Spreadsheet Server Features

Spreadsheet Server

Connect your ERP to Excel in real-time for Finance reporting

4.36/5 (14 reviews)

Spreadsheet Server Feature Summary

  • Ad hoc reports
  • Automation
  • Charting
  • Collaboration
  • Data export
  • Data querying
  • Data source connectors
  • Database integration
  • Distribution Manager
  • ERP integration
  • Excel integration
  • Financial analysis
  • Financial reports
  • General ledger
  • Inventory management
  • Marketing reports
  • Microsoft Excel integration
  • Purchase orders
  • Query designer
  • Real time data
  • Real time reporting
  • Sales reports
  • Scheduled / automated reports

Competitor Feature Comparison

Automated Scheduling
Charting
Data Import/Export
Database Integration
Distribution Management
ERP Integration
Financial Analysis
Forecasting
General Ledger
Inventory Management
Project Budgeting
Purchase Order Management
Real Time Data
Real Time Reporting
Scheduled Reporting
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Automated Scheduling
Charting
Data Import/Export
Database Integration
Distribution Management
ERP Integration
Financial Analysis
Forecasting
General Ledger
Inventory Management
Project Budgeting
Purchase Order Management
Real Time Data
Real Time Reporting
Scheduled Reporting
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Automated Scheduling
Charting
Data Import/Export
Database Integration
Distribution Management
ERP Integration
Financial Analysis
Forecasting
General Ledger
Inventory Management
Project Budgeting
Purchase Order Management
Real Time Data
Real Time Reporting
Scheduled Reporting
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Spreadsheet Server Feature Reviews

12 reviewers had the following to say about Spreadsheet Server's features:

Donald McLellan

Low cost; easy to use; effective reporting solution

2017-08-11

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

Pros

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

Cons

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Global Software


Thanks for your feedback, Donald! We appreciate learning more about our users¿ experiences. Our recent update, Spreadsheet Server 14.6.4, includes several enhancements. Contact us at customersuccess@globalsoftwareinc.com to upgrade today!

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Ayushi Mundra

Amazing accounting tool. Recommend.

2017-08-08

Pros

It generates various account based reports that are flexible as per need.

Cons

Needs minor improvements and few bug fixes. Other than that it is a good software. I would recommend it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No

Response from Global Software


Thanks, Ayushi! We¿re happy to see that Spreadsheet Server is working so well with your ERP data. Our latest update, Spreadsheet Server 14.6.3, includes several enhancements. Contact us at customersuccess@globalsoftwareinc.com to upgrade today!

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Karan Uppal

A good value for money. Highly recommend!

2017-10-10

It is helpful in creating complex reports and data analysis.

Pros

This software uses ERP live data with Microsoft Excel.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
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Greg Beckman

This helps enable you to build reports in our accounting software and make then look the way we want

2017-07-20

Better reporting with being able to customize the look.

Pros

The best thing is that I get to use excel to build the reports and make them look the way I want.

Cons

It takes a little time and training to fully understand the queries, how they work and associate one query to another.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Global Software


Great to hear from you, Greg! We¿re excited that you¿re experiencing so much success with Spreadsheet Server. We¿re here to make sure your experience is always a positive one. Our latest version has many enhancements, including ease of use! Contact us at customersuccess@globalsoftwareinc.com to upgrade.

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Yeshuwanth Ladda

Low cost; easy to use; effective reporting solution

2018-03-31

Pros

The best thing is that I get to use excel to build the reports and make them look the way I want.

Cons

If connecting to multiple databases, report generation is often slow.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
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Ray Boonzaayer

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

2017-08-11

Reporting times dropped from 3 to 4 days to overnight.

Pros

Distribution Manager and Profile Scheduler really enhance the reporting functionality.

Cons

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No

Response from Global Software


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!

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Gail Olney

SS Server

2019-03-26

We built quite a few reports but it took fewer than our old system due to ability to run them various ways.

Pros

Distribution scheduler allows you to schedule them during off hours

Cons

Slow to build reports, slow running really large reports

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Occasionally

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Karl Shaw

I use Spreadsheet Server only twice a year but at those times it's critical.

2017-06-01

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

Pros

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

Cons

Our financial statements contain many tables and schedules.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Occasionally

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Global Software


Thank you for your review! We are happy to hear that Spreadsheet Server is such a critical part of your financial reporting environment! 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

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Matt Shirey

Great tool for connecting to databases and running reports

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Source: Capterra
Helpful?   Yes   No

Response from Global Software


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

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Vaibhav Mali

A neat spreadsheet for you detailed reports

2018-12-24

Pros

We had a very peculiar situation where we wanted to make sure that all the data from our project development team, testing team, product implementation team and finally QA team would be on same page and would deliver the product to consumer as required, but the biggest task was how to get 10 different people living across the globe and sharing the same spreadsheet, so we searched and found out Spreadsheet server, that gave instant solution to our long lingering problem.

Cons

But getting used to the same takes some time and then you can generate reports as required

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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kassee eney

Spreadsheet Review

2020-03-15

It helps to keep track of work orders the program manager requests.

Pros

It also helps me to keep track of what workorders i have completed.

Cons

This app makes my job easier to perform and wouldnt change anything.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
Dale Litchford

Great Product

2017-04-26

It has great functionality, is easy to use and saves us quite a bit of time. I would not hesitate to recommend it.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No

Response from Global Software


Awesome feedback! Great to hear about your positive experience with Spreadsheet Server, Dale!

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