Excel-Based Reporting

Lumina Tech has partnered with Velixo to offer an Excel-based reporting solution for Acumatica. Velixo Reports is the only reporting tool designed specifically for Acumatica, built with deep product expertise to deliver a powerful, intuitive, and responsive Excel add-in. Its key features include:

Seamlessly connects Excel with Acumatica

Users can seamlessly connect to Acumatica from Excel using their existing login credentials. With over 50 built-in functions, they can effortlessly extract data from the General Ledger, Projects, and Generic Inquiries.

Real-time Reporting

Reports are always up to date — any change made to a formula in Excel triggers an instant recalculation. This allows users to effortlessly generate comparative analyses or financial statements across various time periods or departments.

Generate diverse reports and dashboards.

By combining Excel’s versatility with Acumatica’s seamless integration, you can generate actual-versus-budget reports, cash flow statements, sales performance dashboards, consolidated financials with intercompany eliminations, and project progress reports.

Ability to drill down into detailed report data

Users can drill down from Excel data fields into Acumatica to trace the original data, with full access to associated notes and attachments.

Consolidate data from multiple sources

Velixo Reports enables you to pull data from multiple tenants and companies into one unified Excel workbook.

Automatically distribute reports

Reports can be automatically delivered through email or exported, with the ability to control access by sharing specific worksheets with designated users and securing files with passwords.