Advanced Features

Helpful how-to and configuration information beyond the basics

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

Sharing Reports in Microsoft Teams

How to use Microsoft Teams with your Velixo reports
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Written by Gabriel Michaud
Updated over a week ago

Filtering by Company

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Written by Gabriel Michaud
Updated over a week ago

Single sign-on for Acumatica

Configure Velixo Reports to utilize Acumatica's SSO capabilities
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Written by Harry Lewis
Updated over a week ago

Configuring Access Rights

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Written by Harry Lewis
Updated over a week ago

Screen IDs for Velixo Reports' Generic Inquiries

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Written by Gabriel Michaud
Updated over a week ago

Refreshing the Velixo Reports License

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Written by Gabriel Michaud
Updated over a week ago

Alternative Algorithm when Removing All Formulas

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Written by Harry Lewis
Updated over a week ago

Creating Multiple Report Sheets from a Single Template

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Written by Gabriel Michaud
Updated over a week ago

Installing Velixo Reports for All Users on a Single Machine

Trying to install Velixo Reports on a Terminal Server or Citrix environment? This is for you.
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Written by Gabriel Michaud
Updated over a week ago

Filtering Generic Inquiries by Financial Period Range

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Written by Harry Lewis
Updated over a week ago

Maintaining Formatting of Financial Periods

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Written by Gabriel Michaud
Updated over a week ago

Creating Interactive Reports with Pulldown Lists

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Written by Gabriel Michaud
Updated over a week ago

Account balances using date ranges: what if the transaction date does not match the financial period?

How balances and totals are computed when a transaction is posted to a financial period that does not match the transaction date.
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Written by Harry Lewis
Updated over a week ago

Convert Tree Structure to Multiple (dependent) Dropdowns

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Written by Harry Lewis
Updated over a week ago

Retrieving Subaccount Segment Names

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Written by Gabriel Michaud
Updated over a week ago