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Spreadsheet Server by insightsoftware Reviews & Product Details

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.

Seller

insightsoftware

Discussions

Spreadsheet Server by insightsoftware Community

Languages Supported

German, English, French, Italian, Portuguese, Spanish, Swedish, Chinese (Traditional)

Overview by

Robert Paolella

Value at a Glance

Averages based on real user reviews.

Time to Implement

1 month

Return on Investment

10 months

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Top-Rated Alternatives

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Spreadsheet Server by insightsoftware Integrations

(1)

Integration information sourced from real user reviews.

Spreadsheet Server by insightsoftware Media

Spreadsheet Server by insightsoftware Demo - Spreadsheet Server

Real-Time Reporting that Connects to 140+ ERPs Directly in Excel

Spreadsheet Server by insightsoftware Demo - Empower business users to create refreshable reports

Real-Time Reporting that Connects to 140+ ERPs Directly in Excel

Spreadsheet Server by insightsoftware Demo - Close Your Books Faster

By connecting to your live ERP data from inside Microsoft Excel, anyone on your team has the tools to quickly create an ERP report, from financial statements to operational reports. Drill down to see the data behind the numbers and get instant answers to critical business questions.

Spreadsheet Server by insightsoftware Demo - Streamline and Control Your Budgeting Process

Perform any budgeting function from inside Excel without the inherent version control issues of the past. Budget Accelerator helps streamline budget creation, distribution, entry, and collation while ensuring timeliness, accuracy, consistency, and control.

Spreadsheet Server by insightsoftware Demo - Combine Data From Multiple Sources into One Report

Give business users all the information they need to make informed decisions. Spreadsheet Server connects to over 140 ERP systems so you can access your data securely from within Excel and create real-time financial and operational reports across all ERP modules.

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Verified User in Insurance

Mid-Market (51-1000 emp.)

6/12/2018

"Spreadsheet Server Review"

4/5

What do you like best about Spreadsheet Server by insightsoftware?

How easily you can pull the data you are looking for once you learn how to use it. Review collected by and hosted on G2.com.

What do you dislike about Spreadsheet Server by insightsoftware?

Takes a bit of time learning how to use it. Review collected by and hosted on G2.com.

Response from Dawn Christine Jonckowski of Spreadsheet Server by...

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We appreciate you taking the time to share your experience! We offer a lot of resources to help Spreadsheet Server users fully integrate and appreciate their new software. Log in to the customer portal at www.globalsoftwareinc.com to access all of our resources, including training documents and recorded webinars.

Verified User in Construction

Mid-Market (51-1000 emp.)

6/12/2018

"The missing link for any Viewpoint User."

4.5/5

What do you like best about Spreadsheet Server by insightsoftware?

Ease and access for reporting for Viewpoint Modules lacking in reports Review collected by and hosted on G2.com.

What do you dislike about Spreadsheet Server by insightsoftware?

Having to buy licenses individually as opposed to bundles Review collected by and hosted on G2.com.

Response from Dawn Christine Jonckowski of Spreadsheet Server by...

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Thank you for your feedback! It’s great to hear how Spreadsheet Server has augmented your Viewpoint reporting. We’d love to hear more about your license bundle idea. Please feel free to email us at customersuccess@globalsoftwareinc.com to share more thoughts.

Alex K.

IT Manager

Hospital & Health Care

Enterprise (> 1000 emp.)

4/4/2017

"Spreadsheet Server installation in Citrix"

3.5/5

What do you like best about Spreadsheet Server by insightsoftware?

After the software is setup and configured, it works relatively well and can pull data from SAP (in our case) faster than other solution we have in place. Tested using Excel 2013 and 2016 64bit. Review collected by and hosted on G2.com.

What do you dislike about Spreadsheet Server by insightsoftware?

Configuration requires a separate server for segment lists and XML configs. Typically, if there is an error with pulling the data through SS, it is not feasible to fix it without calling the support.In order to keep track of users, I had to build not only AD groups but also create a spreadsheet with license numbers as it is required to re-use licenses if users are added/removed. Review collected by and hosted on G2.com.

What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?

SS is used in our organization to pull data from SAP and make it available and easy to operate for users in standard Excel format.Generally, it gives an ability to end-users to retrieve datasets without remembering codes for SAP transactions and also due to security requirements it use usually not possible to give external users access to SAP directly. In this case, SS serves its purpose really well. Review collected by and hosted on G2.com.

Response from Dawn Christine Jonckowski of Spreadsheet Server by...

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Thank you for your review. Feedback like this is invaluable to us enhancing and strengthening the Spreadsheet Server offering! A number of the items you mentioned in your review have been addressed in our latest release of Spreadsheet Server V 14.6. We’ve received very positive feedback on this enhanced capability. Please reach out to your customer success representative for more details or email customersuccess@globalsoftwareinc.com.

We appreciate your partnership…our success is your success!

Sneha A.

SAP Business Analyst

Biotechnology

Mid-Market (51-1000 emp.)

1/4/2018

"A very helpul tool that minimizes effort and time."

3/5

What do you like best about Spreadsheet Server by insightsoftware?

I like that in spreadsheet serve you can optimize your work time. Review collected by and hosted on G2.com.

What do you dislike about Spreadsheet Server by insightsoftware?

I dislike that there are some hard coded options that I cannot change. Review collected by and hosted on G2.com.

Verified User in Accounting

Mid-Market (51-1000 emp.)

9/5/2017

"Easy to use and be able to provide up to date information in a timely manner"

5/5

What do you like best about Spreadsheet Server by insightsoftware?

be able to create reports by project, by account, by funds, etc. for prior and current years Review collected by and hosted on G2.com.

What do you dislike about Spreadsheet Server by insightsoftware?

Sometime performance; when selecting unique combinations Review collected by and hosted on G2.com.

Recommendations to others considering Spreadsheet Server by insightsoftware:

not at this time Review collected by and hosted on G2.com.

What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?

Create P&L and BS reports in detail to explain variances per line item in P&L and BS reports. In addition, be able to provide monthly financial results to CFO. Review collected by and hosted on G2.com.

Verified User in Wholesale

Enterprise (> 1000 emp.)

12/9/2016

"Experienced User Since 2009"

5/5

What do you like best about Spreadsheet Server by insightsoftware?

The best part of Spreadsheet Server is the live drill down to the GL database! With these results, one can then leverage the power of Excel to create any report desired. The possibilities are endless! Review collected by and hosted on G2.com.

What do you dislike about Spreadsheet Server by insightsoftware?

There is absolutely nothing I don't like about this software!! Review collected by and hosted on G2.com.

Recommendations to others considering Spreadsheet Server by insightsoftware:

There are multiple uses for this product. For the price, the convenience can't be beat. Just going after account balances in Excel was enough to sell us on this product. Now it has become our replacement financial statement presentation tool, while we are in a period of transition to a new ERP system. We can pull live results from both general ledger systems, the legacy and the new system on the same spreadsheet! Review collected by and hosted on G2.com.

What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?

We are using the Spreadsheet Server for so many applications! Currently, the two biggest uses are for presenting our corporate financials and also for audit work papers. Review collected by and hosted on G2.com.

Response from Dawn Christine Jonckowski of Spreadsheet Server by...

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Thank you for taking the time to provide a review! We are very happy to hear that Spreadsheet Server is exceeding your expectations!

Verified User in Luxury Goods & Jewelry

Enterprise (> 1000 emp.)

1/19/2017

"Complicated but works"

4/5

What do you like best about Spreadsheet Server by insightsoftware?

Once a Spreadsheet Server report is created it is a great, easy and effective way to pull GL balances from our financial system. I can also take one that is created, copy it then edit it to make a new report. For me, it is a quick way to get balances to multiple GL accounts at one time. Sometimes I use it for journal entries, sometimes it's for Overhead Reporting, and sometimes it's just to validate other reports. It's very useful! Review collected by and hosted on G2.com.

What do you dislike about Spreadsheet Server by insightsoftware?

Within my organization, Spreadsheet Server does not work for our balance sheet accounts as it only pulls the current month balance and balance sheet reports should be a cumulative balance. Of course we can work around this; it's just more work.

Also, the initial creation of a spreadsheet server report is complicated. The formulas are long! Review collected by and hosted on G2.com.

Recommendations to others considering Spreadsheet Server by insightsoftware:

Get training! Review collected by and hosted on G2.com.

What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?

I use Spreadsheet server to gather data for monthly journal entries, Overhead Reports, Account Analysis, and many other things in my compay. Review collected by and hosted on G2.com.

Response from Dawn Christine Jonckowski of Spreadsheet Server by...

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Feedback like this is invaluable to us in enhancing and strengthening the Spreadsheet Server offering! We would love to help address these items for you! Please contact customersuccess@globalsoftwareinc.com

Sonya R.

Executive Director of Financial Reporting

Hospital & Health Care

Enterprise (> 1000 emp.)

12/9/2016

"Why don't you have this yet??"

5/5

What do you like best about Spreadsheet Server by insightsoftware?

The ease of use and the prompt attention of the Global Helpdesk when I need assistance! Global Software has excellent customer support! Review collected by and hosted on G2.com.

What do you dislike about Spreadsheet Server by insightsoftware?

My limitations in my day to not learn more uses for this product! Review collected by and hosted on G2.com.

Recommendations to others considering Spreadsheet Server by insightsoftware:

Product pays for itself! It's been a life changer for our general ledger team! Finding new uses for this all the time! Review collected by and hosted on G2.com.

What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?

Automation of reports - Reports were manual prior

Accuracy in numbers - Previous reports subject to human error

Allowed for consistency in data pulls - Multiple users previously pulled data from various methods and sources

Virtually eliminated need to pull data from multiple programs - Previously had to switch between 2 data programs

Efficiency gained - Prior reports that took hours, now take minutes Review collected by and hosted on G2.com.

Response from Dawn Christine Jonckowski of Spreadsheet Server by...

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Thank you for your detailed review Sonya! We are very pleased to hear about your positive experience with Spreadsheet Server and appreciate your partnership!

Verified User in Education Management

Enterprise (> 1000 emp.)

7/13/2017

"Business Analyst"

5/5

What do you like best about Spreadsheet Server by insightsoftware?

My favorite thing is that it is in excel and easy to use Review collected by and hosted on G2.com.

What do you dislike about Spreadsheet Server by insightsoftware?

It can be very slow sometimes. I wish report creating were a bit simpler/more intuitive Review collected by and hosted on G2.com.

Response from Dawn Christine Jonckowski of Spreadsheet Server by...

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Thanks for your feedback! We’re excited to see that you love Spreadsheet Server. Our latest release of Spreadsheet Server 14.6.2 includes upgraded performance that should address your speed concerns. We’ve heard rave reviews on this enhanced capability! Please reach out to your customer service representative for more details or email customersuccess@globalsoftwareinc.com.

We appreciate your partnership and appreciate you taking the time to share your experience.

Verified User in Accounting

Small-Business (50 or fewer emp.)

1/18/2017

"Very practical and useful"

5/5

What do you like best about Spreadsheet Server by insightsoftware?

Spreadsheet server has been a time saver for our company. It pulls directly from our ERP system and provides the information you need in excel. A significant portion of our management report is created by spreadsheet server. Review collected by and hosted on G2.com.

What do you dislike about Spreadsheet Server by insightsoftware?

At times it can be very slow when trying to refresh or update the information. Also, if you are not familiar with the formulas it can be a bit confusing. For the most part it has only been a benefit for our company. Overall, I still recommend. Review collected by and hosted on G2.com.

Response from Dawn Christine Jonckowski of Spreadsheet Server by...

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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 customersuccess@globalsoftwareinc.com .

Thank you,

The Spreadsheet Server Team