insightsoftware Solutions
for Viewpoint

Construct Your Viewpoint Reporting in Excel

If you dread financial and operational reporting, you’re not alone. Manually exporting data from your ERP into
Excel is inefficient and time-consuming, not to mention prone to errors. Chances are your ERP doesn’t talk to
your other databases, which makes it hard to coordinate reporting across multiple systems. So you’re
relegated to manually stitching data dumps together in Excel. This is time-consuming and frustrating, and
means critical reporting tasks are then fraught with issues such as:

  • Lengthy financial close processes
  • No single source of truth for reporting
  • Lack of data integrity
  • Time-consuming, manual data exports and manipulation
  • Long-winded processes to integrate ERP data with other data sources
  • Heavy reliance on IT to produce the results you need

Add the power of customized reporting, planning, and analytics to Viewpoint

Spreadsheet Server puts an end to tedious, error-prone, and manual reporting processes while still letting you work in the environment you’re most comfortable: Microsoft Excel. Connect to Viewpoint with real-time data to ensure your entire organization has a clear and accurate view of exactly what is going on in finance and operations.

No more data dumps
Live access to all of your ERP data within Microsoft Excel.
Simple installation
No server, staging area, or data warehouse required.
Answer all your questions
Full drill-down capability from summary to transaction inside Excel so you can identify and resolve issues.
Bring all your data into focus
Create custom queries from any relational database within Excel.
Eliminate IT dependency
Designed for everyday Excel users; you won’t need IT or super users to create or update.
Support all your reporting needs
Build a range of reports from simple ad hoc workbooks to complex dashboard views of critical business data.

Mark Hejmanek
CFO
The CPI Group, Inc.

Spreadsheet Server has been extremely easy to use, very flexible, and I’ve quickly been able to transition my Vista for Viewpoint FM Module financial statements to Spreadsheet Server with a minimal hassle.”

Want immediate answers to your Viewpoint data questions from inside Excel?

Schedule a free demo