Video Center

Spreadsheet Server for use with Viewpoint Vista for an Efficient Excel Reporting Process

Spreadsheet Server for use with Viewpoint Vista for an Efficient Excel Reporting Process

Spreadsheet Server for use with Viewpoint Vista for an Efficient Excel Reporting Process

Emily Hakala, Information Specialist from Snyder Roofing & Sheet Metal, Inc., explains how her organization uses Spreadsheet Server to optimize their Viewpoint Vista ERP reporting. 

 

Snyder Roofing previously used custom Crystal Reports, but had difficulty with analyzing the static data outputs and having to pull multiple reports to get the information they needed. Spreadsheet Server provides a live Excel-based environment for more intuitive analysis and the ability to “slice and dice” Viewpoint data.  With their existing knowledge of Excel, Spreadsheet Server was an incredibly natural transition for them. Spreadsheet Server has helped them enhance Viewpoint Vista reporting tasks such as forecasting with jobs, pre-construction information, bid schedules, and within the service department for work order completion and more.