Spreadsheet Server

Spreadsheet Server

Score 7.3 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...
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Recent Reviews

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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

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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
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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
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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).
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Comparisons

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Reviews

(1-7 of 7)
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Score 8 out of 10
Vetted Review
Verified User
  • Very easy to use once the format is set up.
  • Allows for flexibility in formatting.
  • Easy to add columns and rows to financial statements.
  • It is difficult to initially set up reports - determining the links to the software system.
Score 9 out of 10
Vetted Review
Verified User
  • 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.
Mary Soffner | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • 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.
Tamika Williamson, CPA | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
  • 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.
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