If you like Excel, you will love this product
July 11, 2019

If you like Excel, you will love this product

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Spreadsheet Server

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.
  • 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.
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.

Spreadsheet Server Feature Ratings

Standard reports
Custom reports
Role-based user permissions


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