Dashboard & Comparative Financials (Maggie's Report)

Created by Damien Zwillinger, Modified on Tue, 16 Jul 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

Download


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