Jet Basics vs Jet Reports – Should You Upgrade?

Jet Basics to Jet Reports

Jet Basics is a free introductory and extensional reporting tool, part of Insightsoftware’s Jet software product line, available with Microsoft Dynamics which works with Dynamics NAV and Dynamics GP to create basic financial reports and business queries inside of Microsoft Excel.                                              

However it is important to note that one should not take Jet Basics for what it is not, i.e. a fully operational reporting or analytic tool which a company needs for thorough reporting and analyses. It is an exploratory tool meant to acquaint one with Dynamics NAV or GP while working in Excel, which if used correctly and not overestimated, provides accurate and consistent data to stay on top of competition and streamline processes. What is counterproductive to that goal of creating accurate reports is using Jet Basics for what is does not accommodate, for example, multiple companies, sources of data and currencies, self-service reporting and analysis, and streamlining processes.

If you’re struggling with using Jet Basics for your reporting needs, first you should find out the most common explanations behind those difficulties, and then we at Global Data 365 will provide you a better-suited solution.

Why Jet Basics Is Not Meeting Your Needs

It should be kept in mind that as Jet Basics is a ‘freemium’ product, it is not built as a complete solution to a company or organization’s reporting and analytical reporting needs. While there is an inexhaustible number of users who can use Jet Basics as an introductory product, users forget that there is a limit to its capabilities, and to work around that often look for quick fixes such as making it work with corrupt, unstable and oft-times ancient software, and thus invest more time than is needed on this product which is not meant to do what the user is trying to make it do.

For example, users commonly export a table of data into Excel using Jet Basics, and then format the data using VLOOKUP, HLOOKUP and the more basic, primitive to be exact, functions such as ‘Find and Replace’ and ‘Copy and Paste’. Not only is this more time consuming, but also results in data inaccuracies and errors which can negatively affect their reporting, and thus decisions based on those reports.

After Global Data 365 researched into why this was an issue, users admitted to using workarounds in Jet Basics and admitted they weren’t obtaining any accurate results and just wasting more time. So now we are going to offer a simpler solution to your reporting problems, which are our premium products.

When You Should Switch to Premium Jet Products

Instead of spending important resources (not fiscal) such as time on freemium products, users should be able to tell when to switch to Jet’s premium products, and have a stronger foundation for your reporting processes from the get-go rather than wasting multiple resources (yes, including fiscal).

We are going to give you three scenarios where a user should consider switching to premium products:

  1. When they need flexible formatting, automated processing and Office 365 integration across multiple companies. In this case, Jet Reports is the solution to their problem! With this product, users can automate and schedule real-time reports without any issues. In addition to that, there’s the option of building, formatting and updating reports with user-friendly tools. And lastly, they can acquire full integration with Office 365 Excel Online and the Office 365 frame across multiple companies.
  2. When they need detailed self-service reporting and analytics and data governance. In this particular case, Jet Analytics is the solution to their problem! With this product, any beginner who does not possess technical expertise can build reports and dashboards in Excel and Power BI, and gain important understanding into data with pre-built cubes, a data warehouse and an extensive framework of dashboard and report structures. And lastly, they can manage, organize, share, compile and customize data a lot faster with the data warehouse automation tool.
  3. When users have multiple companies, or are working with multiple sources of data, multiple dimensions and need to simple the fiscal planning process. So in this last case, they can upgrade to Jet Analytics with Jet Basics. Using these products, they can build innovative, multi-dimensional reports without specific restrictions, easily integrate data from multiple sources and achieve complete data management and collaboration for reliable reporting and budgeting reports, and access data from the databases of multiple companies.

In Conclusion

Reporting doesn’t have to be a time-consuming task, provided you know when to make the right decision to switch products. Premium Jet products offer solutions with seamless upgrades so the user can rid themselves of manual reporting and workaround management they might encounter from Jet Basics.

Get 30 days free upgrade to Jet Reports. Contact us now.

Contact Us

advanced divider
Scroll to Top