Create Live Reports from Your ERP Data inside Excel

Uncover what's truly going on in your organization with real-time, drillable reporting that connects 130+ ERPs right in Excel

Create Live Reports from Your ERP Data inside Excel

Uncover what’s truly going on in your organization with real-time, drillable reporting that connects 130+ ERPs right in Excel

Tired of manually dumping data into Excel to create reports?

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

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100% of surveyed education customers were able to automate at least 10 reports with Spreadsheet Server

84% surveyed organizations saved 50 – 100 hours or more in one year with Spreadsheet Server

74% surveyed organizations have been able to significantly streamline data extraction from their ERP and/or other relational databases with Spreadsheet Server

An Excel reporting process you’ll actually like

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 more than 130 ERPs and work 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.

Need more detail? Drill down in any Spreadsheet Server report to see the data behind the numbers and get instant answers to critical business questions. Spreadsheet Server’s ERP smarts enable you to easily and instantly create any report you need, from financial statements—including balance sheets and profit & loss—to operational reports such as manufacturing cycle times and inventory turns.

Spreadsheet Server reports can also be scheduled to send company-wide or according to department via Distribution Manager. Change formulas to values, send as a PDF, or automatically apply filters upon sending to ensure recipients only see what they need to.

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.

Technical Requirements

Minimum Software Recommended
Minimum: Windows 7 (32-bit) Recommended: Windows 10 (32-bit or 64-bit)
Excel 2010 (32-bit) Excel 2016 (32-bit or 64-bit)
Microsoft .NET Framework 4.5.1 Microsoft .NET Framework 4.5.1
Microsoft Visual Studio 2010 Tools for Office  
Microsoft Access Database Engine 2010  

ERP or Software-Specific Requirements

ERP/Software Minimum Software Recommended Software
Oracle EBS Oracle EBS R11 Oracle EBS R12
JD Edwards ERP JDE World JDE EnterpriseOne 9
SAP Classic Ledgers (FI, CO, COOR, PCA) SAP R3 Netweaver 7.0/ECC6 SAP R3 Netweaver 7.0/ECC6
iSeries IBM iSeries Access for Windows V7R1 IBM iSeries Access for Windows V7R1 or higher
MRI Cloud or MRI Off-Premise Environments

VPN Connection to the Database Nightly Backup of Data

Global SmartCache WRT (with Redis Technology)

  • Windows 7, Windows 8, Windows Server 2003, Windows Server 2008, Windows Server 2012
  • 4 Processor Cores (physical and/or logical)
  • 4 GB free disk space
  • 4 GB installed memory on 32-bit systems
  • 6 GB installed memory on 64-bit systems
  • If Redis is running on the same server, 2 GB of free memory on 32-bit systems and 4 GB of free memory on 64-bit systems

For all ERPs based in cloud or off-premise environments, a VPN connection/tunnel to the database or a nightly, directly accessible backup of data is required to use Spreadsheet Server.

Sloan Clinton
Assistant Controller
Mountaire Corporation

With Spreadsheet Server, the information comes out much faster than [running reports in] Oracle. We have reduced [our reporting] to 4 spreadsheets that are all independent of each other because they each pull information directly from Oracle. Our month-end close is much more efficient, which means we get to leave earlier on close night.”

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