How Spreadsheet Server Lets You Master Your Infor FSM Financial Reporting in Excel

Finance professionals are evaluating advanced capabilities that come with cloud-based financial reporting solutions and AI assistance. One strong option is Infor Financials and Supply Management (FSM), the cloud-based replacement for Infor Lawson. Infor FSM uses a unique granular approach with its Global Ledger, providing finance professionals with an unprecedented level of flexibility and visibility.

According to RPI Consultants’ 2026 State of the Infor Community Survey, Infor users who have migrated to Infor FSM cite the following benefits:

Improved updates

• Enhanced system access

• Reduced number of manual tasks

• Better support

The basic structure of Infor FSM is understandably complex, as it enables businesses to collect enormous quantities of data while offering configurable core components.

With so much data at their fingertips, many finance users are finding that they want to explore ways of reporting on and analyzing their organization’s data that go beyond what standard reports offer.

Even though 81% of Infor users rely on more than one reporting tool to meet their business needs — it's a clear sign that purpose-built reporting is essential, not optional.

These results reflect a growing recognition among Infor users that while cloud adoption brings significant operational improvements, there’s still room to evolve reporting capabilities.

In a recent RPI podcast, Richard Leigh Stout, Partner at RPI Consultants, said, “I think our customers are getting more savvy. They’re looking at what general enterprise reporting tools they can use to weave Infor data into their enterprise, potentially to replicate it in a data warehouse or a different cloud-based reporting tool, allowing it to be useful on other platforms.”

To meet these evolving reporting needs, many organizations are extending Infor FSM’s capabilities with third-party tools, like Spreadsheet Server from insightsoftware.

Creating Customized Reports

For customized report creation, finance professionals often start with the accountant’s favorite tool, Excel. Manual data exports from your ERP to Excel, however, require a lot of time and introduce unnecessary risk.

You can overcome this challenge by extending the reporting capabilities available to Infor FSM clients directly in Excel, using Spreadsheet Server from insightsoftware.

Many finance processes rely on extensive help from IT or expensive external consultants. With Spreadsheet Server’s Excel-based reporting solution, your finance team can create their own reports, without IT or consultant involvement, and take advantage of the full power of Infor FSM.

Speaking to finance professionals in a recent webinar, Mike Wiley, Senior Product Manager for insightsoftware, noted that Spreadsheet Server can help you enhance Excel to save time and reduce errors. “Data really is your power,” he said. “It’s a way for you to answer questions and make better decisions based on that data.”

You can easily build custom reports to suit your needs using our up-to-date connector to your Infor FSM data, simple formula-based functionalities, and your existing Excel expertise. No more manual data dumps or one-off IT requests.

From Requisition to Grant reporting, Spreadsheet Server gives you the flexibility to report against any FSM module in a familiar interface you love.

• Eliminate IT delays by empowering your finance teams with pre-built Excel formulas to create their own flexible, custom reports in minutes.

• Simplify complex reporting tasks. Create accurate, up-to-date reports for previous periods without relying on warehoused data or stale data dumps. Easily produce period-on-period analysis reports (e.g., a month-by-month balance sheet) and refresh them in seconds.

• See the bigger picture with the ability to combine data from multiple sources into a single report. Join across any number of Infor FSM business classes to view all the data your business needs in one place.

How To Automate Your Infor Reporting

With Spreadsheet Server, there’s no need to worry about inaccurate or stale data in Excel. Data from your ERP automatically updates in Excel, so you are never working with old numbers. Simply refresh or update to a new period to pull in new Infor FSM data.

Take your reporting to the next level with instant Excel access to your latest data and complete your month-end close days sooner. Shrink reporting cycles by cutting the need for time-consuming manual data exports to Excel pivot tables. Create charts, graphs, maps, and other visuals that combine data from multiple applications in just a few clicks.

Enjoy fast response times by refreshing reports and getting answers to ad hoc inquiries in seconds. Be confident that your decisions are based on consistent, reliable, and accurate information.

Speed-up Analysis With Deep, Transactional Drill Downs

With Spreadsheet Server, Infor FSM users regain the drilldown flexibility they grew accustomed to with Lawson. By putting finance teams in control with reporting and analytics software built specifically for the Global Ledger of Infor FSM, your team will spend less time on reporting and more time on value-added analysis.

• Powerful drilldowns without programming. Drill from summary to balances, transactions, and sub-ledgers to investigate variances and fix account reconciliation issues, fast.

• Handle information requests covering Finance, Projects, and other modules, and drill across modules to support advanced analysis. Enjoy total visibility and access to all your data for operational reporting and analysis.

You can take your analysis even further with AI features built into Spreadsheet Server. AI Data Assist can automatically identify trends and anomalies in your data with just a few clicks. You can get actionable insights in seconds, without manual calculations. With this instant analysis, you can make informed decisions quickly based on accurate, real-time data.

Although AI use is growing, the RPI survey found that many Infor users are not yet up to speed. In fact, only 20% said they were using AI as part of their jobs. However, they do expect AI to change their ERP usage in the following ways in the future:

• Reducing manual tasks

• Automating complex workflows

• Providing better data insights

• Streamlining decision-making

See Value Within a Single Reporting Cycle

Spreadsheet Server automates time-consuming reporting processes, allowing your finance team to devote their time to higher value tasks like analysis. Being based in Excel—finance’s tool of choice—it ensures fast time to value and high levels of user adoption. Spreadsheet Server empowers your finance team to build the reports they need in minutes with the Excel skills they already have.

Are you ready for an easier, faster reporting process? With Spreadsheet Server’s Infor FSM connector, you can have exactly that: shorter reporting cycles, more reliable data, and the ease of use that comes from working directly in Excel. For more information on how Spreadsheet Server will improve your Infor FSM reporting processes, schedule a demo today.