Dashboard & Comparative Financials (Maggie's Report)

Purpose

Please see Introduction to Report Templates for information about Samples, Demos, and Production Templates and the differences between them. You many also want to refer to How to Modify Velixo Sample Reports.

To help you learn Velixo, this article provides a sample Excel workbook designed to illustrate basic usage.

Coverage

This sample report demonstrates:

• Dashboard

• Balance Sheet

• Comparative Balance Sheet

• Statement of Revenue (12 periods)

• Comparative Statement Revenue (Period and Year to Date)

Special thanks to Maggie Tyner of Tayana Solutions for creating this sample workbook.

Examples

Download this sample file