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Velixo Reports for ...
Refreshing the Data...
 
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Questions Refreshing the Data with Up-to-Date Numbers

 
Velixo Reports for Excel and Acumatica (Financial Report Writer)
Last Post by piggy 8 years ago
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piggy
Posts: 36
 piggy
Topic starter
November 19, 2017 10:08 pm
(@piggy)
Trusted Member
Joined: 9 years ago

I created a report with Velixo Reports, but now I want to refresh it with up-to-date numbers. How do I do that?


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Tim Rodman
Posts: 3195
 Tim Rodman
Admin
November 19, 2017 10:14 pm
(@timrodman)
Famed Member
Joined: 10 years ago

Hi Piggy,

You just need to go to the Acumatica menu on the Excel ribbon and click the Refresh All button like this:

 

The numbers will all show #N/A while they are recalculating like this (it should only take a few seconds normally):

 

When everything is finished refreshing, you should see numbers again. Except this time, they will be up-to-date, even including any journal entries that you released/posted a couple of minutes ago:


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piggy
Posts: 36
 piggy
Topic starter
November 19, 2017 10:15 pm
(@piggy)
Trusted Member
Joined: 9 years ago

Very nice. I just made a journal entry, clicked the Refresh All button, and my numbers were updated with the effect of the journal entry!


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Tim Rodman reacted
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