How Spreadsheet Server Lets You Master Your Infor FSM Financial Reporting in Excel
The unique granular approach that Infor Financials and Supply Management (FSM) — the cloud-based replacement for Infor Lawson — uses for its Global Ledger provides finance professionals with an unprecedented level of flexibility. The basic structure of Infor FSM is understandably complex, though, as it is a system that enables businesses to collect enormous quantities of detail while offering configurable core components.
With so much data at their fingertips, many finance users are finding that they want to explore ways of reporting on and analyzing their organization’s data that go beyond what standard reports offer. Most finance professionals have no doubt found themselves in this position many times throughout their careers, and likely turned to the accountant’s favorite tool — Excel.
Manual data exports from your ERP to Excel, however, require a lot of time and introduce unnecessary risk. insightsoftware overcomes this challenge by extending the reporting capabilities available to Infor FSM clients directly in Excel, without involving IT or using manual data dumps. You can easily build whatever report you require using our up-to-date connector to your Infor FSM data, simple formula-based functionalities, and your existing Excel expertise.
Put Finance in Control of Their Infor FSM Reporting
Many finance processes rely on extensive help from IT or expensive external consultants. With Spreadsheet Server, insightsoftware’s Excel-based reporting solution, your finance team is empowered to create their own reports, without IT or consultant involvement, and to take advantage of the full power of Infor FSM. From Requisition to Grant reporting, Spreadsheet Server gives you the flexibility to report against any FSM module in a familiar interface you love.
- Eliminate IT delays by empowering your finance teams with pre-built Excel formulas to create their own flexible, custom reports in minutes.
- Simplify complex reporting tasks. Create accurate, up-to-date reports for previous periods without relying on warehoused data or stale data dumps. Easily produce period-on-period analysis reports (e.g., a month-by-month balance sheet) and refresh them in seconds.
- See the bigger picture with the ability to combine data from multiple sources into a single report. Join across any number of Infor FSM business classes to view all the data your business needs in one place.
How to Automate your Infor Reporting
Download NowSignificantly Accelerate Processes with Up-to-Date Data in Excel
With Spreadsheet Server there’s no need to worry about inaccurate or stale data in Excel; data from your ERP automatically updates in Excel so you are never working with old numbers. Simply refresh or update to a new period to pull in new Infor FSM data.
Take your reporting to the next level with instant Excel access to your latest data and complete your month end close days sooner. Shrink reporting cycles by cutting the need for time-consuming manual data exports to Excel pivot tables. Create charts, graphs, maps, and other visuals that combine data from multiple applications in just a few clicks.
Enjoy fast response times by refreshing reports and getting answers to ad hoc inquiries in seconds. Be confident that your decisions are based on consistent, reliable, and accurate information.
Speed-up Analysis with Deep, Transactional Drill Downs
With Spreadsheet Server from insightsoftware, Infor FSM users regain the drilldown flexibility they grew accustomed to with Lawson. By putting finance teams in control with reporting and analytics software that is built specifically for the Global Ledger of Infor FSM, your team will spend less time on reporting and more time on value-added analysis.
- Powerful drilldowns without programming. Drill from summary to balances, transactions, and sub-ledgers to investigate variances and fix account reconciliation issues, fast.
- Handle information requests covering Finance, Projects, and other modules and drill across modules to support advanced analysis. Enjoy total visibility and access to all your data for operational reporting and analysis.
See Value Within a Single Reporting Cycle
Spreadsheet Server automates time-consuming reporting processes, allowing your finance team to devote their time to higher value tasks like analysis. Being based in Excel — finance’s tool of choice — ensures fast time to value and high levels of user adoption.
Deliver value out of the box with an easy, lightweight installation that takes less than a day, with no server required, and no need for a lengthy BI project or heavy IT involvement. Spreadsheet Server empowers your finance team to build the reports they need in minutes with the Excel skills they already have.
Are you ready for an easier, faster reporting process? With Spreadsheet Server’s Infor FSM connector, you can have exactly that: shorter reporting cycles, more reliable data, and the ease of use that comes from working directly in Excel. For more information on how Spreadsheet Server will improve your Infor FSM reporting processes, schedule a demo today.
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