Launch a Velixo report from Sage Intacct

Created by Harry Lewis, Modified on Wed, 18 Dec at 11:30 AM by Harry Lewis

Applies to:

Velixo NX
Sage Intacct

TABLE OF CONTENTS

Overview
Step-by-step Example

Important: This article describes how to use Sage Intacct Smart Links to launch a Velixo report from within Sage Intacct.

If you are wanting to know how to launch a Velixo report from an Excel workbook, see Launch a Velixo report from a link

Overview

We can use Sage Intacct's Smart Link feature to launch a Velixo report saved in SharePoint.

To demonstrate, we'll launch the pre-defined Velixo Job Summary Report using a link on the Sage Intacct Project Information page:

The report will be launched with the same Project ID as is currently displayed within Intacct.

Step-by-step Example

1 - Create a parameter for the Project ID

We need a location within the report where we will place the Project ID and have our report update based on that value.

Our report is already set up to use that value. So, in the Excel workbook, we will assign a workbook-scoped named range called ‘ProjectID’ to that cell:

(this is where the Project ID will be placed when we launch the report)

In our example, this report resides on the Project Details worksheet within the workbook:

2 - Find the SharePoint path where the report is saved

Within SharePoint, we can navigate to the workbook we want to use, select it, and click the 3-dot icon:

From the displayed menu, we will select Details:

In the right side panel, we can scroll down to the Path section and click on the icon to copy the path:

3 - Configure a new Smart Link within Sage Intacct

Following the instructions provided in the Sage Intacct Help documentation, we'll configure a new Smart Link.

Choose an object to extend

Within Sage Intacct, we'll navigate to Platform Services > Object customization > Smart link clicks, then select Add.

For this example, the Sage Intacct object we want to work with is the Project object:

and then click Next.

Select the click properties

In the Target field on the Select click properties form, we insert a Smart Link containing the path we copied in Step 2.

The format for that Smart Link is:

<a href="velixo:open|https://my.sharepoint.com/Shared%20Documents/Project%20Summary%20Report.xlsx|ProjectID={!PROJECT.PROJECTID!}|Sheet=Project Details" target="_blank">Job Summary report</a>

Where:

velixo:open	This is the code used for accessing the Velixo Tool responsible for opening the workbook.
https://my.sharepoint.com/ Shared%20Documents/ Project%20Summary%20Report.xlsx	This is the path we copied in step 2
ProjectID={!PROJECT.PROJECTID!}	ProjectID is the workbook-scoped name we created in our report (Step 1) PROJECT.NAME is the PROJECTID field of the Sage Intacct PROJECT object. This value will retrieve that field of the displayed project and will be used in the report.
Sheet=Project Details	Project Details is the worksheet which we want to display.
target="_blank"	This directs the Sage Intacct Smart Link to open the report is a new tab within the browser.
View Job Summary in Excel with Velixo	This is the text for the link that will be displayed within Sage Intacct.

Click Next

Select deployment options

In the Label field of the Select deployment options form, we'll enter the text we want to appear for the link.

Likewise, in the Smart link ID field, we'll provide the text that Sage Intacct will use for as the Smart Link's official name.

Click Done

4 - Viewing the Report

Our new Smart Link is now available on the Project Information screen:

When we click on that link, Excel will be launched with the Velixo Job Summary Report, and the ProjectID named cell will be populated with the ID from the project being displayed in Sage Intacct: