Construction/Project report samples - Acumatica

Modified on Wed, 20 Sep 2023 at 10:00 PM

Applies to

Velixo NX
Velixo Classic
Acumatica, MYOB Advanced, Cegid XRP Flex

TABLE OF CONTENTS

Purpose
Coverage
Example
Download this sample file

Purpose

To help you learn Velixo, this article provides a sample Excel workbook and an Acumatica generic inquiry designed to illustrate basic usage.

Coverage

This sample report for Acumatica demonstrates:

Project dashboard
Project Portfolio performance summary
Project invoice information (similar to an Aging Accounts receivables report)
Invoices (Accounts Receivables Aging Report by Project)
Detailed Project status report
Detailed Work In Progress report
Costs over time demo
Project Forecast demo

Examples

Download this sample file

Download sample file

Important: You may also need to download the Generic Inquiry required by this sample report pack by clicking the below download button and following one of these instructions:
- Installing Velixo for Acumatica
- Updating the Acumatica Customization Package

Download Velixo's Generic Inquiry required by this report