Jet Basics – How do I install it?

Jet Basics is easy to install.  Once you have the file downloaded (visit here) you are ready to install the add-in for Excel.

Financial Reporting for Dynamics GP… if you export it to Excel from Management Reporter, why not just START in Excel, right?

Here is how to install Jet Basics.

Double Click on the file saved from the download step.


Next Click Run:


The Jet Reports Installer will launch.  Click Install.


After Clicking install, the installer will run through the installation process.


Once complete, click Finish.


After Clicking Finish – make a selection for the Customer Experience Improvement Program.6

And then lastly… register your account.  This is what grants access to use Jet Basics… a license if you will….


After Clicking Submit, you will now see the Jet Ribbon in Excel – Excel will open automatically for you.



That it!  Jet Basics is now installed… next we need to connect to our data source.

Thanks for reading!


Shawn Dorward

Microsoft MVP, Business Applications | LinkedIn | Twitter | GPUG | MSDYNGP

Original Post:



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