Real-Time Excel-Based Reporting
Uncover what’s happening inside your organization with automated, real-time reporting from Spreadsheet Server.
Create Live, Drillable Reports from Your ERP Data Right Into Excel
No More Data Dumps
Get access to your Yardi and MRI operational data directly within Excel
Simple Installation
Quick start implementation means your team can be up and running the next day
Answer All Your Questions
Address investor questions and automate distribution reports as frequently as you need them
Eliminate IT Dependency
Your team already knows how to use Excel, keep them working in the system where they are most comfortable
Support All Your Reporting Needs
Make use of pre-built reports to use Query Designer to build your own, all in Excel
Bring All Your Data Into Focus
Easily drill down into your data to get the whole picture
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FAQs
Q.
What is Spreadsheet Server and how does it benefit real estate reporting?
A.
Spreadsheet Server is a financial reporting tool that operates as an add-in for Microsoft Excel, creating a direct, live connection to your real estate ERP system, such as Yardi or MRI. This eliminates the error-prone and time-consuming process of manually exporting data. For real estate firms, this means finance teams can build dynamic, refreshable reports within the familiar Excel environment, ensuring decisions are based on the most current operational and financial data.
Q.
How does Spreadsheet Server integrate with Yardi and MRI?
A.
Spreadsheet Server is specifically designed to connect with over 140 ERP systems, including deep integrations for both Yardi and MRI. It uses pre-built connectors to establish a live link to your database, allowing you to pull real-time financial and operational data directly into Excel without needing a data warehouse or IT intervention. This enables teams to create dynamic reports like rent rolls, income statements, and budget forecasts that refresh with a single click.
Q.
Can our finance team build custom reports without IT assistance?
A.
Yes, a primary advantage of Spreadsheet Server is that it empowers finance and accounting professionals to create their own custom reports without needing IT support. Because the tool functions within the familiar environment of Excel, users can leverage their existing skills to build, modify, and distribute reports. The platform includes features like Query Designer and Formula Builder, which allow non-technical users to access and combine the data they need from across the ERP.
Q.
What does "drill-down" capability mean in the context of real estate reporting?
A.
Drill-down functionality allows a user to click on a summary number in an Excel report—such as total revenue for a property portfolio—and instantly see the specific transactions that make up that total. For real estate, this means you can investigate details like individual tenant payments, vendor invoices, or journal entries directly from your report, without having to log in to your ERP separately. This provides immediate clarity and accelerates variance analysis and auditing.
Q.
How can REdirect Consulting help an organization optimize its use of Spreadsheet Server?
A.
As the only accredited Spreadsheet Server partner for both Yardi and MRI, REdirect Consulting provides expert implementation, training, and support to ensure the platform is aligned with your specific operational needs. Our team helps you move beyond basic reporting to build robust, automated workflows and custom reports. We focus on practical implementation so your team can gain deeper insights and maximize the long-term value of your investment in both your ERP and Spreadsheet Server.