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Self-Service Analytics & BI Tools

Data Democratization Empowers Your Users with More Accessible Analytics

Self-Service ReportingCloud IntegrationBI Integration

  • ERP Knowledge – Simplify the technical complexity of the underlying data source, so business users can create reports without relying on IT.

  • Drill Into Detail – Navigate seamlessly from summary to detail data to home in on areas of interest and get fast answers to business questions.

  • Excel or Browser Access – View data in the way that works best for you, choosing between classic Excel or a web-based dashboard.

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We Connect to 200+ ERPs/EPMs

Aptean
Deltek
Dynamics
Epicor
Infor
MRI
Oracle
OracleNetsuite
Sage
SAP
ViewPoint
Yardi

Self-Service Analytics Tools

See What Platforms Work for Your ERP

Stop Waiting for the Reports You Need & Ditch Stale Data

Over-Reliance on IT

80% of finance leaders say they’re too dependent on IT for routine reports. The current process of creating reports typically involves heavy reliance on IT resources, leading to delays and inefficiencies. With Spreadsheet Server, finance teams can build, refresh, and share governed reports themselves, without long ticket queues.

Difficulty in Report Creation

90% of finance professionals struggle to create certain reports, and over 50% spend more than 4 hours on recurring reports. Instead of accepting this time-consuming process, Jet Reports fits how finance teams work. It provides finance-ready Excel functions, templates, and one-click refresh so recurring reports are built in minutes.

Reporting Bottlenecks

Ad hoc reporting requests clog IT calendars and multiply iterations. This results in extensive back-and-forth that exacerbates the bottleneck, frustrating everyone involved. Jet Reports serves as a familiar, Excel-native platform for governed self-service analytics, whether for ad hoc or recurring analysis and BI.

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Self-Service Analytics Use Cases

See Efficiency Benefits Across Your Organization With Low-Code Self-Service BI Tools

Transform Financial Reporting for Major Gains

Automate GL reporting, gaining real-time ERP data access with self-service analytics tools like Spreadsheet Server. Create refreshable reports instantly, avoiding IT reliance. Delve into balances and transactions for quick reconciliation. Transform strategic finance reporting into insightful C-level insights. Deliver digital reports tailored for executives with built-in commentary for context. Mitigate disclosure risk with simplified report production. Ensure speed, accuracy, and consistency for regulatory, internal, and external reports. insightsoftware tools and platforms are flexible for recurring or collaborative needs, enhancing transparency.

Results

30 minutes

Collating data for reporting

15%

Time savings on monthly reporting

80%

Reduction in information load time

Uncover Actionable Insights From Enterprise Data

insightsoftware self-service solutions provide effortless access to critical insights. They simplify ERP data interpretation, making it accessible to all stakeholders, regardless of technical or coding knowledge. With advanced BI tools and metadata search, users can seamlessly analyze financial metrics, operational KPIs, and customer trends. Uncover hidden opportunities with insightsoftware and gain a competitive edge with democratized data and analytics.

Results

30 minutes

Collating data for reporting

15%

Time savings on monthly reporting

80%

Reduction in information load time

Empower Your Applications With Self-Service Analytics

Effortlessly embed analytics and business intelligence tools into your applications. By integrating self-service capabilities such as drill down, drill through, and what-if analysis, you empower your users to access the insights they need, when they need them. Whether it’s exploring data in-depth or conducting scenario analysis, these features ensure your applications provide actionable intelligence, enhancing user experience and driving better decision-making.

Results

30 minutes

Collating data for reporting

15%

Time savings on monthly reporting

80%

Reduction in information load time

Reporting Across Fragmented ERP Data

Jet Analytics simplifies complex Microsoft Dynamics reporting. Pre-built reports, dashboards, and data models help you analyze data faster and gain insights for better decision-making. See how Jet Analytics makes it easy to report across fragmented ERP data.

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Self-Service Analytics & Data Democratization FAQs

What sets insightsoftware apart from other self-service analytics tools?

Our tools and platforms have deep integration with dozens of ERPs and data sources, seamlessly pulling real-time information into Excel without forcing users into unfamiliar BI interfaces and workflows. This reduces learning curves and increases adoption through familiarity. Our software also comes with pre-built business logic and financial intelligence so you don’t have to model everything from scratch. Jet Analytics specifically acts as a data warehouse automation layer with drag-and-drop modeling, pre-built cubes, and data consolidation to act as a centralized and governed semantic hub without custom SQL (which further cuts reliance on IT). Instead of pushing organizations towards cloud hosting like many other vendors, Jet Analytics is available both on-prem or as cloud SaaS, so you have deployment flexibility.

Which insightsoftware tools are best for self-service analytics and BI?

  • Jet Reports: Best for self-service financial reporting in Excel, providing excellent user experience for teams already familiar with Excel. It also has live connection to ERPs and data warehouses, paired with drill-down capabilities and extensive templates to customize for rapid report iteration.
  • Jet Analytics: Serves as the data preparation and modeling layer, consolidating multiple data sources (both ERP and non-ERP) into a governed warehouse. It also supports semantic querying, shared definitions, and more for streamlined self-service analytics across Excel and Power BI.
  • Spreadsheet Server: Another Excel-based reporting tool that supports over 140 ERPs so users can pull live data into Excel without needing IT to build reports. It also has a self-service dashboard and query designer so non-technical users can build queries themselves via a drag-and-drop UI.

What is self-service reporting and how does Jet Reports facilitate it?

Self-service reporting puts the business user in control, enabling them to access the information they need to answer pressing questions. Self-service analytics requires tools that provide a business-friendly view of data and an intuitive interface to lay out reports and navigate their data. For example, Jet Reports has an Excel-native interface that is familiar to most finance professionals, and uses templates to get self-service reporting off the ground and running much faster than starting from scratch. Want to quickly dig further into a metric? Jet Reports has intuitive drill-down tools to go from summary-level metrics to detailed transaction data. Lastly, Jet Reports also integrates with our Lineos AI to further enhance natural language data assistance, report creation, and insight generation for non-technical users.

What are some examples of self-service reporting?

Self-service reporting sits along a spectrum, depending on the business user’s needs. At one end, we find business users who need to create custom reports from scratch by working with a business-friendly layer that hides and manages the underlying database’s complexity. At the other extreme, we find busy executives who just want to take a pre-built report or dashboard and easily filter the data and drill down to home in on an area of interest. Each type of user is getting what they want, fast answers to pressing questions, without the help of IT.

What are the advantages of insightsoftware’s self-service analytics tools?

Implementing self-service reporting helps organizations become more agile. Business users have timely access to the information they need to support decisions, enabling them to act faster and confidently. Empowering business users with self-service access to information raises the decision-making bar because more people are making better and more consistent decisions. Self-service reporting offers a more efficient way of tackling custom reporting needs. Business users can quickly satisfy their needs without waiting for IT or other specialists to help with their requests. This approach means IT teams are no longer overwhelmed by requests for information from across the organization, and they can focus on other high-value activities. Self-service analytics from insightsoftware, specifically, utilizes familiar interfaces, scalable architecture, flexible deployment, and extensive data governance for unparalleled reporting.

How do self-service reporting and data democratization tools benefit IT?

Dealing with constant requests for new information from across the business can be exhausting and overwhelming for already overstretched IT teams. Self-service analytics helps IT get back valuable time while being confident that the information business users can now access is accurate, up-to-date, and consistent.

What are some key capabilities to look for in a self-service analytics tool?

For financial and operational reporting, direct access to the underlying source system (e.g. ERP) is critical to ensure business users are able to address day-to-day decision-making with the latest information. The ability to drill down from summary to detailed transaction data is another key capability so users can get to the root cause of any issues they are investigating. The reporting system should come pre-configured with a business view and industry-ready templates. Intuitive and business-friendly interfaces further reduce learning curves, speeding up time-to-value. Additional automated features like data refreshes and report distribution cut down manual effort and ensure consistency. Thankfully, Jet Reports and Spreadsheet Server both include all of these capabilities and much more, making them leading options for modern, low-code self-service analytics tools.