Spreadsheet Server Reviews

“Simple entry and reporting”

Pros

Data entry and reporting feel convenient for me with this software. It helps keep financial records organized and up to date and I find the interface user-friendly so working in it is pretty easy.

Cons

Advanced data visualization can be tricky to work with at times. There are also moments when the spreadsheet format doesn't fully match regular standards.

“excel integration done right”

Pros

Being able to work directly with Excel is a huge plus for me since it lets me stay in a familiar environment instead of having to learn an entirely new interface.

Cons

Initial setup and configuration can take quite a bit of time and I needed technical support to get everything in place. Performance can also slow down when handling very large datasets.

“Perfect reporting for daily use”

Pros

Reporting features and report generation are excellent in my experience. After a one-on-one session with support where everything was explained clearly, I started using it as a day-to-day reporting tool that our company now relies on.

Cons

Only recent downside came after we implemented a new system, Unanet. Since then, data updates have sometimes taken as long as an hour. After many calls with both Unanet and IT support, it was confirmed that the problem was with the Unanet database.

“excellent support and fast reporting”

Pros

One thing that really stands out to me is how excellent the customer support has been. Whenever we send in a request, we get a response very quickly. After just a couple of training sessions, I felt comfortable using the system without much trouble. I'm also able to pull reports fast and keep access to current, up-to-date information. Once I understood how it works, it became a very useful tool for getting things done efficiently.

Cons

Coming from GL Wand which is client-based, the speed difference was noticeable at first. GL Wand feels instantaneous, whereas this one is a bit slower because it's cloud-based. That said we adjusted to it over time.

“reliable for financial close”

Pros

It has been a big help for our finance team and I've seen it make a difference when it comes to running critical reports during quarter-end and year-end especially for supporting the financial close process.

Cons

The only downside I've run into is having to update older reports as the system has been upgraded over the years. Since we've been using it for a long time some of our reports are outdated but the support team has helped us work through the issues whenever they came up.

“time-saving reporting boost”

Pros

When there's a lot of data to work through, I find this type of tool really helps cut down on errors, saves time and keeps reports more consistent overall.

Cons

There are times when performance issues get in the way which can be frustrating, although it still ends up being helpful.

“helpful support and simple setup”

Pros

Starting out with it was easy for me and whenever I've needed assistance, I've found the staff very helpful.

Cons

At this point, I don't have any drawbacks to mention.

“Great setup and helpful support”

Pros

The installation process was easy for me and I've found the support team helpful whenever needed.

Cons

A downside mentioned by users is that the software can feel slow at times.

“excel-friendly reporting updates”

Pros

It works really well for business users like me who rely on Excel and I find the real-time report updates a big plus.

Cons

One downside is the Application Configurator licensing since each key has to be assigned to a specific user. There are also times when changes don't get registered.

“Great for daily spreadsheet updates”

Pros

Using it day to day has been a really positive experience for me. It's easy to work with and I've noticed all of the data and figures are pulled into the spreadsheet in under a minute. We rely on it every day and it's something our team really enjoys using.

Cons

Getting it set up for a new user or on a new laptop can be a bit difficult. There are times when the data does not pull in correctly, or the username entry causes issues. That said once the installation is done properly, it runs without problems. And if something comes up that we cannot fix ourselves, sending in a ticket usually gets a fast response from support.

“excel-friendly and reliable tool”

Pros

Our team has worked with this software for more than 20 years and I've found the biggest advantage is how simple it is to use. The Excel integration is also very convenient and anyone familiar with Excel can pick it up quickly without much effort.

Cons

This may not really be an issue with the software itself but very large and complex spreadsheets with lots of formulas can sometimes take a while to load and finish calculating.

“Powerful data conversion results”

Pros

Turning Vista data into a well-organized Excel format works reliably for me and I find the processing time pretty decent.

Cons

To sort out installation and license transfer took a while because the different channels had limited access and weren't connected to each other.

“excel flexibility for polished reporting”

Pros

Being able to keep the core Excel functionality while pulling values back in to build financial reports is a big advantage for me. Standard out-of-the-box financials from ERPs often don't have the most polished or powerful presentation so I find this makes reporting look and work much better.

Cons

It does slow down occasionally when the report is pulling a lot of values back from multiple ledgers.

“real-time reporting powerhouse”

Pros

Connecting it straight to the ERP system is a big advantage for me because it pulls live data in real time. Creating financial reports with it is very simple and I find the drill-down from Accounts to Ledger a particularly helpful feature. The Query Designer especially for advanced IT users, is also very valuable for building ad-hoc queries, pulling operational data and turning that information into useful reports.

Cons

Uploading budgets into the system is one of the harder parts. The process is not very easy and ends up being quite time-consuming from a user's point of view.

“faster financial data sharing”

Pros

It pulls financial data quickly without requiring me to log into the ERP and I also find it makes collaboration much easier.

Cons

It's a little complex and the installation process can take some effort to get through.

“data extraction works well”

Pros

Once the system is set up, I find pulling data from it pretty easy and convenient.

Cons

Updates come around a little too frequently and they can be inconvenient at times.

“user-friendly with real-time insights”

Pros

The platform is very user-friendly for me and I see the MS Excel add-in as a big plus. Having near real-time data available also makes it much more useful for day-to-day work.

Cons

The initial setup can be a bit complicated and assigning licenses to each individual user usually needs help from the SPS support team to get everything fully configured. There are also some intermittent issues from time to time.

“report generation works wonderfully”

Pros

It's a really helpful tool for me when generating reports.

Cons

Using multiple instances of the Application Configurator can be difficult.

“time-saving and user-friendly platform”

Pros

Getting started has been very easy for me and I'm really looking forward to how much time this will save compared to entering everything manually.

Cons

It's still too early to point out any downsides since we've only just begun using the program.

“fully customizable reporting”

Pros

It lets me build reports exactly the way I want them.

Cons

Using it can be challenging and you may need to take their training courses which can end up costing a fortune.

“fast reports with smart ai”

Pros

The AI features are really impressive to me and I find the reporting quick and efficient.

Cons

It disconnects pretty frequently so I have to reconnect every now and then.

“reliable reports and live data”

Pros

Navigating the platform is easy for me and I find the real-time data pull one of the most useful parts. The distribution manager also does a great job when it comes to sending out reports efficiently.

Cons

There are times when clear cache and recalc do not function the way they should. Also, when a file contains too many GXL formulas, it can take quite a while to load.

“Great for ERP reporting”

Pros

Everything has run reliably for me and I've noticed the numbers have always stayed in line with what our ERP system shows.

Cons

Sales demo made Queries look much more easy than it actually turned out to be. After buying it, we couldn't get the WIP reporting in Queries to match our reports. On the financial reporting side, though, it has been flawless.

“reporting works really well”

Pros

Our accounting team mainly uses it to generate reports and I've seen it handle that part really well.

Cons

Installation process is a little confusing.

“accounting team really loves it!”

Pros

Working on the IT side, I mainly see this being used by our accounting department and I've noticed they've been very happy with it.

Cons

Getting everything configured and set up wasn't very simple at first. Thankfully, the support team was excellent and helped us through it which made the process much more manageable.

“excel-to-erp connection is fantastic”

Pros

Setting this up was very easy for me and using it day to day has been just as simple. I find it really helpful that regular users can connect straight from Excel to the trial balance and general ledger in our ERP without needing any help from MIS.

Cons

The only issue I run into is during recalculation of the links to the general ledger, when Excel occasionally crashes.

“powerful reporting and queries”

Pros

Using it feels very easy to me especially when it comes to building reports and running ad-hoc queries. I find the overall usability one of its strongest points.

Cons

Because it works as an Excel add-on, it can sometimes slow Excel down.

“fast setup and helpful support”

Pros

Starting out with it was easy for me and I found the support team incredibly efficient in helping us get up and running on the newest version.

Cons

At times, pulling data can be slow and there are some performance-related issues.

“excellent financial reporting”

Pros

This has been an excellent tool for financial reporting in my experience.

Cons

The initial setup was difficult but once everything was configured, it worked excellently.

“better financial reporting”

Pros

Reporting has become much more efficient for us across every area of our financial software and I've seen it make a noticeable difference in how we work.

Cons

Honestly I can't point to anything that feels like a downside with this software.

“Good product”

Pros

Our finance team has relied on this tool for financial reporting for years and I've seen it continue to serve that purpose well.

Cons

At this point, there's nothing we really need changed since it's working well as is.

“custom reports are a big plus”

Pros

Being able to run custom reports for our project managers has been a really valuable feature for me.

Cons

There's a bit of a steep learning curve so some extra training may be needed.

“reliable real-time financial tracking”

Pros

After the spreadsheets are set up, I find this tool delivers real-time data in exactly the formats we need. We use Deltek VantagePoint and I've seen this take our graphing and financial performance tracking to another level.

Cons

Setting everything up on a new computer can take a while. Adding features like budgets also requires some time and effort.

“clean reports and helpful support”

Pros

Whenever I need help, I've found their customer service very reliable and I really appreciate being able to pull data into reports that look clean and are simple to read.

Cons

At times, the system feels a little slow and it can also come across as somewhat bulky.

“powerful tool”

Pros

Putting reports together is fast for me and sharing them is simple but where this really shines is forensic accounting for my property management business. I can pull in the data I need and then drill deeper into the details without wasting time. Switching between periods or YTD reporting on the fly is incredibly useful and since it works within Excel, I can quickly create pivots, tables and charts from the imported information. We manage multiple companies that run on different ERP systems so I find the ability to bring data together from several sources extremely valuable. It saves me a huge amount of time compared with having to dig through each ERP separately.

Cons

I'm planning to create more custom queries, though I do wish there were some kind of library of commonly used ones I could browse first. It would probably need to be user-generated but it would be helpful if Insight hosted a forum or shared a collection of frequently requested custom queries.

“excel reporting that delivers!!”

Pros

Establishing a direct data connection from our ERP into Excel has been really valuable for me. Like other Excel add-ins, it gave us the flexibility to build and customize reports in ways the ERP itself couldn't support. It's been efficient and works well for what we need.

Cons

During the close process, data refreshes can take a while.

“Simple excel reporting add-in”

Pros

Working with this feels very natural to me. Since it functions as an Excel add-in, I find anyone familiar with Excel can pick it up quickly. It's easy to use, adapts well to different report formats and has been flexible enough that I've rolled it out at several companies that were stuck with reporting tools that were either too limited or far too complicated.

Cons

One thing to watch is the number of formula-heavy tabs in a workbook because too many can slow everything down and even cause the system to freeze. When the workbook stays reasonably simple, though, refresh times are very fast.

“powerful analytics and spreadsheet integration”

Pros

One of the biggest advantages of this product is how flexible it is. It cuts down the time needed for data mining and makes data analysis much more efficient. Our team uses it heavily for financial reporting, budgeting and a range of other analytical use cases. The way it connects with spreadsheets and can adjust dynamically for specific date ranges is especially valuable for more advanced and complex analysis.

Cons

There are still some noticeable performance problems when working with large reports, mainly because processing can be slow. Updates to the software have improved things over time but it still struggles with very high volumes of transaction data. Another frustration is that the add-on sometimes disables itself or disappears from Excel which ends up taking internal resources to troubleshoot and fix.

“Capable reporting made simple :)”

Pros

The advanced features are excellent and I find the tool simple to use for financial reporting even for team members who aren't technical.

Cons

It has worked flawlessly and I haven't run into any issues at all.

“helpful support”

Pros

Any time something comes up, I can contact support and I've found they're consistently quick to help and resolve it. The product overall also gives me a fast, easy way to pull information from other ERPs which makes FP&A much simpler to handle.

Cons

I don't have any major complaints but hosting it on cloud platforms can be a bit challenging. It takes some extra effort to get there, although it's still possible to do.

“fast reporting and accurate finance data”

Pros

Pulling financial information from the software is quick and accurate for me. I also find it simple to use when creating accounting and financial reports.

Cons

With Oracle Cloud, there's no direct connection to the database so replication to another database is required. Because of that, the data in our case isn't always available in real time.

“flexible reporting in excel”

Pros

I find having real-time access to data in a flexible, user-friendly way a big plus. Once the templates are set up, refreshing the data is easy for me and it gives updated reports in Excel which is a format most people already know well.

Cons

When working with larger datasets, the reports can take a while to refresh. On the licensing side, it would be an improvement if a concurrent-user model were offered.

“handy tool with quick results”

Pros

Using this is very easy for me and it's been a really useful tool overall. Once the template is created, I really just need the refresh button to keep things moving.

Cons

It's very user-friendly and delivers results quickly.

“Amazing support for reporting”

Pros

Our finance team mainly uses it for generating reports and I found the support very helpful whenever I needed assistance.

Cons

At times, the software can be a bit sluggish when displaying the results.

“fast and accurate data collection”

Pros

It pulls data from the software quickly and with great accuracy for me which makes the whole process much more efficient.

Cons

Building custom queries on your own can get pretty complicated and takes some effort to figure out.

“faster excel formula calculations”

Pros

I've noticed it helps cut down the time needed to calculate formulas in Excel.

Cons

Updating the software has caused some problems especially when a previous version was already installed.

“accounting team favorite!”

Pros

Our accounting team had no trouble using it at all and I find it feels very easy for them.

Cons

There really isn't anything to point out from the administrator side since it's only being used by end users.

“innovative and insightful daily pick”

Pros

I would describe it as incredible, innovative and really insightful and I use it every single day.

Cons

Only downside is that I can't use it while I'm sleeping. Maybe version 25 will finally fix that.

“powerful budgeting and reporting”

Pros

Instead of spending my time digging through data, I can focus much more on actually analyzing it. I rely on it for financial reporting, budgeting and just about any situation I need to evaluate. If I can think of a scenario I want to review, I'm usually able to build it into my spreadsheet and have the data refresh automatically based on the period I choose to analyze.

Cons

The real issue I run into is that it occasionally drops the connection to my data and I need to reach out to support to get it rebooted. It's not too disruptive during the week but the downside is that support isn't available to help on weekends.

“helpful reporting for finance”

Pros

It's very user-friendly for me especially when creating reports for the Accounting and Finance department.

Cons

There are occasional performance slowdowns when running reports.