Connect-ability from Excel to multiple data sources across a variety of ERP platforms

spreadsheet server

SPREADSHEET SERVER forCOMBINE THE FAMILIARITY OF MICROSOFT® EXCEL WITH THE POWER OF YOUR ERP DATA

Spreadsheet Server works as an intuitive Microsoft® add-in providing live reporting and analysis from your ERP into Excel.

BENEFITS:• Eliminate requirement for IT or super-users to create/change financial reports • Use the narrative reporting feature of SpreadsheetServer to automatically generate your pre-formatted Excel reports in Word, PDF, or HTML format • Reduce data calculation times byincorporating big data with SMARTcache™ (IMDB) • No staging area or data warehouse required • Deploy in minutes

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ACCESS LIVE ERP DATA

REPORTGENERATION

No more downloading or re-keying/exporting of ERP balance or transaction level data

Ability to create any custom queries within your GL or any other relational database

Spreadsheet Server has the ability to dynamically access any module in your ERP: Financials, CRM, PO, Inventory, Sales, AP, AR, and many more...

The cloud-based QueryExchange™ allows the ERP user community to share pre-configured queries

Enhanced data analysis leveraging new Excel featuresIn Excel 2013

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global software spreadsheet server

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Drill-down to sub-ledger detail in any Microsoft Dynamics module

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spreadsheet server

Spreadsheet Server users have full access to Global’s cloudbased QueryExchange™, a query repository shared by usersaround the globe. With intuitive search capabilities, users can immediately see, download and use queries built by their fellow users directly in Microsoft® Excel.

SHARING IS CARING

COMBINATION STATIONUse wild cards, ranges, segment lists, or groups and sets to retrieve any combination of accounts into a single spreadsheet row. Segment Lists are user-defined combinations of segments that are set at the local level or can be shared among multiple users.

LOCK IT DOWNSpreadsheet Server uses user-defined security as outlined in your application.

SIGNED. SEALED. DELIVERED. Automate the distribution process of your reports by using Distribution Manager utility within Spreadsheet Server. Print or email your reports, all with the click of a button.

DRILL, DRILL, DRILL

BALANCE SHEETSINCOME STATEMENTSSALES REPORTINGBUDGET FORECASTINGCUSTOMER OPEN ORDEREQUAL EMPLOYMENT OPPORTUNITY REPORTINGPROJECT MANAGEMENT REPORTINGPURCHASE ORDER TRACKINGBUSINESS KPI ROLE-SPECIFIC DASHBOARDS... AND MORE

Business Partner of Global Software: Applied Business Services, Inc. ° 1-800-451-7447 ° osasonline.com ° sales@clientaccess.com

Trademark Acknowledgements: Microsoft and Excel are registered trademarks of Microsoft Corporation in the United States and/or other countries. Global Software, Inc. is not associated or a�liated in any manner with the respective owners of the foregoing trademarks, trade names or service marks unless expressly stated otherwise. The respective owners of the foregoing trademarks, trade names or service marks have not endorsed, certified or approved any of Global Software, Inc.’s products for use in connection with their respective products.

Dynamic drill down capabilities allow for review of detailed account balances and journalentry information. Combine your reporting with accountanalysis to achieve more e�cient analysis of your key data.

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Retrieve dynamic period, year-to-date, life-to-date and quarter balances using simple Excel formulas. Formula wizard is available to assist users in creating new formula expressions. Segment descriptions can also be retrieved for single accounts.

DYNAMITE BALANCES

Spreadsheet Server complimentsother BI tools you may be using.

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