Overview

To help you learn Velixo Reports, this article provides a sample Excel workbook and Acumatica generic inquiry designed to illustrate basic usage.

Download links:

"Project Reports Sample Pack"

and

Generic inquiry used by the report

❗ The generic inquiry (Velixo-OpenProjectInvoices) is used by the sample report and must be installed in your Acumatica environment and made available through Acumatica's OData feed.

💡 Having trouble downloading the files?
Simply right-click the link and select "Save Link As".

This sample report for Acumatica demonstrates:

  • Dashboard

  • Project Portfolio by Manager

  • Invoices (Accounts Receivables Aging Report by Project)

  • Project Status Report

Sample Screens:

sample_const01.png
sample_const02.png
sample_const04.png
sample_const03.png

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