How-To Guides

Techniques, Tips, and Best Practices for creating Velixo reports

23 articles in this collection
Written by Gabriel Michaud, Pavel Kabir, and Harry Lewis

Sharing Reports

What is the best way to store reports when multiple users are accessing the same reports?

Written by Gabriel Michaud
Updated over a week ago

Sharing Reports with non-Velixo Users

Options for sharing reports with those who do not have Velixo Reports

Written by Harry Lewis
Updated over a week ago

Specify multiple entities, ranges, and wildcards in functions

Filtering techniques for use with many Velixo functions

Written by Harry Lewis
Updated over a week ago

Using Drilldown

Written by Harry Lewis
Updated over a week ago

Using Acumatica Permissions with Velixo Reports

Written by Gabriel Michaud
Updated over a week ago

Upgrading to a newer version of Velixo Reports

Written by Harry Lewis
Updated over a week ago

Upgrading to a newer version of Acumatica or MYOB Advanced

Written by Harry Lewis
Updated over a week ago

Understanding Acumatica Tenants, Companies, and Branches

Written by Harry Lewis
Updated over a week ago

Generic Inquiries

'Generic Inquiry' Videos

Video walkthroughs for using Acumatica Generic Inquiry data in your reports

Written by Gabriel Michaud
Updated over a week ago

Sorting a Generic Inquiry

Written by Gabriel Michaud
Updated over a week ago

Generic Inquiries Options

Written by Harry Lewis
Updated over a week ago

Filtering GI data on your computer instead of the server

Written by Harry Lewis
Updated over a week ago

Filtering Generic Inquiries by Financial Period IDs

Written by Harry Lewis
Updated over a week ago

Advanced Filtering in Generic Inquiries

Creating GI filters without the GIFILTER function

Written by Harry Lewis
Updated over a week ago

Filtering on Custom Attributes in Acumatica Generic Inquiries

How to filter GI data based on custom attributes

Written by Harry Lewis
Updated over a week ago

Generic Inquiry Filters Troubleshooting

Written by Pavel Kabir
Updated over a week ago

Using Pivot Tables with your Velixo Generic Inquiry reports

Next steps after using the GI function

Written by Gabriel Michaud
Updated over a week ago

Distribution Lists

Video: How to use Distribution Lists

Walkthrough of using Velixo's Distribution List feature

Written by Gabriel Michaud
Updated over a week ago

Insert Folder Path for Distribution List

Written by Harry Lewis
Updated over a week ago

Using Distribution Lists with SharePoint or WebDAV

Your Distribution Lists can share reports to cloud storag

Written by Gabriel Michaud
Updated over a week ago

Using a cell or range reference for the Email Body in a Distribution List

Written by Harry Lewis
Updated over a week ago

Scheduled Distribution

Using a Velixo command-line tool to schedule your Distribution Lists

Written by Gabriel Michaud
Updated over a week ago

Distribution Lists and Microsoft Teams

Using powerful cloud storage for sharing reports

Written by Gabriel Michaud
Updated over a week ago