TrustRadius Insights for Spreadsheet Server are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.
Pros
Intuitive and User-Friendly Interface: Users have consistently praised Spreadsheet Server for its intuitive and user-friendly interface. Many reviewers have found the software's interface to be easy to navigate, allowing them to quickly learn and utilize its features efficiently. The intuitive design of Spreadsheet Server ensures a smooth onboarding experience for users.
Customizable Financial Statements: A significant number of users appreciate the ability to create custom financial statements in Spreadsheet Server. This feature allows users to tailor their reports according to their specific needs, aligning with their company's reporting standards. By providing flexibility in generating financial reports, Spreadsheet Server enables users to extract valuable insights for financial analysis.
Real-Time Data Integration: The integration of Spreadsheet Server with Vista by Viewpoint is highly valued by users. This integration enhances the functionality and compatibility of the software, ensuring seamless data exchange between the two platforms. Users benefit from real-time data directly from the Viewpoint database, enabling them to access up-to-date financial information for informed decision-making.
Currently, only our Accounting Separtment is using Spreadsheet Server. We have been using it for about a year. We started changing over after our current solution announced it would be at end of life at the end of this year. Spreadsheet Server offered us two free licenses through their partnership with Viewpoint, so it was a no brainer to try. I was surprised at how easy it was to setup the reports. If you like working in Excel, then you will love this software.
Pros
I love that you can create the reports in Excel so that these static fields automatically update when you open. This allows you to update other reports and graphs from this data.
They have great support, and response time has always been great.
Super easy to start off. You can have setup and reports created on your first day. They give you templates to start off with.
Cons
The only issue that we came across, is that not all of our companies have the same financial structure as each other. So the GLs we use for one report, would not necessarily work for all the other companies. We did not want to create separate reports for each company either. We did find a workaround in that we created a lookup tab with GLs to use for each category for each company, then used v-lookup to pull those GLs over. This workaround worked great, but it would have been nice to have something built in to cover this.
Likelihood to Recommend
Spreadsheet Server is a set it and forget it type of thing. However, if you are wanting to change up the data you get on a regular basis, this may not be the product for you.
VU
Verified User
Manager in Finance and Accounting (Construction company, 51-200 employees)
We are currently using Spreadsheet Server as a reporting tool. We were able to create custom financial statements in Spreadsheet Server to fit our needs. Spreadsheet Server is easy to use and manipulate. Because we are limited on the number of licenses, only a few users in the company are currently using Spreadsheet Server.
Pros
It's easy to use and learn how to create new spreadsheets.
Spreadsheet Server makes it easy to create custom financial statements for your company. It is a great tool to use with Vista by Viewpoint.
We can create custom graphs and KPI's in Spreadsheet Server.
Cons
There is room for error in financial reporting if the accounts are updated on a regular basis.
It can be complicated to determine what changes were made if the user does not update the GL accounts.
Likelihood to Recommend
Spreadsheet Server eliminates the need for custom reports from an outside provider in Vista that can be manipulated and customized to your company. It is easy to use and customize for a user who is familiar with Excel. There is no need to dump data out of your ERP system in order to create reports.
We use it for financial statements and statements of cash flow. It allows us direct access to our Viewpoint database and modify reports on the fly.
Pros
Realtime data directly from our Viewpoint database
Ability to modify financial statements
Automate reports
Cons
A better user interface
Easier way of joining tables
More templates
Likelihood to Recommend
The Balance Sheets, Income Statements, Cash Flow and Trial Balance worksheets are all well suited and pull nicely from the Viewpoint Database. We have been able to pull data from multiple tables easier as well. Spread sheet server is appropriate in Job Cost. Not much there in the way of job cost reporting.
