Spreadsheet Server

Experience Microsoft® Excel®

Performant, Self-Service, Excel-Based Reporting for Epicor Systems

Experience Microsoft® Excel®-based reporting designed for Finance and all business areas with a fast, flexible, and intuitive solution purpose-built to meet your team’s needs.

Spreadsheet Server is a self-service reporting tool that empowers your business users with the ability to build, run, and share financial and operational reports from inside Excel.

Quick and Easy Excel Reporting
Access current data from your ERP without the need for complex training, SQL coding, or SSRS experience. With up-to-date data, you won’t have to worry about report inaccuracies in a static spreadsheet, and you’ll be able to easily refresh your reports for each new period. Flexible drilldowns help you accelerate your month-end close and give you more time for analysis and strategic decision making.

Operational Reporting for All Business Areas

Spreadsheet Server’s QueryDesigner tool features drag-and-drop functionality that allows business users to build precisely the queries they need, against any ERP module, when they need them. By pairing QueryDesigner with the ability to combine all your organization’s data in a single report, there’s nothing to stop you from tackling all your financial and operational reporting needs.
Spreadsheet Server

Capabilities

  • Direct ERP connection
  • Excel-based
  • Short learning curve for business users to create reports
  • Report template library
  • Report building wizard
  • Drag-and-drop report creation
  • Out-of-the-box query aggregation (e.g. year-to- date)
  • Pre-configured General Ledger (GL) reporting
  • Advanced financial smarts that understand account segments
  • Build and share templates for financial reports
  • Drill down to balances
  • Drill down to view journal/subledger details or document images (e.g. invoices)
  • Drill across ERP modules outside GL
  • Report across any ERP module
  • Create custom queries (no external tool required)
  • Combine and report on data from multiple sources
  • Create and manage report distribution lists
  • Report scheduler Email distribution of reports
  • Report bursting based on user profile
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User Types

Viewer User

  • View Excel reports
  • Refresh reports/modify parameters

Power User

  • All functionality of Viewer user
  • Create reports and templates
  • Build reports from existing queries
  • Control data access

Designer User

  • All functionality of Power user + Query Designer

Report Distribution

When it comes to keeping your wider organization abreast of critical KPIs, the ability to automatically schedule and distribute reports is essential. With Spreadsheet Server, report distribution is included for report designers within the core product and available as an add on for other user types. Report distribution options include:
  • PDF
  • HTML
  • MHTML
  • EPS
  • CSV
  • Excel

Why Choose Spreadsheet Server Software

  • Consolidate company data from a variety of sources, both on- premise and in the Cloud
  • Powerful drilldowns without programming
  • Leverage all Excel functionality
  • Significantly reduces the amount of time spent creating routine and ad hoc reports
  • Mass create and distribute reports in multiple file formats via email or post to shared drive