“Data from our ERP system is refreshed real-time in my Excel spreadsheets, ranging from monthly P&L to sales KPIs and production reports.

The ability to drill to transactions detail makes this a very powerful tool!”

Financial Controller - Krehalon


Are you currently preparing your analysis and reports for Infor™ ERP in Microsoft® Excel?

Would you like to automate your Excel processes using data from your ERP such as: GL, AP, AR, Inventory, Manufacturing, Sales, Projects, Time & Attendance information and more..?

Spreadsheet Server converts Excel into a tightly integrated analytical tool for any ERP system. Users can leverage the strength of their spreadsheets with seamless dynamic integration to their Information, along with powerful drill-down capability to the lowest level of detail. It allows users to build a range of reports from simple ad hoc workbooks to complex dashboard-type views of critical business data. Spreadsheet Server eliminates the re-keying or downloading of data into the spreadsheet and makes the spreadsheet an integral part of the application. While maintaining the full functionality of their Excel spreadsheet application, Spreadsheet Server allows the user to mix GL and Non-GL data in a single worksheet. The combination of powerful spreadsheet functions (charting, graphing, text formatting and sorting) and dynamic information provides the basics for building accurate, elegant income statements, balance sheets, and other critical statements.


The Spreadsheet Server application consists of four components:

Pre-Configured Microsoft® Excel Add–In for Financial Reporting across ERP platforms — Spreadsheet Server formulas used in Microsoft Excel allow users to create reports using familiar business and accounting terms, not technical specifications.

QueryExchange™ — An online repository of queries from which the user may download selected queries to the QueryDesigner and then utilize them in Excel. the SmartPak™ feature, utilized in the QueryExchange™, is a method to group pre–configured queries together.

QueryDesigner — A user friendly tool which enables users to design and maintain queries over any relational database. These queries can be combined with pre-configured formulas in a single Excel spreadsheet.

Distribution Manager — Eliminating the time-consuming tasks of printing, copying, or creating email attachments just to get information to your end-users, this tool automates the scheduling of report distribution from directly within Excel.


Spreadsheet Server is configured for the widely used ERP systems listed below, including our Designer G/L Series for any system you do not see listed.