Questions Refreshing the Data with Up-to-Date Numbers
I created a report with Velixo Reports, but now I want to refresh it with up-to-date numbers. How do I do that?
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:
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!