Spreadsheet Server User
We use Spreadsheet Server for our financial statements and a limited number of other payroll/benefits reports.
Spreadsheet Server
Spreadsheet Server
Spreadsheet Server
Overview
What is 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...
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Popular Features
View all 5 features- Standard reports (6)8.080%
- Role-based user permissions (7)7.070%
- Custom reports (6)6.060%
- Dashboards (6)6.060%
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Pricing
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What is 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…
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting / Integration Services
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Product Demos
Excel Reporting Tools | Report Automation Software For Your ERP System
03:23
Global Software, Inc. Excel Reporting Customer Highlight Video
07:22
Features
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Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is 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
Reporting & Analytics Features
- Supported: Dashboards
- Supported: Standard reports
- Supported: Custom reports
Customization Features
- Supported: Plug-ins
Security Features
- Supported: Role-based user permissions
Additional Features
- Supported: Gives users live access to all of their ERP data within Microsoft Excel
- Supported: Full drill-down capability to reporting data
- Supported: Eliminate requirement for IT or super-users to change financial reports
- Supported: No server, staging area or data warehouse is required
- Supported: Create custom queries from any relational database within Excel
- Supported: Build a range of reports from simple ad hoc workbooks to complex dashboard-type views of critical business data
Spreadsheet Server Screenshots
Spreadsheet Server Videos
Automate your spreadsheet environment with Excel Reporting Tools!
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Spreadsheet Server Integrations
Spreadsheet Server Competitors
- Excel4apps
- Synoptix
- Insights Software
Spreadsheet Server Technical Details
| Deployment Types | On-premise |
|---|---|
| Operating Systems | Any |
| Mobile Application | No |
| Supported Countries | Any |
| Supported Languages | Any |
Frequently Asked Questions
Excel4apps and Synoptix are common alternatives for Spreadsheet Server.
Reviewers rate Standard reports highest, with a score of 8.
The most common users of Spreadsheet Server are from Mid-sized Companies (51-1,000 employees).
Comparisons
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Reviews and Ratings
 (16)
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July 11, 2019
If you like Excel, you will love this product
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.
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9.0
- 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.
Previously, we used Vista's Financial Manager for our financial reporting needs. It was not user-friendly and required many hours of training to get the most out of the reporting system. Very little training needed for Spreadsheet Server. If you know Excel, you can figure it out.
June 07, 2019
Automate Reports with Spreadsheet Server
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.
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- 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.
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
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- 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
Direct access to the Viewpoint Datatbase.
June 07, 2016
Presenting Data in a Friendly Manner
It's currently being used by Finance and Internal Audit.
- Filters
- Formulas
- Drill down
- Charting
- Redundancy of data
- Working with newer versions of Excel
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- Month end analysis
- Different views of data for presentations
- Budgeting
Spreadsheet Server is easier to get started and more user friendly. It seems to be better for our size business.
2
Accounting, Internal Audit, Finance
2
Information Technology skills
- Financial Analysis
- Quarterly presentations
- Monthly Reporting
- Presentation variety
- comparing budgeting to forecasting
- comparing data from company to company
- Reporting
- Forecasting
- Month end Variance Analysis