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

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.

We have been very happy with Spreadsheet Server and have completely replaced Financial Reporting Studio. The speed with which we can issue reports, modify financials, or create new reports/analysis has greatly improved by using Spreadsheet Server.

Spreadsheet server gives the control of report writing to accountants all within native Excel that we are all familiar with. Implementation was simple and quick and involved very little IT support. The tool is simple to use and only required a few hours of training to get everyone started on building their own reports.

With Oracle Cloud our Oracle tables have to be replicated to a separate server. This means reporting isn't real time (but it is close).

Reporting times dropped from 3 to 4 days to overnight.

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

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.

Spreadsheet server is easy to use and refreshes my data immediately. I love all the options I have, I can access any GL data I choose. I'm able to build all of my financial statements, budgets, and financial ratios in one file and it updates effortlessly from period to period.

I spend less time mining data and more time analyzing the data. I use this for financial reporting and budgeting and any scenario I can think of or want to analyze, I'm able to build it into my spreadsheet and have it update the data based on the period I want to analyze.

My only drawback is occassionally Spreadsheet Server loses a connection to my data and I have to contact support for a reboot. Which isn't inconvenient during the week, but support is not able to assist me on the weekends.

The ease in which I can create reports and do on the fly analysis.

There isn't much. The only drawback is change control. Since it is an add-in to Excel, anyone can go in and change a report. Also, you have to touch every report if a change is made. This is definitely a minor drawback, as there are ways to implement controls.

Spreadsheet Server is a life saver when it comes to reporting results from our ERP system into Excel

The only drawback is the amount of time it can take to update the connections. This is easily fixed by making sure you are on the latest version but sometimes you are unaware.

I have been using Spreadsheet Server for almost 17 years and find it one of the most valuable softwares I have purchased. It allows for almost real-time changes to reports (with a cloud based GL you do have to refresh the data warehouse, but for us that is less than 5 minutes) and the ability to create ad-hoc reporting and drilldowns for researching issues is incredibly fast and easy to do.

Easy to use at any level of excel knowledge. The drilldown function is invaluable to us for doing ad hoc queries and research on account values. It is also very useful to be able to create reporting on the fly for senior management, pulling in only data they want to see and analyze.

Depending on the size of the excel file, number of columns and number of worksheets it can take a while to refresh the data when you first open it up. Once the data has refreshed though, making changes is instantaneous.

We have used Spreadsheet server on two accounting platforms successfully. When we moved to NetSuite updating our reporting to the new Spreadsheet server formulas was easy and didn't require us to re-build reports. We have a great rep, [sensitive content hidden], who is very reliable and eager to assist with any issues.

Customizable; Connection to accounting system; Allows for formatting; Based in Excel; easy to understand the formulas

Adding users can be challenging; Excel add-in makes it quirky.

Easy to use and generate reports for Spreadsheet Server

It takes very long time to run when it involves multiple time periods and sheets.

I've been at two companies and love using the sotware.

Ease of use, reliability, and customization.

Initial implementation is a bit tedious for NetSuite users.

Good experience just wish when adding new functionality it wasn't so complicated.

Once you set up your spreadsheets this is a great tool that is able to give real time data in the formats we want to us. We are on Deltek VantagePoint and this is next level for creating our graphs and tracking financial performance.

Getting a new computer can be time consuming for the setup. Adding functionality like budgets can also be a bit time consuming

This product offers great flexibility and a streamlines data analysis by reducing time spent on data mining. Our users leverage it extensively for financial reporting, budgeting, and various analytical scenarios. Its ability to seamlessly integrate with spreadsheets and dynamically for specific date ranges enhances our complex analytics.

Performance issues arise with large reports due to slow processing. While software updates have helped in the past, limitations remain in handling large volumes of transaction data. The addon also has a habit of disabling or removing itself from Excel requiring internal resources to resolve the problem.

Our company is willing to try new software in order to hold a competitive edge in the construction business. I was involved in implementation a few years ago, and now I continue to use this software every month. Integrating with cloud-based software was the last hurdle I had, and they resolved that over a year ago. I can't recommend this software enough. As long as you have someone comfortable using it, you may be surprised at how many different applications it will have in your business.

You can build reports quickly that are easy to share, but really I use it for forensic accounting in my property management company. Being able to pull data in, then drill down for more information is huge. Being able to shift between periods/YTD reporting on the fly is helpful, and being in Excel makes it very easy to pivot and build tables or charts using the information Spreadsheet Server is pulling in. We have multiple companies with different ERP systems, so Spreadsheet Server's ability to pull data from multiple sources has been invaluable to me. This saves me a lot of time that would have gone to drilling down into information in each ERP.

I have plans to build more custom queries, but I wish there was a database of common custom queries I could review. I suppose this would have to be user-generated, but perhaps Insight could host a forum, or post commonly asked-for custom queries.

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.

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

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.

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.

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

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

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

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

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

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.

Overall, we like the product. If the expenditure reports could run faster, we would have a greater love for the product.

The best thing about Spreadsheet Server is the ability to utilize excel to build our reports. We love that we have the ability to add graphs and prior year information to our reports for trends and ratios. In addition, we can add multiple tabs with more detailed 'drill down' data that provides the detail needed for analytics.

The most difficult part of spreadsheet server is the amount of time it takes to run our reports. We have multiple departments in our organization and running the expenditure reports for all of these departments takes more time than it should.

Whenever there is an issue I can reach out to support and they are always very helpful at finding a quick resolution. The overall product makes it easy to grab information from other ERPs for a quick and simple way to do FP&A.

Nothing particularly against spreadsheet server, but it is difficult to host on cloud platforms. Takes a little extra work, but is still achievable.

spreadsheet server is an essential tool used by our finance department to assist with daily, quarterly and annual tasks. We have been using spreadsheet server at Acushnet Company for many years, and unfortunately we waited too long to upgrade and had some compatibility issues between version 14 and version 24.

Easy to generate reports and build templates to customize reporting. Support staff is timely to respond back and extremely helpful and knowledgeable. I have worked with Dasharath many times and he has been very helpful and prompt to resolute.

Can be a little slow performance wise, however the reports sometimes are very large and are calculating lots of data in the background so it is understood why.

Easy to use and to generate reports in Accounting and Finance department

Performance issue sometimes during reports

Excellent tool for financial reporting!

Difficult to setup initially, but once setup it works excellently!

Easy to use spreadsheet server for accounting team!!

Not applicable as administrator use, only end users!!

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.

Refreshing data during the close process can be timely.

Easy to use, fast access to real-time data.

Not applicable at this time, need more time to review it.