reports to management
  • Enabled sales team to analyze customer purchasing patterns
  • Improved inventory management with real-time stock analysis
  • Empowered finance team with self-service reporting capabilities
Read Full Case Study

Frequently Asked Questions

Common questions about Jet Reports

How does Jet Reports integrate with Business Central and NAV?

Jet Reports integrates directly with Business Central and NAV through a secure, optimized connection that allows real-time access to your business data. The integration is established through a Jet Reports add-in for Excel and a server component that communicates with your Business Central or NAV database. This direct connection eliminates the need for data exports and ensures that your reports always contain the most current information. The integration works with both cloud and on-premises deployments of Business Central and NAV, and supports all recent versions of these systems. The connection is secure, respecting the user permissions defined in your ERP system, so users can only access the data they're authorized to see.

Do users need technical skills to use Jet Reports?

No, users don't need technical skills to use Jet Reports effectively. Jet Reports is designed to be user-friendly and operates within the familiar Excel environment that most business users already know. For running existing reports, users simply need basic Excel skills. For modifying reports or creating new ones, Jet Reports provides intuitive tools like drag-and-drop report building and a report wizard that guides users through the process. While more advanced reporting capabilities are available for power users, the basic functionality is accessible to anyone comfortable with Excel. Our training programs are tailored to different user skill levels, ensuring that everyone on your team can leverage Jet Reports effectively, regardless of their technical background.

What's the difference between Jet Reports and Jet Analytics?

Jet Reports and Jet Analytics serve different reporting and analytics needs. Jet Reports is primarily a reporting solution that connects directly to your Business Central or NAV data, allowing you to create Excel-based reports with real-time data access. It's ideal for operational reporting, financial statements, and day-to-day business reporting needs. Jet Analytics, on the other hand, is a complete business intelligence solution that includes a pre-built data warehouse, cubes, and dashboards. It's designed for more advanced analytics, including historical trend analysis, multi-source data integration, and interactive visualizations. Jet Analytics builds on Jet Reports capabilities by adding a data warehouse layer that optimizes performance for complex analytics and supports combining data from multiple sources. Many businesses start with Jet Reports for their essential reporting needs and later add Jet Analytics as their analytics requirements become more sophisticated.

How long does it take to implement Jet Reports?

The implementation timeline for Jet Reports varies depending on your specific requirements, but it's generally much faster than traditional business intelligence solutions. A basic Jet Reports implementation can be completed in as little as 1-2 days, including installation, configuration, and basic training. If you require custom report development, the timeline will extend based on the number and complexity of the reports needed. A typical implementation with a moderate number of custom reports might take 1-2 weeks. Jet Analytics implementations are more extensive due to the data warehouse component and typically take 2-4 weeks. Our implementation approach is designed to deliver value quickly, with an initial set of reports available soon after installation, followed by progressive development of additional reports based on your priorities.

Can Jet Reports access historical data?

Yes, Jet Reports can access historical data stored in your Business Central or NAV system. The extent of historical data available depends on your system's data retention policies and the amount of historical data you maintain in your active database. For businesses that require extensive historical analysis or have limited historical data in their active ERP database, Jet Analytics provides a more comprehensive solution. Jet Analytics includes a data warehouse that can store historical data from multiple sources and time periods, enabling in-depth trend analysis and year-over-year comparisons. The data warehouse can be configured to retain historical data according to your specific requirements, even if that data has been archived from your active ERP system. This makes Jet Analytics particularly valuable for businesses that need to analyze trends and patterns over extended time periods.

Ready to Transform Your Reporting with Jet Reports?

Contact us today to discuss how Jet Reports can enhance your reporting capabilities and provide deeper insights into your business.