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https://media.trustradius.com/product-logos/97/bC/LVNWMQHEUU37.jpegAutomate Reports with Spreadsheet ServerWe are currently using Spreadsheet Server as a reporting tool. We were able to create custom financial statements in Spreadsheet Server to fit our needs. Spreadsheet Server is easy to use and manipulate. Because we are limited on the number of licenses, only a few users in the company are currently using Spreadsheet Server.,It's easy to use and learn how to create new spreadsheets. Spreadsheet Server makes it easy to create custom financial statements for your company. It is a great tool to use with Vista by Viewpoint. We can create custom graphs and KPI's in Spreadsheet Server.,There is room for error in financial reporting if the accounts are updated on a regular basis. It can be complicated to determine what changes were made if the user does not update the GL accounts.,10,The ability to make customizations to our financials without requiring an IT superuser has been a benefit. As a fairly new user, it was easy to learn and customize without a lot of training from IT. It eliminates running multiple reports that are needed to be sent to management. We can run one file that includes all reports.,Vista,Vista by Viewpoint, NetSuite, Sage 100 ERPThe two free user licenses make using Spreadsheet Server worth whileWe use it for financial statements and statements of cash flow. It allows us direct access to our Viewpoint database and modify reports on the fly.,Realtime data directly from our Viewpoint database Ability to modify financial statements Automate reports,A better user interface Easier way of joining tables More templates,7,Allows us quick access to cash flow statements which assist in decision making Provides accurate reporting for our banking needs Provides accurate information to our insurance and bonding vendors,SAP Crystal and Microsoft Exchange,Procore, Vista by Viewpoint, ProEst Estimating SoftwareIf you like Excel, you will love this productCurrently, only our Accounting Separtment is using Spreadsheet Server. We have been using it for about a year. We started changing over after our current solution announced it would be at end of life at the end of this year. Spreadsheet Server offered us two free licenses through their partnership with Viewpoint, so it was a no brainer to try. I was surprised at how easy it was to setup the reports. If you like working in Excel, then you will love this software.,I love that you can create the reports in Excel so that these static fields automatically update when you open. This allows you to update other reports and graphs from this data. They have great support, and response time has always been great. Super easy to start off. You can have setup and reports created on your first day. They give you templates to start off with.,The only issue that we came across, is that not all of our companies have the same financial structure as each other. So the GLs we use for one report, would not necessarily work for all the other companies. We did not want to create separate reports for each company either. We did find a workaround in that we created a lookup tab with GLs to use for each category for each company, then used v-lookup to pull those GLs over. This workaround worked great, but it would have been nice to have something built in to cover this.,9,The time saved with setup alone is worth the investment in this product. Not having to export reports from our accounting software to update reports, has been a real game changer and time saver.,,SAP Crystal, Adobe Acrobat DCAllows Users to Easily Extract and Manipulate ERP DataSpreadsheet server is used by the Finance/Accounting department. The software allows us to pull data out of our ERP system, into Microsoft Excel. We are then able to manipulate the data as needed.,The ability to pull data directly from ERP systems into a spreadsheet, allowing the data to be easily viewed and managed. The ability to use the distribution manager in order to present data without Spreadsheet Server functions.,I would like to see the ability to pull data across different fiscal years using one formula.,9,The use of spreadsheet server allows the finance/accounting staff to work much more efficiently.Presenting Data in a Friendly MannerIt's currently being used by Finance and Internal Audit.,Filters Formulas Drill down,Charting Redundancy of data Working with newer versions of Excel,9,Month end analysis Different views of data for presentations Budgeting,Oracle Hyperion Enterprise Performance Management and Microsoft Visual Studio Team System,Sage 300 ERP, Microsoft Access, MicroStrategy Analytics,2,2,Financial Analysis Quarterly presentations Monthly Reporting,Presentation variety comparing budgeting to forecasting comparing data from company to company,Reporting Forecasting Month end Variance Analysis,9
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Spreadsheet Server
7 Ratings
Score 9.0 out of 101
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Spreadsheet Server Reviews

Spreadsheet Server
7 Ratings
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Score 9.0 out of 101
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Reviews (1-5 of 5)

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Mary Soffner profile photo
June 07, 2019

Review: "Automate Reports with Spreadsheet Server"

Score 10 out of 10
Vetted Review
Verified User
Review Source
We are currently using Spreadsheet Server as a reporting tool. We were able to create custom financial statements in Spreadsheet Server to fit our needs. Spreadsheet Server is easy to use and manipulate. Because we are limited on the number of licenses, only a few users in the company are currently using Spreadsheet Server.
  • It's easy to use and learn how to create new spreadsheets.
  • Spreadsheet Server makes it easy to create custom financial statements for your company. It is a great tool to use with Vista by Viewpoint.
  • We can create custom graphs and KPI's in Spreadsheet Server.
  • There is room for error in financial reporting if the accounts are updated on a regular basis.
  • It can be complicated to determine what changes were made if the user does not update the GL accounts.
Spreadsheet Server eliminates the need for custom reports from an outside provider in Vista that can be manipulated and customized to your company. It is easy to use and customize for a user who is familiar with Excel. There is no need to dump data out of your ERP system in order to create reports.
Read Mary Soffner's full review
Will Mann profile photo
May 28, 2019

Review: "The two free user licenses make using Spreadsheet Server worth while"

Score 7 out of 10
Vetted Review
Verified User
Review Source
We use it for financial statements and statements of cash flow. It allows us direct access to our Viewpoint database and modify reports on the fly.
  • Realtime data directly from our Viewpoint database
  • Ability to modify financial statements
  • Automate reports
  • A better user interface
  • Easier way of joining tables
  • More templates
The Balance Sheets, Income Statements, Cash Flow and Trial Balance worksheets are all well suited and pull nicely from the Viewpoint Database. We have been able to pull data from multiple tables easier as well. Spread sheet server is appropriate in Job Cost. Not much there in the way of job cost reporting.
Read Will Mann's full review
No photo available
July 11, 2019

Spreadsheet Server Review: "If you like Excel, you will love this product"

Score 9 out of 10
Vetted Review
Verified User
Review Source
Currently, only our Accounting Separtment is using Spreadsheet Server. We have been using it for about a year. We started changing over after our current solution announced it would be at end of life at the end of this year. Spreadsheet Server offered us two free licenses through their partnership with Viewpoint, so it was a no brainer to try. I was surprised at how easy it was to setup the reports. If you like working in Excel, then you will love this software.
  • I love that you can create the reports in Excel so that these static fields automatically update when you open. This allows you to update other reports and graphs from this data.
  • They have great support, and response time has always been great.
  • Super easy to start off. You can have setup and reports created on your first day. They give you templates to start off with.
  • The only issue that we came across, is that not all of our companies have the same financial structure as each other. So the GLs we use for one report, would not necessarily work for all the other companies. We did not want to create separate reports for each company either. We did find a workaround in that we created a lookup tab with GLs to use for each category for each company, then used v-lookup to pull those GLs over. This workaround worked great, but it would have been nice to have something built in to cover this.
Spreadsheet Server is a set it and forget it type of thing. However, if you are wanting to change up the data you get on a regular basis, this may not be the product for you.
Read this authenticated review
Tamika Williamson, CPA profile photo
June 10, 2016

Spreadsheet Server Review: "Allows Users to Easily Extract and Manipulate ERP Data"

Score 9 out of 10
Vetted Review
Verified User
Review Source
Spreadsheet server is used by the Finance/Accounting department. The software allows us to pull data out of our ERP system, into Microsoft Excel. We are then able to manipulate the data as needed.
  • The ability to pull data directly from ERP systems into a spreadsheet, allowing the data to be easily viewed and managed.
  • The ability to use the distribution manager in order to present data without Spreadsheet Server functions.
  • I would like to see the ability to pull data across different fiscal years using one formula.
Being able to use the Distribution Manager function is very helpful. This allows us to pull together financial statements for multiple companies, while simultaneously removing the Spreadsheet Server function.
Read Tamika Williamson, CPA's full review
Pamela Lee, CPA profile photo
June 07, 2016

Spreadsheet Server Review: "Presenting Data in a Friendly Manner"

Score 9 out of 10
Vetted Review
Verified User
Review Source
It's currently being used by Finance and Internal Audit.
  • Filters
  • Formulas
  • Drill down
  • Charting
  • Redundancy of data
  • Working with newer versions of Excel
Spreadsheet Server is well suited for slicing and dicing the same data in various ways to supply executives with their personal view of the data for presentation purposes.
Read Pamela Lee, CPA's full review

Feature Scorecard Summary

Plug-ins (4)
8.0
Role-based user permissions (5)
7.0
Dashboards (4)
5.7
Standard reports (4)
8.7
Custom reports (4)
8.3

About Spreadsheet Server

The Spreadsheet Server platform is designed to work as a Microsoft add-in to provide live reporting data and analysis from the user’s ERP solution into Excel. The vendor aims to help users eliminate the hassle of re-keying or downloading any data into spreadsheets make that spreadsheet an integral part of their business environment. 

Spreadsheet Server Features

General Ledger and Configurable Accounting Features
Does not have featureAccounts payable
Does not have featureAccounts receivable
Does not have featureCash management
Does not have featureBank reconciliation
Does not have featureExpense management
Does not have featureTime tracking
Does not have featureFixed asset management
Does not have featureMulti-currency support
Does not have featureMulti-division support
Does not have featureRegulations compliance
Does not have featureElectronic tax filing
Does not have featureSelf-service portal
Does not have featureGlobal Financial Support
Does not have featurePrimary and Secondary Ledgers
Does not have featureIntercompany Accounting
Does not have featureLocalizations
Does not have featureJournals and Reconciliations
Does not have featureEnterprise Accounting
Does not have featureConfigurable Accounting
Does not have featureCentralized Rules Framework
Does not have featureStandardized Processes
Inventory Management Features
Does not have featureInventory tracking
Does not have featureAutomatic reordering
Does not have featureLocation management
Does not have featureManufacturing module
Order Management Features
Does not have featurePricing
Does not have featureOrder entry
Does not have featureCredit card processing
Does not have featureCost of goods sold
Does not have featureOrder Orchestration
Does not have featureEnd-to-end order visibility
Does not have featureOrder exception Resolution
Payroll Management Features
Does not have featurePay calculation
Does not have featureBenefit plan administration
Does not have featureDirect deposit files
Does not have featureSalary revision and increment management
Does not have featureReimbursement management
Reporting & Analytics Features
Has featureDashboards
Has featureStandard reports
Has featureCustom reports
Customization Features
Does not have featureAPI for custom integration
Has featurePlug-ins
Security Features
Has featureRole-based user permissions
Does not have featureSingle sign-on capability
Does not have featureMulti-factor authentication
Does not have featureUser-level audit trail
Accounting Firm BPO Features Features
Does not have featureBranded client dashboards
Does not have featureClient data roll-up capabilities
Does not have featureClient data consolidation for benchmarking
Does not have featureConfigurable alerts
Does not have featureBilling bypass
Does not have featureClient template cloning
Does not have featureSingle sign-on
Does not have featureConfigurable client onboarding questions
Does not have featureCross-client workflow management
Does not have featureIndustry-specific versioning
Does not have featureLegacy system data migration
Additional Features
Has featureGives users live access to all of their ERP data within Microsoft Excel
Has featureFull drill-down capability to reporting data
Has featureEliminate requirement for IT or super-users to change financial reports
Has featureNo server, staging area or data warehouse is required
Has featureCreate custom queries from any relational database within Excel
Has featureBuild a range of reports from simple ad hoc workbooks to complex dashboard-type views of critical business data

Spreadsheet Server Screenshots

Spreadsheet Server Integrations

Microsoft Excel

Spreadsheet Server Competitors

Excel4apps, Synoptix, Insights Software

Pricing

Does not have featureFree Trial Available?No
Does not have featureFree or Freemium Version Available?No
Has featurePremium Consulting/Integration Services Available?Yes
Entry-level set up fee?No

Prices can be different for any company interested in Spreadsheet Server depending on size and who should be involved. Feel free to contact us for a free demo to see if it is the right reporting tool for you.

Spreadsheet Server Support Options

 Paid Version
Phone
Live Chat
Email
Social Media
Video Tutorials / Webinar

Spreadsheet Server Technical Details

Deployment Types:On-premise
Operating Systems: Any
Mobile Application:No
Supported Countries:Any
Supported Languages: Any