Spreadsheet Server

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

4,4 /5 (14 reviews) Write a Review!

Spreadsheet Server Overview

What is 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.

Spreadsheet Server Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Subscription
Value for money

Contact insightsoftware to request a live demo and pricing information.


Spreadsheet Server Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia, China and 5 others, India, Japan, Germany, Brazil, Mexico
Supported Languages
English

Media

A demonstration income statement served by Spreadsheet Server
A sales dashboard report being served into Excel using Spreadsheet Server
Account inquiry by subledger
The solution allows users to drill down into the data behind any report, providing real time details of live ERP data
The Excel-based reporting and automation platform brings ERP and relational database information into the spreadsheet
The system allows for the automated population of reports and the ability to perform streamlined analysis, while utilizing existing Excel knowledge
Users can feel empowered to build any kind of desired report from templates and without the call for additional IT assistance
Deep ERP data drill-down capabilities even extend down to viewing invoice images and PDFs for sales transactions
The QueryDesigner tool facilitates the design and creation of custom queries when blending data from multiple sources into a single Excel spreadsheet
The Distribution Manager facility brings common tasks for report sharing and distribution into the Excel environment
Spreadsheet Server screenshot: A demonstration income statement served by Spreadsheet Server Spreadsheet Server screenshot: A sales dashboard report being served into Excel using Spreadsheet Server Spreadsheet Server screenshot: Account inquiry by subledger Spreadsheet Server screenshot: The solution allows users to drill down into the data behind any report, providing real time details of live ERP data Spreadsheet Server screenshot: The Excel-based reporting and automation platform brings ERP and relational database information into the spreadsheet Spreadsheet Server screenshot: The system allows for the automated population of reports and the ability to perform streamlined analysis, while utilizing existing Excel knowledge Spreadsheet Server screenshot: Users can feel empowered to build any kind of desired report from templates and without the call for additional IT assistance Spreadsheet Server screenshot: Deep ERP data drill-down capabilities even extend down to viewing invoice images and PDFs for sales transactions Spreadsheet Server screenshot: The QueryDesigner tool facilitates the design and creation of custom queries when blending data from multiple sources into a single Excel spreadsheet Spreadsheet Server screenshot: The Distribution Manager facility brings common tasks for report sharing and distribution into the Excel environment

Spreadsheet Server Reviews

Spreadsheet Server Reviews

Overall rating
4,4
/
5
Excellent
8

Very good
4

Average
1

Poor
1

Terrible
0

Value for Money
4,2
Features
4,2
Ease of Use
3,8
Customer Support
4,3
86% recommended this app
Akhilesh P.


Donald M.

Low cost; easy to use; effective reporting solution

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


Ray B.

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

Reporting times dropped from 3 to 4 days to overnight.


Karl S.

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

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


Kassee E.

Spreadsheet Review

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


Akhilesh P.

Rating only

Reviewed on 2018/03/16
Review Source: GetApp
Donald M.
Industry: Transportation/Trucking/Railroad
Company size: 5 001-10 000 Employees

Low cost; easy to use; effective reporting solution

Used Daily for 2+ years
Reviewed on 2017/08/11
Review Source: Capterra

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 Global Software

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!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Ray B.
Industry: Retail
Company size: 10 000+ Employees

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

Used Daily for 1-5 months
Reviewed on 2017/08/11
Review Source: Capterra

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 Global Software

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!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

Karl S.
Industry: Government Administration
Company size: 51-200 Employees

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

Used Other for 2+ years
Reviewed on 2017/06/01
Review Source: Capterra

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 Global Software

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

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Kassee E.
Industry: Warehousing
Company size: 51-200 Employees

Spreadsheet Review

Used Daily for 1+ year
Reviewed on 2020/03/15
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 5.0/10

User recommendation
8,3/10
Based on 14 user ratings
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Spreadsheet Server Pricing

Spreadsheet Server Pricing

Starting from
N/A
Free Trial
Subscription
Value for money

Contact insightsoftware to request a live demo and pricing information.

Contact insightsoftware to request a live demo and pricing information.

Value for Money
4,2/5
Based on 14 user ratings
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Spreadsheet Server Features

Spreadsheet Server Features

API
Accounting Integration
Accounting Management
Activity Dashboard
Audit Trail
Automatic Notifications
Billing & Invoicing
Compliance Management
Customizable Reporting
Data Import/Export
Electronic Payments
Expense Tracking
Financial Analysis
Invoice Management
Invoice Processing
Multi-Currency
Real Time Data
Reporting & Statistics
Third Party Integration
Workflow Management
Features
4,2/5
Based on 14 user ratings
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Categories

Additional information for Spreadsheet Server

Additional information for Spreadsheet Server

Key features of Spreadsheet Server

  • Ad hoc reports
  • Automation
  • Charting
  • Collaboration
  • Data export
  • Data querying
  • Data source connectors
  • Database integration
  • Distribution Manager
  • ERP integration
  • Excel integration
  • Financial analysis
  • Financial reports
  • General ledger
  • Inventory management
  • Marketing reports
  • Microsoft Excel integration
  • Purchase orders
  • Query designer
  • Real time data
  • Real time reporting
  • Sales reports
  • Scheduled / automated reports

Benefits

  • 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.
  • Spreadsheet Server FAQs

    Spreadsheet Server FAQs

    Below are some frequently asked questions for Spreadsheet Server.

    Q. What type of pricing plans does Spreadsheet Server offer?

    Spreadsheet Server offers the following pricing plans:

    Pricing model: Subscription

    Free Trial: Not Available

    Contact insightsoftware to request a live demo and pricing information.

    Q. What are the main features of Spreadsheet Server?

    Spreadsheet Server offers the following features:

    • Ad hoc reports
    • Automation
    • Charting
    • Collaboration
    • Data export
    • Data querying
    • Data source connectors
    • Database integration
    • Distribution Manager
    • ERP integration
    • Excel integration
    • Financial analysis
    • Financial reports
    • General ledger
    • Inventory management
    • Marketing reports
    • Microsoft Excel integration
    • Purchase orders
    • Query designer
    • Real time data
    • Real time reporting
    • Sales reports
    • Scheduled / automated reports

    Q. Who are the typical users of Spreadsheet Server?

    Spreadsheet Server has the following typical customers:

    Large Enterprises, Mid Size Business

    Q. What languages does Spreadsheet Server support?

    Spreadsheet Server supports the following languages:

    English

    Q. What type of pricing plans does Spreadsheet Server offer?

    Spreadsheet Server has the following pricing plans:

    Subscription

    Q. Does Spreadsheet Server support mobile devices?

    We do not have any information about what devices Spreadsheet Server supports

    Q. What other apps does Spreadsheet Server integrate with?

    Spreadsheet Server integrates with the following applications:

    Acumatica Cloud ERP, Microsoft Dynamics SL, Microsoft Excel, NetSuite, Oracle JD Edwards EnterpriseOne, SYSPRO, Sage 500, Severa Visma, Viewpoint, Workday Financial

    Q. What level of support does Spreadsheet Server offer?

    Spreadsheet Server offers the following support options:

    Phone Support, Knowledge Base, Online Support, Video Tutorials