Spreadsheet Server

Regional Training

Led by an insightsoftware certified instructor, each regional training session introduces or reviews key concepts for Spreadsheet Server reporting. Virtual training is perfect for both new hires looking to be brought up to speed, and seasoned professionals who want to expand their knowledge of Spreadsheet Server’s functionality.

These live sessions provide an opportunity to learn Spreadsheet Server in a traditional classroom environment. By the end of each course, participants will have received a comprehensive walkthrough of the tool and will have completed several hands-on exercises for practice, preparing them to begin or continue leveraging Spreadsheet Server for any organizational needs.

General Ledger (GL) Training

In this two-day course, you will join us in our Raleigh or Denver offices to cover the basics of using Spreadsheet Server with your General Ledger. Computers are provided; we will use generic data to master the basics of Spreadsheet Server.

Query Designer (QD) Training

In this two-day course, you will join us in our Raleigh or Denver offices to cover the basics of using Query Designer to create custom queries for use with Spreadsheet Server. Computers are provided. We will use generic data to learn the basics.

Upcoming Sessions:

GL Level One Training: Spreadsheet Server 101

  • April 2 – 3  |  Denver
  • April 2 – 3  |  Raleigh

Frequently Asked Questions

Who should attend the Regional GL Training?
Anyone with a Gold or higher Spreadsheet Server license who needs training on Spreadsheet Server GL Basics, or anyone with the Silver/Limited license who is looking to upgrade soon and receive training on additional features added by the Gold/Platinum license.

What license types are covered in Regional GL Training?
The Regional GL training covers the functionality of Gold Spreadsheet Server licenses.

What do I need to bring to Regional Training?
Nothing! Workstations and lunch will both be provided.

Upcoming Sessions:

Spreadsheet Server Query Designer 101

  • April 4 – 5  |  Denver
  • March 4 – 5  |  Raleigh

Frequently Asked Questions

Who should attend the Regional QD Training?
Anyone with a Platinum Spreadsheet Server license who needs training on Spreadsheet Server Query Designer Basics, or anyone with the Silver/Gold license who is looking to upgrade soon and receive training on additional features added by the Platinum license.

What license types are covered in Regional QD Training?
The Regional Query Designer training covers Platinum license functionality.

What do I need to bring to Regional Training?
Nothing! Workstations and lunch will both be provided.

Ready to join an upcoming Regional Training?

Visit our training portal to register now.

Once you select the link above please follow these instructions:

  1. Find the menu panel on the left of the web page and select List of Sessions
  2. Search for Upcoming Sessions
  3. Select the class you would like to register to attend and fill in the information

CPE Units

insightsoftware has two great ways to earn CPE units; attend insightsoftware’s User Forums or attend one of the many education classes available at either insightsoftware’s corporate office in Raleigh, North Carolina, or schedule a session to be held at your location. insightsoftware offers basic, intermediate, and advanced levels of educational programs. No prerequisites or advanced preparation is required; however, prior working knowledge and/or knowledge of the program topic is strongly recommended. Participants will receive 7 CPE credit points per day of training.
insightsoftware is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State Boards of accountancy have final authority on the acceptance of individual courses for CPE credit.

Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. www.nasba.org. For more information regarding administrative policies such as compliant and refund, please contact our offices at: 1.800.849.7500.

To register for a specific course or for complete class CPE credit information, please contact Jackie Hood at jackie.hood@insightsoftware.com or call us at: 1.800.326.3444.

insightsoftware is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.

Learn more

to find out more about our education programs contact us

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