Spreadsheet Server

Spreadsheet Server

Score 7.5 out of 10
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...
Read more

Recent Reviews

Read all reviews

Popular Features

View all 5 features
  • Standard reports (6)
    8.0
    80%
  • Role-based user permissions (7)
    7.0
    70%
  • Custom reports (6)
    6.0
    60%
  • Dashboards (6)
    6.0
    60%

Video Reviews

Leaving a video review helps other professionals like you evaluate products. Be the first one in your network to record a review of Spreadsheet Server, and make your voice heard!

Return to navigation

Pricing

View all pricing
N/A
Unavailable

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

Would you like us to let the vendor know that you want pricing?

9 people want pricing too

Alternatives Pricing

What is QuickBooks Online?

QuickBooks Online is a SaaS version of the QuickBooks product. It contains all of the features found in the local version. Higher-priced plans include greater automation, payment management, inventory and time tracking, and analytics features.

What is Xero?

Xero is an online accounting software product for small businesses and personal finance. Its features beyond general ledger and double-bookkeeping include quotable invoicing, bank reconciliation, purchase order and expense management, and tax management. Third party apps can extend its features…

Return to navigation

Product Demos

Excel Reporting Tools | Report Automation Software For Your ERP System
03:23
Global Software, Inc. Excel Reporting Customer Highlight Video
07:22
Return to navigation

Features

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

7Avg 7.2

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

7Avg 8.1

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

6.7Avg 7.5
Return to navigation

Product Details

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

Screenshot of Income Statement with Spreadsheet ServerScreenshot of Sales Dashboard with Spreadsheet Server

Spreadsheet Server Videos

Automate your spreadsheet environment with Excel Reporting Tools!
See what others are saying about how our Excel Reporting Tool!

Spreadsheet Server Integrations

Spreadsheet Server Competitors

Spreadsheet Server Technical Details

Deployment TypesOn-premise
Operating SystemsAny
Mobile ApplicationNo
Supported CountriesAny
Supported LanguagesAny

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).
Return to navigation

Comparisons

View all alternatives
Return to navigation

Reviews

(1-4 of 4)
Companies can't remove reviews or game the system. Here's why
Score 9 out of 10
Vetted Review
Verified User
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.
General Ledger and Configurable Accounting
N/A
N/A
Inventory Management
N/A
N/A
Order Management
N/A
N/A
Payroll Management
N/A
N/A
Reporting & Analytics (3)
96.66666666666666%
9.7
Dashboards
100%
10.0
Standard reports
100%
10.0
Custom reports
90%
9.0
Customization (1)
90%
9.0
Plug-ins
90%
9.0
Security (1)
90%
9.0
Role-based user permissions
90%
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.
Mary Soffner | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
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.
General Ledger and Configurable Accounting
N/A
N/A
Inventory Management
N/A
N/A
Order Management
N/A
N/A
Payroll Management
N/A
N/A
Reporting & Analytics (3)
80%
8.0
Dashboards
50%
5.0
Standard reports
100%
10.0
Custom reports
90%
9.0
Customization (1)
N/A
N/A
Plug-ins
N/A
N/A
Security (1)
50%
5.0
Role-based user permissions
50%
5.0
  • 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 did not offer reporting that met our needs. We were not able to easily customize the standard reports to fit our company needs. We are able to create different reports depending on management's needs and level. It is easy to create reports for auditors as well in Spreadsheet Server.
Score 7 out of 10
Vetted Review
Verified User
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.
General Ledger and Configurable Accounting
N/A
N/A
Inventory Management
N/A
N/A
Order Management
N/A
N/A
Payroll Management
N/A
N/A
Reporting & Analytics (3)
50%
5.0
Dashboards
20%
2.0
Standard reports
60%
6.0
Custom reports
70%
7.0
Customization (1)
70%
7.0
Plug-ins
70%
7.0
Security (1)
70%
7.0
Role-based user permissions
70%
7.0
  • 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.
Pamela Lee, CPA | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
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.
General Ledger and Configurable Accounting
N/A
N/A
Inventory Management
N/A
N/A
Order Management
N/A
N/A
Payroll Management
N/A
N/A
Reporting & Analytics (3)
83.33333333333334%
8.3
Dashboards
80%
8.0
Standard reports
80%
8.0
Custom reports
90%
9.0
Customization (1)
90%
9.0
Plug-ins
90%
9.0
Security (1)
90%
9.0
Role-based user permissions
90%
9.0
  • 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
Very easy to use and user friendly.
Return to navigation