Dashboard & Comparative Financials (Maggie's Report)

Created by Damien Zwillinger, Modified on Tue, 30 Jan 2024 at 06:08 PM by Harry Lewis

Applies to

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



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.


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.


Download this sample file


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Simply right-click the link and select Save link as 

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