Spreadsheet Server

Connect your ERP to Excel in real-time for Finance reporting

About Spreadsheet Server

Spreadsheet Server is a centralized reporting and automation solution that connects to an ERP database to pull live information into the native spreadsheet environment. Using a pre-configured add-in for Microsoft Excel and compatible for integration with a myriad of popular ERP systems, Spreadsheet Server eliminates any re-keying or repeated downloading of business data. Users are empowered to not only create reports in a familiar workspace, they can also drill-down substantially into live ERP details without specialist IT knowledge. Blending GL and non-GL data into a single worksheet, Spreadsheet Server's QueryExchange component provides an online repository of pre-configured queries that can be grouped together using the built-in SmartPak feature.

In addition, the integrated QueryDesigner promises a user-friendly facility for non-technical users to formulate, design and maintain custom relational database queries. Both these custom queries and those selected pre-configured formulas can be combined to work seamlessly within a single spreadsheet. Spreadsheet Server also aids the sharing of reports by bringing popular workflow operations into Excel, via the Distribution Manager. Here, users can perform printing actions, copying commands and even compose emails with attachments when scheduling a more automated distribution workflow.


Key benefits of Spreadsheet Server

  • Spreadsheet Server is a modular-based reporting solution that automatically pulls your live ERP data directly into a Microsoft Excel spreadsheet.
  • The solution allows users to generate reports from live data within Excel, leveraging their own custom queries or those available from the system database.
  • QueryExchange component is an online repository of selected queries that users can download, featuring the SmartPak tool for grouping pre-configured queries together.
  • QueryDesigner promises an intuitive method for creating and maintaining custom queries over a relational database, before combining them with any pre-configured ones inside the same single spreadsheet or workbook.
  • An integrated Distribution Manager automates the scheduling of report distribution from inside the Excel environment itself, making common sharing tasks more accessible and efficient.

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    Reviews

    Overall rating

    4,5 /5
    (25)
    Value for Money
    4,3/5
    Features
    4,3/5
    Ease of Use
    4,1/5
    Customer Support
    4,4/5

    Already have Spreadsheet Server?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Showing 5 reviews of 25
    Jennifer
    Jennifer
    Overall rating
    • Industry: Real Estate
    • Company size: 11–50 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Flexible and Time Saving

    Reviewed on 2024/04/02

    Pros

    Real time data and being able to customize easily in excel.

    Cons

    Pulling in data for large files can take a while if there are a lot of formulas and if you have the automatic calculation turned on, it will refresh even if you didn't want it to.

    Donald
    Overall rating
    • Industry: Transportation/Trucking/Railroad
    • Company size: 5 001–10 000 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Low cost; easy to use; effective reporting solution

    Reviewed on 2017/08/11

    Replaced all our financial related reporting; very flexible and easy to train new users

    Replaced all our financial related reporting; very flexible and easy to train new users

    Pros

    Excel based; relatively easy to learn; works out of the box with simple install; has replaced all our internal financial and management reporting

    Cons

    Conflicts with some other Excel add-ons; occasional issues with some users and PCs; custom GL doesn't have all the features of a standard GL version

    Response from insightsoftware

    Thanks for your feedback, Donald! We appreciate learning more about our users¿ experiences. Our recent update, Spreadsheet Server 14.6.4, includes several enhancements. Contact us at [email protected] to upgrade today!

    Ray
    Overall rating
    • Industry: Retail
    • Company size: 10 000+ Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 7.0 /10

    We use this product as a replacement for Oracle FSG reports for departmental and location...

    Reviewed on 2017/08/11

    Reporting times dropped from 3 to 4 days to overnight.

    Reporting times dropped from 3 to 4 days to overnight.

    Pros

    The product offers great flexibility, looks at the live data and all hierarchies. Distribution Manager and Profile Scheduler really enhance the reporting functionality.

    Cons

    Performance is slow particularly for transaction based reports. Updating to the very latest software was of great help but we had to move the transactions to a table for quicker queries. This allowed reports to be able to complete overnight (around 8 hours) but we are limited to only a periods worth of data at a time for transaction based reports.

    The translated ledgers are not currently working but consolidation ledger are so not a top priority but something to fix in the future.

    Response from insightsoftware

    Thanks for your thoughtful response, Ray. We¿re happy to hear that you are experiencing success with your reporting times. We have an even more recent update for you, Spreadsheet Server 14.6.4, which includes more enhancements. Contact us at [email protected] to upgrade today!

    Karl
    Overall rating
    • Industry: Government Administration
    • Company size: 51–200 Employees
    • Used for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    I use Spreadsheet Server only twice a year but at those times it's critical.

    Reviewed on 2017/06/01

    Because Spreadsheet Server is connected to our general ledger, when we enter a journal entry we get...

    Because Spreadsheet Server is connected to our general ledger, when we enter a journal entry we get immediate updates in the financial statements.

    Pros

    Spreadsheet Server is critical in allowing us to produce financial statements that are integrated into our financial software.

    Cons

    Our financial statements contain many tables and schedules. Because of this, Spreadsheet Server has to look into almost every general ledger account in our system. This results in an initial load time each day of approximately 15-20 minutes. Excel is unavailable for any other use during that time.

    Response from insightsoftware

    Thank you for your review! We are happy to hear that Spreadsheet Server is such a critical part of your financial reporting environment! Our team has just issued a new release, V 14.6, which should significantly improve your load time. We¿ve received very positive feedback on this enhanced capability. Please reach out to your customer success representative for more details or email [email protected] .

    Thank you,
    The Spreadsheet Server Team

    kassee
    Overall rating
    • Industry: Warehousing
    • Company size: 51–200 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 5.0 /10

    Spreadsheet Review

    Reviewed on 2020/03/15

    It helps to keep track of work orders the program manager requests.

    It helps to keep track of work orders the program manager requests.

    Pros

    it makes it easier to perform my job duties. It also helps me to keep track of what workorders i have completed. It also keeps track of what order the installers have left to pick up

    Cons

    None. i cant think of anything negative to say about this app. This app makes my job easier to perform and wouldnt change anything.

    Showing 5 reviews of 25 Read all reviews

    Spreadsheet Server FAQs

    Below are some frequently asked questions for Spreadsheet Server.

    Spreadsheet Server offers the following pricing plans:

    • Free Trial: Available

    Contact insightsoftware to request a live demo and pricing information.

    Spreadsheet Server has the following typical customers:

    2–10, 11–50, 51–200, 201–500, 501–1 000

    Spreadsheet Server supports the following languages:

    English, French, German, Italian, Portuguese, Spanish, Swedish, Traditional Chinese

    Spreadsheet Server supports the following devices:

    Spreadsheet Server integrates with the following applications:

    Acumatica Cloud ERP, BannerFlow, CMiC, DELMIAworks, Data Masons EDI, FCRM Insurance, Global Shop Solutions, Infor Cloud ERP, JD Edwards EnterpriseOne, Kinetic, MRI Software, MYOB Advanced Business, Microsoft Dynamics SL, Microsoft Excel, NetSuite, QAD Digital Supply Chain Planning, Quantum, SAP Business One, SYSPRO, Sage 500, Traverse, Viewpoint Team, Visma Severa, Workday Financial Management

    Spreadsheet Server offers the following support options:

    Email/Help Desk, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

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