How to Connect Jet Reports to Your Jet Data Warehouse?

If you’re using Jet Reports and want to pull in data from your Jet Data Warehouse, you’re in the right place. This guide walks you through the entire process step by step of how to connect Jet Reports to your Jet Data Warehouse.

But first, let’s make sure you’ve got everything you need.

What You’ll Need Before You Start

Before setting up the connection, make sure you have:

• Jet Reports installed on your computer (you can grab it from Jet’s official website).

• A Jet Data Warehouse database already created using Jet Data Manager.

• Permission to access the database—if you’re unsure, check with your system admin.

• Your Jet License Activation Code (it should include something called the Universal Connector).

• Details of your database:

  • • Server name or IP address
    • Type of login (Windows login, database login, or Azure login)
    • The database name
    • Your username and password (if needed)

Let’s Set Up Your Data Source in Jet Reports

1. Open Jet Reports in Excel

In Excel, go to the Jet ribbon at the top and click:
Settings > Data Source Settings

2. Add a New Data Source

You’ll see a new window. Click the Add button.

3. Give Your Data Source a Name

• Pick a name that makes sense to you (like “Sales Warehouse” or “Main Jet DW”).

• For the type, choose Jet Data Warehouse from the dropdown list.
  Click OK to continue.
  

4. Choose How You’re Connecting

Next, you’ll be asked how your database is hosted:

• On-premises (local server in your office)

• Or through Jet Remote Data Service (for cloud setups)

Choose the right option and click Add.

5. Set Up How You’ll Log In

Here’s where you tell Jet how you’ll log into your database:

• Windows Authentication – if your computer is already set up with access.

• Database Authentication – if you need to enter a username and password.

• Microsoft Entra ID (Azure) – for databases hosted in the cloud with Azure SQL. (Heads up: Multi-factor authentication isn’t supported yet.)

6. Enter the Server & Database Info

Now enter the server name or IP address where your Jet Data Warehouse lives.
Use the dropdown to pick your specific database from the list that appears.

7. Test Your Connection

Click the Test Connection button.
If everything is good, you’ll see: “Test Connection Succeeded.”

8. Final Touches

• Want this to be your default data source every time you open Jet? Just hit Set Default.

• Click OK to finish.

And that’s it! Your Jet Data Warehouse is now connected and ready to power your reports in Excel.

Need a Hand?

If you’re stuck or unsure about the login info, don’t worry—just reach out to your IT person. Or contact us and we’ll help you get set up.

Quick Tip:

Once you’re connected, explore Jet’s built-in tools for building reports. You can drag and drop fields, create dashboards, and get clear insights—without needing help from IT every time.

Conclusion:

Connecting Jet Reports to Jet data warehouse  doesn’t have to be complicated—and now, it’s not. With just a few clicks, you’re set up to access powerful, accurate data directly inside Excel using Jet Reports. Whether you’re building financial dashboards, analyzing sales trends, or keeping an eye on operations, this connection unlocks faster, smarter reporting—without waiting on IT.

Take a moment to explore, test out a few reports, and see the difference a real-time data connection can make in your day-to-day decisions.

If You Need Any Help, Contact us Now!