Solutions for Viewpoint

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Viewpoint Reporting Tools

Construct Your Viewpoint Reporting in Excel

If you dread financial and operational reporting, you’re not alone. Manually exporting data from your ERP into spreadsheets is inefficient and time-consuming, not to mention prone to errors. Chances are your ERP doesn’t talk to your other databases, which makes it hard to coordinate reporting across multiple systems. So, you’re relegated to manually stitching data dumps together in Excel, leaving you with issues such as:

  • Lengthy financial close processes
  • Time-consuming, manual data exports and manipulation
  • Lack of data integrity
  • Long-winded processes to integrate ERP data with other data sources
  • No single source of truth for reporting
  • Heavy reliance on IT to produce the results you need

Add the power of customized reporting, planning, and analytics to Viewpoint

Spreadsheet Server puts an end to tedious, error-prone, and manual reporting processes while still letting you work in the environment you’re most comfortable: Microsoft Excel. Connect to Viewpoint with real-time data to ensure your entire organization has a clear and accurate view of exactly what is going on in finance and operations.

Spreadsheet Server has been extremely easy to use, very flexible, and I’ve quickly been able to transition my Vista for Viewpoint FM Module financial statements to Spreadsheet Server with a minimal hassle.

Mark Hejmanek
The CPI Group, Inc.

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