Spreadsheet Server Reviews & Insights

Score9.4 out of 10

20 Reviews and Ratings

Community insights

TrustRadius Insights for Spreadsheet Server are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Intuitive and User-Friendly Interface: Users have consistently praised Spreadsheet Server for its intuitive and user-friendly interface. Many reviewers have found the software's interface to be easy to navigate, allowing them to quickly learn and utilize its features efficiently. The intuitive design of Spreadsheet Server ensures a smooth onboarding experience for users.

Customizable Financial Statements: A significant number of users appreciate the ability to create custom financial statements in Spreadsheet Server. This feature allows users to tailor their reports according to their specific needs, aligning with their company's reporting standards. By providing flexibility in generating financial reports, Spreadsheet Server enables users to extract valuable insights for financial analysis.

Real-Time Data Integration: The integration of Spreadsheet Server with Vista by Viewpoint is highly valued by users. This integration enhances the functionality and compatibility of the software, ensuring seamless data exchange between the two platforms. Users benefit from real-time data directly from the Viewpoint database, enabling them to access up-to-date financial information for informed decision-making.

Reviews

7 Reviews

Spreadsheet Server User

Rating: 8 out of 10

Incentivized

April 13, 2021

Use Cases and Deployment Scope

We use Spreadsheet Server for our financial statements and a limited number of other payroll/benefits reports.

Pros

Very easy to use once the format is set up.
Allows for flexibility in formatting.
Easy to add columns and rows to financial statements.

Cons

It is difficult to initially set up reports - determining the links to the software system.

Likelihood to Recommend

It works great for our financial statements - very flexible. I have struggled with setting up new reports that are not 'canned.'

Verified User

Executive in Finance and Accounting (51-200 employees)

Vetted Review

3 years of experience

All about the time savings!

Rating: 9 out of 10

Incentivized

February 28, 2020

Use Cases and Deployment Scope

Spreadsheet Server is used primarily by our department (Accounting & Finance). It is instrumental in helping us create financial statements, variance reports, etc. It is a tremendous time-saver, allowing us extra time to complete account reconciliations, produce financial statements, and completing our monthly variance research. It saves us countless hours in compiling data that would have been a manual process.

Pros

It saves time
It is more accurate than hand keying
It allows for more complex, intricate calculations

Cons

Perhaps simplifying the coding would help.

Likelihood to Recommend

Spreadsheet Server is very well suited for variance analysis, producing financial statements, and compiling account reconciliations.

Brian Inman

Staff Accountant in Finance and Accounting at UNIVERSITY HEALTH SYSTEMS (5001-10,000 employees)

Vetted Review

3 years of experience

If you like Excel, you will love this product

Rating: 9 out of 10

Incentivized

July 11, 2019

Use Cases and Deployment Scope

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.

Pros

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.

Cons

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.

Likelihood to Recommend

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.

Verified User

Manager in Finance and Accounting (51-200 employees)

Vetted Review

1 year of experience

Automate Reports with Spreadsheet Server

Rating: 10 out of 10

Incentivized

June 7, 2019

Use Cases and Deployment Scope

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.

Pros

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.

Cons

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.

Likelihood to Recommend

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.

Mary Soffner

Controller in Finance and Accounting at Duggan Contracting Corporation (51-200 employees)

Vetted Review

1 year of experience

View profile

The two free user licenses make using Spreadsheet Server worth while

Rating: 7 out of 10

Incentivized

May 28, 2019

Use Cases and Deployment Scope

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.

Pros

Realtime data directly from our Viewpoint database
Ability to modify financial statements
Automate reports

Cons

A better user interface
Easier way of joining tables
More templates

Likelihood to Recommend

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.

Will Mann

Computer and Information Systems Manager in Information Technology at O'Brien & Co (51-200 employees)

Vetted Review

2 years of experience

Allows Users to Easily Extract and Manipulate ERP Data

Rating: 9 out of 10

Incentivized

June 10, 2016

Use Cases and Deployment Scope

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.

Pros

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.

Cons

I would like to see the ability to pull data across different fiscal years using one formula.

Likelihood to Recommend

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.

Tamika Williamson, CPA

Senior Accountant / Financial Analyst in Finance and Accounting at North American Breweries, Inc. (1001-5000 employees)

Vetted Review

6 years of experience

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Presenting Data in a Friendly Manner

Rating: 9 out of 10

Incentivized

June 7, 2016

Use Cases and Deployment Scope

It's currently being used by Finance and Internal Audit.

Pros

Filters
Formulas
Drill down

Cons

Charting
Redundancy of data
Working with newer versions of Excel

Likelihood to Recommend

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.

Pamela Lee, CPA

Sr. Manager Internal Auditor in Professional Services at Federated National Insurance Company (201-500 employees)

Vetted Review

3 years of experience

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