Dashboard & Comparative Financials (Maggie's Report)
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
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.
To help you learn Velixo, this article provides a sample Excel workbook designed to illustrate basic usage.
Coverage
This sample report demonstrates:
- Dashboard
Balance Sheet
Comparative Balance Sheet
Statement of Revenue (12 periods)
Comparative Statement Revenue (Period and Year to Date)
Special thanks to Maggie Tyner of Tayana Solutions for creating this sample workbook.
Examples
Download this sample file
💡 Having trouble downloading the file?
Simply right-click the link and select Save link as
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