Spreadsheet Server

4.6 (85)
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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

    4.6 /5
    (85)
    Value for Money
    4.5/5
    Features
    4.5/5
    Ease of Use
    4.4/5
    Customer Support
    4.6/5

    Already have Spreadsheet Server?

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

    Showing 5 reviews of 85
    Verified Reviewer
    Overall rating
    • Industry: Utilities
    • Company size: 201–500 Employees
    • Used Monthly for 2+ years
    • Review Source

    Overall rating

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

    Spreadsheet server for data comparisons and dashboards

    Reviewed on 2023/08/02

    very please with support on getting problems resolve quickly when they do occur

    very please with support on getting problems resolve quickly when they do occur

    Pros

    the ability to customize what I get and how it looks on my report dashboard

    Cons

    Sometimes very difficult to get installed and working in Excel when really shouldn't be.

    Caleb
    Overall rating
    • Industry: Education Management
    • Company size: 201–500 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

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

    Easy to use financial reporting solution

    Reviewed on 2024/04/29

    Pros

    I love the advanced features and the easiness to use of the tool in handling financial reporting which is possible even to non technical members.

    Cons

    The tool has been flawless and i have not come across any issues

    Matt
    Overall rating
    • Used Monthly for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support

    Great tool for connecting to databases and running reports

    Reviewed on 2017/06/07

    Pros

    Great tool for connecting to multiple databases and generating reports with Excel add-in functionality.

    Cons

    If connecting to multiple databases, report generation is often slow. Can take time running very detailed reports. Can have issues when enabled in Excel when opening a new Excel document.

    Response from insightsoftware

    Thank you for your review. We are always interested in learning more about your experience with Spreadsheet Server. 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

    joseph
    Overall rating
    • Industry: Real Estate
    • Company size: 51–200 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

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

    This tool is great for saving time and creating efficient workflow

    Reviewed on 2024/04/02

    Pros

    Spreadsheet server was able to speed up the way our company worked by being able to analyze data in half the time we were able to before. Most of our time was spent compiling the data and we barely had time to analyze it. We are now able to do both in a fraction of the time. Would highly recommend this tool for people who want to get their YARDI data in excel.

    Cons

    It took a long time to set up because we were going through a 3rd party. This would have been easier to setup if we has someone from spreadsheet server who could have come help our IT do the setup in house instead of over zoom.

    phil
    Overall rating
    • Industry: Hospital & Health Care
    • Company size: 1,001–5,000 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

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

    Effective Tool to Automate Financial Reporting

    Reviewed on 2024/04/30

    Pros

    Helped provide a data link from our ERP into Excel. Similar to other Excel add-ins, this allowed us to customize reports in ways that were not availiable within the ERP. Efficient and effective.

    Cons

    Refreshing data during the close process can be timely.

    Showing 5 reviews of 85 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, FCRM Insurance, Global Shop Solutions, Infor Cloud ERP, JD Edwards EnterpriseOne, Kinetic, MRI Property Management, MYOB Acumatica, 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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