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 animated video and discover how Spreadsheet Server increases the Excel-based reporting efficiency in your organization.

 

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.


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.


Are you looking for a better way to manage your Excel data and associated reporting? Spreadsheet Server helps you bridge the gap between your company data and insightful reports, saving time by streamlining analytic processes in a secure environment.

With the full power of Excel, Spreadsheet Server allows you to mix GL and non-GL data from multiple platforms into a single worksheet. Work with real-time data from your ERP to create financial and operational reports with the ability to drill-down into the detail.

Customers who have not used XL Connect or Spreadsheet Server previously will get 20% off the license price, or 10% off the subscription/SaaS price when buying Spreadsheet Server and paying annually. In addition, these customers can receive 20% off the implementation services delivered by Epicor directly.

Must purchase between 6/1/2021 and 09/30/2021.

Limited-Time Offer to Combine the Familiarity Of Microsoft® Excel® with The Power of your Epicor Data

Customers who have not used XL Connect or Spreadsheet Server previously and registering for the Virtual Summit online event in August 2021 will get 35% off the license price, or 15% off the subscription/SaaS price and 20% off implementation services delivered by Epicor directly.

Must purchase between 8/15/2021 and 08/31/2021. Register for the Virtual Summit using this link.

Real-Time Reporting that Connects to Epicor Data Directly in Excel

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:

  • Real-time connections and reporting across multiple sources, directly from Excel
  • Create reports without relying on IT or expensive consultants
  • Drill down to sub-ledger detail in your Epicor ERP platform
  • Access time-saving, pre-configured queries from your peers via a cloud-based library
  • Combine and report on data from multiple sources to show the big picture.
  • Automate the distribution of reports to reduce month-end effort
  • Get up and running fast with an easy install for short time to value

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.


Excel continues to be such a key tool in business today, that Enterprises of all sizes – big and small – use it extensively. It is such a universally known tool that despite the sophistication of many other available programs, it is fair to say that Excel is very much at the heart of the workplace, particularly in Financial departments. The rub is that Financial data and other important metrics normally are held in your Company’s main IT system, ERP and Enterprise Management Database. So what if you could create and refresh reports in Microsoft® Office Excel®, combining ERP data with additional lookups and calculations to get the answers you need without the usual challenges of gathering source data and refreshing reports? This is where Epicor XL Connect comes into the picture.

An image of a tall building and the text "epicor xl connect".

Epicor XL Connect

The XL Connect solution is designed with pre-packaged content packs for Epicor ERP but is also available for other ERP Platforms. We have helped many customers implement this bridge between their enterprise source data and Excel.

With XL Connect, you can access real-time data from your ERP system with built-in functions that let you combine ERP data with non-ERP data, run lookups or calculations, and arrange and format data exactly as you want.

For the technical users, here’s what’s happening under the hood.

When you launch the XL Connect client, it reaches out to an Admin File Share. This is typically on a server, but technically it’s just a basic file share that can be copied anywhere.

When you drag in a function from the XL Connect tree view to your MS Excel spreadsheet, you are simply reaching out to an SSRS Report Server to grab the corresponding XL Connect report, and then pulling in data from your data source, which could be for example an Epicor database, so that you can populate the report in your spreadsheet.

XL Connect can be licensed for users who can run drill-downs, and also for developers who can build advanced, cross-platform queries that can be run directly from Microsoft Excel.

For more information about XL Connect please click here. We are happy to help!

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. 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.