Frequently Asked Questions
What is Spreadsheet Server?
Excel-native reporting for SYSPRO. It connects your spreadsheets directly to live SYSPRO data, so reports refresh automatically instead of relying on a manual export.
Do I need to know SYSPRO's database structure to build a report?
Not in depth, but a basic understanding of which fields live in which module (see the Reporting Library) makes building and troubleshooting much faster.
Will a live-refresh report slow down SYSPRO?
A well-filtered report has minimal impact. Large, unfiltered pulls across many users can add load; see Best Practices for how to scope reports properly.
Who should have Report Developer access?
Generally finance or operations analysts who build and maintain reports regularly; see User Roles for the full breakdown.
Where do I find existing report templates?
The Templates page has common starting points, and the Document Library is searchable for anything more specific.
I have a question not answered here.
Reach out via the Contact page.