Excel-based Reporting for Acumatica
Build your own reports in Excel in less than 5 minutes.
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Built from the ground up for Acumatica, by Acumatica experts
Easily connect Excel to Your Acumatica Data
Connect using your Acumatica login credentials and start building Excel spreadsheets that instantly include Acumatica data. Velixo Reports adds a ribbon to Excel and more than 80 functions that are specially designed to work with general ledger, project data and generic inquiries.
“We spent months trying to make other tools work. Just a few days after installing Velixo Reports my corporate controller had linked all our Excel spreadsheets to Acumatica.”
View Live Results While Building Reports
You’re always working with the most up-to-date data. Changes you make to formulas and cells are reflected immediately in your spreadsheet. Easily update the cell to see the P&L of another branch, or run it for a different financial period. To track travel expenses for a project over time, just copy the column to the right and every formula will follow. In brief, everything you know and love about Excel works just like you’re used too.
“Our customer, KFC France, require us to prepare a monthly financial spreadsheet that spans 50+ tabs and 15 000+ cells that need to be calculated for different combinations of companies, branches, accounts and subaccounts. Without Velixo Reports a whole army would have to spend many days every month updating this spreadsheet!"
Save Days of Work with Smart Refresh
No more exports or manual entries required. Velixo Reports always gives you up-to-date information. Thanks to Smart Refresh, new data is updated quickly, allowing you to refresh even the most complex report in just a few seconds.
Build Any Type of Reports
We won’t judge you if you only use it for your P&L, but any spreadsheet that requires Acumatica ERP data will benefit from Velixo Reports. Cash flow statements, sales dashboards, budgets, allocation and accrual calculations, intercompany sales eliminations, project progress reports are just some examples of what our customers have created with Velixo Reports. Charts, graphics and KPIs can also be incorporated easily into any spreadsheet.
Automatically Share Reports
Automatically email, export, or share multiple versions of the same report with a single click. Report distribution is customizable so you can include different tabs or set specific parameters based who’s going to receive it.
Easily output as Excel, PDF or Values. For more security, we’ve added the possibility to optionally password protect the files.
GL & Budget Writebacks
Create and post GL entries without leaving Excel. The content and amounts of the GL entry can be dynamic and based on Excel formulas.
Moreover, you can retrieve multiple budgets and forecasts and report them in Excel. Simply adjust the number or apply your own budget model and write back the modified budget straight in Acumatica.
Get to the bottom of everything with Smart Drilldown
Right-click on any cell and get detailed insight into the data referenced in a calculation. You can drill all the way down to the original document in Acumatica and review any note, activity or file attached to it. Smart Drilldown lets you analyze formula cells that reference other cells, such as a Gross Profit or Net Income calculation, and will even show you where the Velixo Reports functions were found. Smart!
Consolidate Data From Multiple Sources
Multiple companies, multiple tenants, public cloud, private cloud or on-premise installations of Acumatica – Velixo Reports can consolidate your data in a single Excel spreadsheet while maintaining full history. If you can access it from your web browser, Velixo Reports can connect to it.
Secure Your Access
Use the same login and password that you use when connecting to Acumatica from a web browser. You can restrict access to specific roles and users. Branch access rights as well as account and subaccount restriction groups are also applied, allowing you to control who has access to what.
Zero Learning Curve
If you know how to use Excel, then you can know how to use Velixo Reports. As easy as Excel, as powerful as Acumatica Analytical Reports.
Unlimited Excel Users
Grant access to anyone who needs it, at no extra charge. Give your whole workforce the benefit of up-to-date information.
Lightning Fast Display
Data is loaded & refreshed in a matter of seconds.
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