How-To Guides

Techniques, Tips, and Best Practices for creating Velixo reports

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

Sharing Reports - FAQ

What is the best way to store reports when multiple users (some without Velixo) are accessing the same reports?

Written by Gabriel Michaud
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

How to provide feedback or open a support ticket with Velixo

Written by Pavel Kabir
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 using Custom Attributes and user-defined fields (UDFs)

How to filter Generic Inquiry data

Written by Harry Lewis
Updated this week

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