Looking for Robust, Flexible Acumatica Reporting?
You’ve Found It with Velixo Reports
When You Want the Acumatica Reporting Option That Integrates Seamlessly with Excel, Turn to Velixo Reports
There’s a reason Acumatica is the fastest-growing provider of cloud ERP software for SMBs: it’s flexible, adaptable, mobile, and easy to learn and use. In addition, it offers incredible CRM / ERP integration and maintains a unique pricing model that saves businesses money while keeping them on the cutting edge at all times.
And if you’re looking for a way to turbocharge your Acumatica reporting capabilities with an easy-to-use solution that’s seamlessly integrated with Excel, we recommend you check out Velixo Reports.
What Is Velixo Reports?
In its simplest definition, Velixo Reports is an Excel-based reporting tool built only for Acumatica. It’s 100% integrated with Excel and adds a new Acumatica toolbar to Excel, along with 45+ functions that work with Acumatica’s General Ledger and Project data.
But there’s a lot more to Velixo Reports than just Excel integration.
Velixo also offers:
- Instant data updates from your Acumatica system
- Data consolidation from multiple sources, with full transactional history
- Simple, easy, secure login and support for the same security settings you already have in Acumatica
Acumatica Reporting with Smart Drilldown
One of the biggest benefits that Velixo Reports offers to Acumatica users is its Smart Drilldown function. Smart Drilldown shows any (yes, any) detail behind cells in your Excel spreadsheets and reports, including original documents from Acumatica, along with attached notes, activity, and files.
Near the beginning of this article, we mentioned that Velixo Reports provides additional functions to use with Excel, so you’d expect (rightly) that Smart Drilldown works with those formulas. However, Smart Drilldown also works with pure Excel-formula cells (such as =B6*C6) to show you the information behind all of your report cells. This is especially handy when you’re looking into the details for your Gross Profit or Net Income.
Honestly though, it’s a little difficult to explain the true magic of Smart Drilldowns in writing. It’s the kind of thing you have to see to believe. That’s why we’ve bookmarked the Smart Drilldown section in the Velixo video below. It’ll take less than 5 minutes to watch, and it’s well worth your time. Seriously, this functionality is impressive.
Get More with Velixo Reports
Intrigued by the Smart Drilldowns section you just watched? The rest of the video is worth watching too.
If you’re curious to see more and find out what else Velixo Reports brings to the table, rewind the video above to:
- See what it takes to install Velixo
- Learn how to build a report from scratch or use an existing report
- Get a walkthrough of all the functions Velixo Reports adds to your Acumatica reporting capabilities
- See the help functions
- View a brief primer on how to add eye-catching charts to Excel that highlight your up-to-date Acumatica data
Spoiler alert: If you’ve ever created a chart in Excel, you already know how to create a chart with Velixo Reports. Actually, anything you know how to do in Excel is something you already know how to do in Velixo.
Really, if you have about 30 minutes to take out of your day so you can learn how much more you can do with Acumatica reporting, we highly, highly recommend this video. But if you don’t have 30 minutes, there’s a faster way you can get your Velixo questions answered.
Speak with the Acumatica Experts in Atlanta: SWK Technologies
If you’re looking for an Acumatica expert in Atlanta that can explain all your reporting and other functionality options to you using clear, easy-to-understand language with no jargon, consider working with SWK Technologies.
For more than 20 years, SWK Technologies has helped business owners in Atlanta and around the world streamline their operations by helping them get more out of their ERP solutions. Over the years, we’ve provided ERP services and support to approximately 400 installations in 25 countries and 35 U.S. states. Our consultants have deep experience implementing and optimizing Acumatica solutions and add-ons, which is why members of our team have been recognized year after year in the small, select group of Acumatica MVPs.
We’re happy to help your business too.
Get in touch with SWK Technologies to learn more about Velixo Reports and your options for Acumatica reporting. You’ll be surprised at how much you can do and how robust your options really are.
