Get Started with Spreadsheet Server

Thank you for choosing Spreadsheet Server! We’re here to help get you up and running quickly. Ready to start saving time and get better insights into your data? Let’s get started.

1) Gather Information

Make sure you have your connection details ready. We sent you a list of information that you need from your IT Department. If you haven’t already gathered this information, here’s a handy email template you can send them.

2) Install

Next, download the software.

Download Spreadsheet Server

Then use this guide to run through the installation:

Spreadsheet Server installation guide

If you purchased a profile for Spreadsheet Server and haven’t yet received it, we will be in contact shortly with some questions about your setup.

3) Time to Build Some Reports

We’ve built a streamlined process for getting new users from zero to Spreadsheet Server hero over a series of introductory emails. If you already shared the contact details for you and your team, you will start receiving these emails shortly. If you haven’t, use this template to register your team and share it with your Account Executive.

Ready to dive in?

Our Product Managers are always interested to hear about your experience and share the exciting things we’re working on. Click here to schedule a quick 15-minute call.

4) We're Here to Help

If you purchased training for Spreadsheet Server or would like to hear more about how we can help get you up and running, schedule time with our Technical Support team.

You should have received an invitation to our customer community. Our customer community is the best place to:

  • Access new versions of the software (typically each quarter)
  • Access Spreadsheet Server help articles
  • Submit a support case
  • Log enhancement ideas

If you’re having challenges logging into the community, let us know by sending a mail to globalsupport@insightsoftware.com.