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Enhance Flexibility and Accuracy with Real-Time Data Access and Automated Education Reporting

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Difficulty Accessing the Right Data to Facilitate a Quick Response

Your finance team works to manage costs, identify new sources of revenue, and assist with strategic decisions. This means frequent requests from other departments for custom reporting and analysis, but the outdated finance tools they’re working with are slow and impede your team’s ability to respond to these requests. With complex reporting needs, too often you’re left with no choice but to submit requests to IT and face a lengthy delay while they build or update your reports.

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Existing Tools Are Not Optimized for Educational Reporting

Comprehensive reporting that reflects your entire institution means that combining multiple data sources into a single report is a must, but native ERP reporting tools lack the flexibility needed to accomplish this in an efficient manner. Without real-time access to funding and expenditure data across multiple sources, you resort to an inefficient, manual, multi-step process that often involves re-keying data from your ERP.

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You Lack an Easy, Automated Way to Create and Share Your Data

Timely, data-driven decisions are essential in education, but not everyone can look at a spreadsheet of numbers and intuitively understand the issues facing your organization. Without the proper tools to gather, visualize, and distribute your institution’s data, important organizational decisions suffer from a lack of awareness and can be adversely impacted by subjectivity and internal politics.

Fast, Accurate Education Reporting Software for Finance Teams

Shrink Education Reporting Cycles and Simplify Day-to-Day Tracking

Whether you are using Ellucian Banner, Oracle EBS, PeopleSoft, SAP, JD Edwards, or any other ERP system, you can eliminate inefficiencies in reporting cycles by automating access to data. This eliminates manual data pulls or reliance on IT, so you can quickly respond to increasing departmental requests for data insights while still having time to manage day-to-day responsibilities with ease.

Education Feature 1

Create Real-Time, Drillable Financial Reports in Excel

Streamline report creation with a solution that pulls directly from multiple data sources. With ERPsmarts that understand your data and a direct, real-time connection to your ERP, you can drill into revenues, expenses, assets, and activities to find and quickly fix reconciliation or data integrity issues and get fast answers to critical questions.

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Facilitate Transparency and Collaboration

Easy-to-use reporting tools and automated data acquisition make creating and sharing reports timely and intuitive. Distribute financial and operational information from your ERP to a broader audience in a form that non-finance consumers can readily understand and act upon.

Education Feature 3

Accelerate Financial Planning and Help Decision Makers Visualize Key Metrics

Create dashboards to track critical trends that can impact available funding like average daily attendance, encroachment, and tuition by FTE student, as well as important budgeting aspects such as teacher salaries and related benefits payable. Easily pull in data from other business systems or databases. Provide decision makers with the key data they need in a visual format they can easily digest.

Education Feature 4 (1)

Integrates with:



  • Deltek Ajera
  • Deltek Maconomy
  • Deltek VantagePoint
  • Deltek Vision
  • Deltek Vision Cloud


  • Viewpoint Spectrum
  • Viewpoint Vista

MRI Software

  • MRI Commercial Management
  • MRI Financials
  • MRI Horizon
  • MRI Horizon CRE
  • MRI Qube Horizon
  • MRI Residential Management


  • Epicor Avante
  • Epicor BisTrack
  • Epicor CMS
  • Epicor Enterprise
  • Epicor Epicor SLS
  • Epicor iScala
  • Epicor Kinetic
  • Epicor LumberTrack
  • Epicor Manage 2000
  • Epicor Prophet 21
  • Epicor Tropos



  • Sage 100
  • Sage 100 Contractor
  • Sage 200
  • Sage 300
  • Sage 300 CRE (Timberline)
  • Sage 500
  • Sage 50cloud Accounting
  • Sage AccPac
  • Sage Adonix Tolas
  • Sage Estimating
  • Sage Intacct
  • Sage MAS
  • Sage X3


  • 24SevenOffice
  • A+
  • AARO
  • AccountEdge
  • Accounting CS
  • Accountmate
  • Acumatica
  • Alere
  • Anaplan
  • Aptean
  • Assist
  • ASW
  • Aurora (Sys21)
  • Axion
  • Axis
  • BAAN
  • Banner
  • Blackbaud
  • BlueLink
  • Book Works
  • BPCS
  • Cayenta
  • CCH
  • CDK Global
  • CedAr e-financials
  • CGI Advantage
  • Clarus
  • CMiC
  • CMS (Solarsoft)
  • Coda
  • Coins
  • Colleague
  • CPSI
  • CSC CorpTax
  • Custom
  • CYMA
  • DAC
  • Data Warehouse
  • Datatel
  • Davisware Global Edge
  • Davisware S2K
  • Deacom
  • DPN
  • e5
  • eCMS
  • Eden (Tyler Tech)
  • Emphasys
  • Entrata
  • Etail
  • Expandable
  • Famous Software
  • Fern
  • FinancialForce
  • FireStream
  • FIS
  • FiServ
  • Flexi
  • Fortnox
  • Foundation
  • Fourth Shift
  • Friedman
  • Full Circle
  • GEMS
  • Harris Data (AS/400)
  • HCS
  • HMS
  • IBM Cognos TM1
  • IBS
  • IBS-DW
  • In-House Developed
  • Incode
  • IQMS
  • iSuite
  • Jack Henry
  • Jenzabar
  • JobBOSS
  • Jonas Construction
  • M1
  • Macola
  • Made2Manage
  • MAM
  • MAM Autopart
  • Manman
  • Mapics
  • McLeod
  • MFG Pro
  • MicrosOpera
  • MIP
  • Mitchell Humphrey
  • Movex
  • MRI
  • MSGovern
  • Munis (Tyler Tech)
  • New World Systems
  • Onesite
  • Onestream XF
  • Open Systems
  • PDI
  • Penta
  • Plexxis
  • PowerOffice
  • PRMS
  • Pro Contractor
  • ProLaw
  • Q360
  • QAD
  • Quantum
  • Qube Horizon
  • QuickBooks Desktop Premier
  • QuickBooks Desktop Pro
  • Quickbooks Enterprise
  • QuickBooks Online
  • Quorum
  • RealPage
  • Retalix
  • Ross
  • SmartStream
  • Spokane
  • Springbrook
  • Standalone DB with ODBC/DSN connection
  • Standalone IBM DB
  • Standalone Oracle DB
  • Standalone SQL DB
  • SUN
  • Sunguard
  • SunSystems
  • Sys21
  • SyteLine
  • TAM (Applied Systems)
  • Thomson Reuters Tax
  • Timberline
  • Traverse
  • TripleTex
  • Unit4
  • Unit4 Agresso
  • Unit4 Business World
  • Unit4 Coda
  • USL Financials
  • Vadim
  • VAI-System 2000
  • Vantage
  • Vertex
  • Visma
  • Winshuttle
  • Wolters Kluwer CCH Tagetik
  • WorkDay
  • Xero
  • xLedger
  • Xperia
  • Yardi
  • Yardi-SaaS
Simplify And Speed Up Your Report Creation Cta

Simplify and Speed Up Financial Report Creation

Whether you’re a spreadsheet expert or new to the business report world, download our Top 10 Best Practices for Education Reporting in Excel guide to help streamline your report creation process.

Learn How to:

  • Make reports more interactive
  • Increase report usability
  • Tailor reports for your audience
  • Prevent unwanted spreadsheet errors

Work with the #1 Education Reporting, Analytics & Dashboard Software Vendor

Stephen F. Austin State University Logo

"Spreadsheet Server allows me to create custom reports that are also highly interactive, making for a powerful analytical tool!"

Stephen F. Austin State University Logo Jacob Seamans Accountant at Stephen F. Austin State University View Customer Story

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