Construction/Project report samples - Acumatica

Created by Damien Zwillinger, Modified on Tue, 16 Jul, 2024 at 9:35 AM by Gabriel Michaud

Applies to:

Velixo NX
Velixo Classic
Acumatica, MYOB Acumatica, Cegid XRP Flex

TABLE OF CONTENTS

Purpose
Coverage
Examples
Downloads

Purpose

To help you learn Velixo, this article provides a sample Demo template and an Acumatica generic inquiry designed to illustrate basic usage.

Please see Introduction to Report Templates for information about Samples, Demos, and Production Templates and the differences between them. You many also want to refer to How to Modify Velixo Sample Reports.

Coverage

This sample report for Acumatica demonstrates:

Project dashboard
Project Portfolio performance summary
Project invoice information (similar to an Aging Accounts receivables report)
Invoices (Accounts Receivables Aging Report by Project)
Detailed Project status report
Detailed Work In Progress report
Costs over time demo
Project Forecast demo

Examples

Downloads

Important: In addition to the Sample Report, you will also need to download the two Generic Inquiries required by this sample report pack by clicking the respective download buttons and following one of these instructions:

- Installing Velixo for Acumatica
- Updating the Acumatica Customization Package

Sample Report	Open Invoices Inquiry	Project and Task List Inquiry

Download the Sample Report	Download the Opening Invoices Generic Inquiry	Download the Project and Task List Generic Inquiry

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