Automated Reporting Solution Enables CFO to Save 300+ Hours over Previous Processes

Equity Industrial Partners Corp Blog Dont D365 Finance And Ops


The business challenges that led the profiled company to evaluate and ultimately select insightsoftware:

  • Struggled with the following reporting tasks before implementing Spreadsheet Server:
    • Accessing applicable data
    • Rekeying data from the ERP system into spreadsheets
    • Manual, multi-step reporting processes
    • Difficulty creating specific property management reports in a timely manner
  • Organization required 25% of their IT support and/or ERP resources

Use Case

The key features and functionalities of insightsoftware that the surveyed company uses:

  • In addition to Financials/GL, the organization uses Spreadsheet Server for reporting:
    • Commercial management data
    • Tenant analysis data
    • Property management data
    • Construction management data
  • Uses Spreadsheet Server to help automate the following reports:
    • Rent roll reports
    • Lease expiration/renewal reports
    • Job cost analysis reports
  • Uses Yardi for their ERP


The surveyed company achieved the following results with insightsoftware:

  • Saved >300 reporting hours per year after implementing Spreadsheet Server
  • Automated 10-50 reports with SpreadSheet Server

"Overcoming a very cumbersome report writer embedded within the ERP system has allowed us to write meaningful reports."

Gregory King
Chief Financial Officer