Spreadsheet Server significantly improves your Excel-based reporting experience when compared to XL Connect. Access data with customizable drill-downs, use live ERP data from on-premises and cloud deployed systems simultaneously, or change the data set for your reports easily.

 

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About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.


Spreadsheet Server works as an intuitive Microsoft add-in providing live reporting and analysis from your Epicor ERP into Excel. Save time and reduce risk by eliminating manual reporting processes.

 

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About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.


Watch this video and learn how to master your Excel-based financial reporting with Spreadsheet Server. Access data with customizable drill-downs, analyze the transactional level by looking at invoices or attachments stored in the ERP, directly from Excel. Schedule report generation and delivery to any stakeholders efficiently.

 

Spreadsheet-Server-Functional-Demo-VI-ENS

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.


Before implementing Spreadsheet Server, Caymas Boats was using Epicor ERP’s standard reports alongside Epicor XL Connect, a Microsoft® Excel® add-in, for their more in-depth and custom reporting needs.

Tyler Smith, Senior Accountant at Caymas Boats, says that while the team liked using Epicor XL Connect, when it came time to create or modify their reports, they had to rely on outside consultants because report writing still required a level of technical expertise.

 

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About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.