The Jet Reports Center provides a centralized platform to manage, upload, and schedule reports, enhancing collaboration and productivity. You can access the Reports Center through several methods:
Access Methods for Reports Center
You can access the Reports Center using any of the following:
Jet Reports Excel Add-in
Jet Platform
Direct URL
1. Accessing Reports Center via Jet Reports Excel Add-in
To use the Jet Reports Excel Add-in:
Ensure you have a supported version of the Jet Excel Add-in installed. If you haven’t installed it yet, download it from: Jet Reports Installation.
Open Excel, go to the Jet ribbon, and click on:
-Access Reports Center
-Upload to Reports Center
These options allow you to open the Reports Center and upload reports directly from Excel.
Enable Reports Center on the Jet Ribbon
If these options appear disabled, follow these steps:
1. On the Jet ribbon, navigate to:
Settings > App Settings > Settings Location
2. In the Choose where your data source settings are stored section, select:
Reports Center > click OK.
3. Then go to:
Jet Ribbon > locate Show and hide Jet ribbon items.
4. Enable Reports Center > click OK.
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2. Accessing Reports Center via Jet Platform
- Navigate to the Platform homepage.
Click on the Reports Center icon to launch the tool.
3. Accessing Reports Center via Direct URL
You can directly access the Reports Center using this link:
🔗 https://reports.app.insightsoftware.com
💡 Tip: Bookmark this URL in your browser for quicker access.
First-Time Access to Reports Center
When accessing the Reports Center for the first time, you may need to complete a few one-time setup steps:
Region Selection
When signing in to Reports Center for the first time, you may encounter the following screen:
You will be prompted to select a region where your organization’s data will be stored.
This prompt appears only for the first user in your organization.
The region setting is permanent and cannot be changed after selection.
✅ Note for APAC users: Select North America as your region.
If your region is automatically detected via Platform or Salesforce settings, this step may be skipped.
Initial Connection Setup
The first user will need to complete the initial connection setup for the organization.
Once done, all users will be directed to the Reports Center home page.
📌 Recommendation: Complete the setup promptly to avoid delays in accessing reporting features.
Reports Center Home Page Overview
After setup, all users will land on the Reports Center home page. This dashboard provides:
- A summary of recent report activity
- Quick access to upload reports
- Navigation Bar for quick access to tools
- Options to create and manage schedules
By following these steps, you can seamlessly integrate Jet Reports Center into your reporting workflow, improving access, efficiency, and collaboration across your organization.
