Insight Software developed Spreadsheet Server, an electronic financial reporting system that uses soft Excel. Users can extract data from various ERP systems and load the information into Excel.
This enables real-time financial reporting and analysis with data from GL and other sources and improves data accuracy.
The spreadsheet server is designed specifically for the financial and accounting departments. It is intended to assist them in preparing their financial reports. For those who work in Excel, it is perfect for teams that use it for their financial reporting.
They can then utilize Spreadsheet Server to have their fingers on the real-time ERP data within Excel.
The geographical distribution of customers and their size Freeware Spreadsheet Server: small companies (<75 employees) – 12%, medium-sized enterprises (75-1000 employees) – 46%, large companies (>1000 employees) – 41%.
It has also been established that it is widely used by mid to large organizations, especially where there is heavy operational demand for activities such as real-time financial reporting. Some of these include real estate and construction, while most of the users are from the United States.
The Spreadsheet Server offers several key features:
All these features bring about operational improvement in the area of financial management.
A limited-use license offers the following capability: A limited use license offers the following capabilities:
Enables users to be notified when another user has created a report in Spreadsheet. In addition to using the server and drilling down from any cell, look at transaction hourly, real-time, and granular-level details on the business from their ERP solution. Users can also
modify any of the parameters when executing the search and focus on a certain query within the information of the query.
It is possible to state that a gold user license presupposes all the capabilities listed in the limited
use-license above, plus the:
Enables the formulation of queries to generate from reading made with the help of a set of predefined queries.
Their custom reports.
This tool helps automate the process of sending out reports at appropriate times. Directly from within Excel, thus saving time that may have been spent in the other software. In my working context, I frequently perform essential printing, copying, or creating email attachments, mainly for the purpose of sharing [information] with your end users.
An online compilation of queries from which the user may transfer individual queries to the QueryDesigner, which selects them and then utilizes them in Excel. One feature that is incorporated within SmartPakTM and used in written QueryExchangeTM is a method to cluster configured queries together.
A platinum user license contains all the features from the platinum editor license as well as the following;
limited use and gold licenses above: limited use and gold licenses above, plus:
An interactive design tool that facilitates the involvement of the users in the development of various designs.
Keep queries with any sort of related database. Media Remarks comprehend keeping queries over any relational database. These
queries can be performed together with so-called decision-support templates that have been set beforehand in A single Excel spreadsheet.
Spreadsheet Server integrates with the following applications:
Acumatica Cloud ERP, BannerFlow, cmIC, DLELMAworks, Data Masons EDI and 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, View
Spreadsheet Server supports the following languages:
English, français, Deutsch, italiano, português, Español, svenska, 正體中文.
Basically, the sales spreadsheet server works with ERP systems, and users can import live data to Excel. This saves time entering the entries manually and also provides the latest information for report generation.
The use of a familiar environment to create the platform makes the platform convenient to users who are already conversant with Excel but need a more efficient way of producing reports.
It provides a means for automating financial reporting, as it allows to generate a flexible report that can be recalculated with a single click. This integrates workflow and reduces some manual reporting work.
Users can provide high-level and detailed analysis up to more specific information at the journal transaction level, which can provide them with better insight into their data.
It gives an option of designing the reports and the dashboards in a way that will best suit the needs of that particular business and is versatile for various business types and types of reports.
This means that only the user who is supposed to access certain data within the organization can access that data, not the other way around, thus enhancing data security within the organization.
While Spreadsheet Server is highly intuitive for preparing reports, integrating it with an ERP system may be difficult at first because many configurations must be made, and this requires a certain level of computer programming knowledge.
However, Spreadsheet Servers are not very efficient in terms of data analytics or when the amounts of data are beyond Excel’s capacity to handle.
It greatly depends on being connected with supported ERP systems, so the opportunities to use it can be rather restricted for companies using non-supported or custom-built ERP systems.
Excel is familiar but not suitable for complicated tasks in data analysis or in creating more complex graphics compared to BI tools such as Tableau or Power BI.
Maneuvering a large amount of data also takes a lot of time and might even cause Excel to freeze or crash, slowing the reports generated by Spreadsheet Server.
The following is a list of Spreadsheet Server’s limitations:
Here are various alternatives for Spreadsheet Servers:
