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Seamless Integration with All Your Peoplesoft Data 

Is PS/nVision Too Difficult for Non-Technical Peoplesoft Users?

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Your IT Team is Bogged Down in Report Requests

Finance teams struggle to get the custom reports they need because PeopleSoft’s default options fall short. Creating and maintaining reports in tools like PS/nVision or BI Publisher demands technical expertise, overloading IT teams and causing delays, frustration, and missed insights.

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Period Close Processes are Drawn Out and Painful

Closing periods is a challenge without real-time data or effective drill-down tools like nPlosion in PS/nVision. Finance teams spend days reconciling mismatched entries and balancing ledgers, while complex data structures and IT reliance for SQL queries further delay consolidation and adaptability.

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PS/nVision Skills are in Short Supply

A shortage of PS/nVision skills in IT departments leaves organizations at risk when key staff depart. Even minor changes in PeopleSoft deployments can break reports, requiring specialized expertise to rewrite queries, update templates, and re-run reports—creating delays and dependencies.

Use Cases

Empower Your Business Users to Create Real-Time, Drillable Reports With PeopleSoft Data

Get to the Answers You Need More Quickly

Adapt your PS/nVision Excel reports for faster insights with flexible drill-downs to uncover key business data. Use dynamic filters to exclude accounts without hard-coding values or relying on IT for SQL queries. Enjoy a quick installation and full integration with PeopleSoft security, allowing fast deployment and immediate value. Empower your team to access the answers they need without delays, enabling smarter and faster decision-making with minimal effort. Simplify processes and streamline access to the information that drives success.

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Accelerate Your Period End Close

Streamline your period-end close with real-time data and a direct PeopleSoft connection, ensuring consistent and accurate information. Refresh reports anytime with a single click to access the latest data, including immediate updates for adjustment entries. Drill deeply into reports, from summary lines to balances, journal entries, and subledger transactions, to quickly identify and resolve reconciliation or consolidation issues. Say goodbye to manual reconciliations, cumbersome consolidations, and lengthy waits for IT support. Empower your team with efficient tools and faster processes for confident decision-making and a smooth close every time.

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Reduce IT Dependency

Reduce IT dependency by enabling business users to create reports without technical expertise. With deep PeopleSoft integration and built-in financial intelligence that understands hierarchies like Tree Nodes and Table Sets/Set IDs, creating reports is made simple. Excel-savvy users can build refreshable reports using intuitive, pre-built templates or design custom reports in minutes. This eliminates the need for specialized PS/nVision skills or constant report updates, empowering teams to access crucial insights independently and with ease. Say goodbye to IT bottlenecks and hello to faster, smarter reporting.

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How to Automate PeopleSoft Reporting Without IT

Empower your financial teams to accelerate their reporting processes by eliminating manual downloading, extracting, and re-keying, saving you hundreds of hours each year on reporting and providing significantly more time for analysis.

Watch this on-demand webinar to discover how to:

  • Eliminate manual reporting
  • Connect directly to your  PeopleSoft  data right in Excel
  • Drill down to see the data behind any number
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Saving Time With Peoplesoft

Learn how UNC Chapel Hill streamlined reporting by integrating Peoplesoft with Spreadsheet Server. The result? Faster data access, reduced manual effort, and more time to focus on meaningful insights.

“What we liked about Spreadsheet Server in particular was that we could connect it directly to our production environment, which is extremely important for audit financials at the end of the year. Not a lot of tools have that option or capability.”

Sheri Olson
Senior Financial Reporting Business Analyst - UNC - Chapel Hill