Spreadsheet Server

RATING:

4.6

(68)

About 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 insid...

Spreadsheet Server Pricing

Contact insightsoftware to request a live demo and pricing information.

Free trial: 

Available

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Spreadsheet Server Reviews

Overall Rating

4.6

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

4.5

Value for money

4.5

Functionality

4.5

Most Helpful Reviews for Spreadsheet Server

1 - 5 of 65 Reviews

User Profile

Jennifer

Verified reviewer

Real Estate, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2024

Flexible and Time Saving

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.

James

Wholesale, 10,000+ employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2024

Self Service Reporting

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.

PROS

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.

CONS

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).

Reasons for switching to Spreadsheet Server

It was slow, difficult to use, and building reports was not intuitive.

Ray

Retail, 10,000+ employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

2

EASE OF USE

2

VALUE FOR MONEY

3

CUSTOMER SUPPORT

3

FUNCTIONALITY

3

Reviewed August 2017

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

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.

Vendor Response

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 customersuccess@globalsoftwareinc.com to upgrade today!

Replied August 2017

MERIT

Wholesale, 11-50 employees

Used weekly for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2024

Spreadsheet Server Saves Time and is Easy to use.

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.

PROS

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.

CONS

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.

Reason for choosing Spreadsheet Server

Someone from my Vistage Group saw how cumbersome it was to prepare different types of financial reports and recommended we look into Spreadsheet server. It was the only product we considered and we loved the demo. Ease of use sold us on the product.

Reasons for switching to Spreadsheet Server

Spreadsheet server has more features, is easier to use, and came at a lower cost.

Tim

Telecommunications, 501-1,000 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2024

Powerful Reporting and Analytics Tool

PROS

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

CONS

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.

Reasons for switching to Spreadsheet Server

It is so much easier to make changes to reporting. With Hyperion, you almost need developers to make updates.