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Take Control of Your Reporting Process

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Accelerate Common Report Creation Processes

When you’re looking to spend more time on value-added analysis, you need to find new ways to increase your productivity, replacing manual processes like exporting to spreadsheets, flipping between Excel and Epicor to validate data, and formatting reports.

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Consolidate Data Across Multiple Systems

When you want to see the full picture of your business performance and need to access data from multiple systems, whether it’s other Epicor modules or separate business systems.

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Empower Your Business Users with Self-Service Reports

When you need to give your business users and functional leaders accurate, up-to-date reports in a format that they can use to drill into the details and answer their follow-up questions themselves.

Easily Build Reports, Manage Epicor Data, and Gain Insight into Business Performance

Fast Report Writing Without Any Technical Expertise

Empower your finance team with the ability to build, run, and share financial reports from inside Excel, their tool of choice. Access current data from Epicor without the need for complex training, SQL coding, or SSRS experience. With up-to-date data, you won’t have to worry about report inaccuracies in a static spreadsheet, and you’ll be able to easily refresh your reports for each new period. Flexible drilldowns help you accelerate your month-end close and give you more time for analysis and strategic decision making.

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Instantly Merge Data from Multiple Sources

insightsoftware’s reporting and BI solutions for Epicor are designed to give you full visibility into your organization’s data, allowing you to rapidly merge data from a variety of sources, both on-premise and in the cloud, into a single data warehouse and set of dimensional cubes, or through a live, direct connection to your Epicor data.

Instantlymerge Data From Epicor

Empower Your Business Users

Transform Excel reports into interactive web reports and dashboards, so non-finance users can also enjoy self-service access to Epicor data in a format they can readily use and understand. Enable them to filter and drill-down into the transactions and other data they need to analyze their department’s performance and to answer their own questions.

Empower Your Epicorbusiness

Ready to go beyond Financial Planning?

Spreadsheet Server is one of insightsoftware's unified, modular applications. By bringing together all your insightsoftware applications in one place you can address multiple business needs faster and with less risk, by picking and choosing the capabilities you need across reporting, budgeting and planning, and controllership.

Built for Epicor

  • 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

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How To Compare BI

How to Compare Reporting and BI Solutions

Reporting and Business Intelligence (BI) solutions begin and end with data—not just how the data are collected, but also how they are stored, organized, and accessed. With a saturated market full of solutions to choose from, you need to have a clear understanding of your data needs before you start comparing your options.

In this white paper, you will learn:

  • What to look for in reporting and/or BI software
  • Why a reporting and BI solution is essential for growth
  • How to avoid reporting and BI solution implementation failure

To assist with your software selection process and help you find a solution that fits your current ERP system and IT infrastructure, we have also created a framework for evaluating third party solutions.

You need to have a clear understanding of your data needs before you start comparing your options.

Work with the #1 Reporting and Business Intelligence Vendor for Epicor

05 2021 Caymasboats Case Study Logo (1)

"It’s been a spectacular upgrade. Drill-downs in Spreadsheet Server work flawlessly alongside Epicor."

05 2021 Caymasboats Case Study Logo (1) Tyler Smith Senior Accountant at Caymas Boats View Customer Story

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