Getting Started with Velixo Reports

New user? Start here to learn how to install Velixo, connect to your ERP, and build your first report.

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

Download and install the Excel add-in

Instructions for adding Velixo Reports to your Excel for Windows
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Written by Harry Lewis
Updated over a week ago

"Easy Start mode" and "Customization mode"

There are two ways to use Velixo Reports Classic - which is right for you?
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Written by Harry Lewis
Updated yesterday

'Getting Started' Videos

Video walkthroughs to help you set up Velixo Reports and start creating reports
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Written by Gabriel Michaud
Updated over a week ago

Connecting Velixo Reports to Acumatica

Add or Edit Connection Settings
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Written by Harry Lewis
Updated over a week ago

Create your first Velixo report

Connecting to Acumatica and staring your first report
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Written by Harry Lewis
Updated over a week ago

Finding Help Info for Velixo Functions

Accessing each Velixo function's Help information
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Written by Harry Lewis
Updated over a week ago

Installing and Configuring Velixo NX on Mac or Excel Online

Getting started with the Preview of Velixo NX
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Written by Harry Lewis
Updated over a week ago

Saving my Connection Information

Saving settings so you do not have to re-enter them each time
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Written by Harry Lewis
Updated over a week ago

Auto Selecting parameters when entering Velixo functions

'Best Match' suggestions for your Velixo functions
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Written by Harry Lewis
Updated over a week ago

Installing Velixo Reports for Acumatica

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Written by Harry Lewis
Updated over a week ago

Installing Velixo Reports for MYOB Advanced

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Written by Harry Lewis
Updated over a week ago

Installing Velixo Reports for CEGID XRP Flex

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Written by Harry Lewis
Updated over a week ago