Excel-Based Reporting

Lumina works with Velixo to provide Excel-based reporting for Acumatica. Velixo Reports is designed specifically for Acumatica and enables users to work with ERP data through familiar Excel tools.

Key Capabilities

• Connect Excel to Acumatica using authorised credentials.
• Use purpose-built formulas to retrieve data from the General Ledger, Projects and Generic Inquiries.
• Refresh reports to display the latest available information.
• Create comparative analysis, financial statements, cash-flow reports, dashboards and project reports.
• Use Excel flexibility while maintaining a direct connection to Acumatica data.