Velixo reports can typically be opened for viewing within any installation of Excel (even when Velixo Reports is not installed). As soon as we try to make a change, however, Excel will recalculate and - if Velixo is not installed - will display #NAME? in any cell containing a Velixo function.
Similarly, if our report includes any of Excel's volatile functions [ such as =TODAY() ], Excel always recalculates the workbook as soon as it is opened (presenting the same #NAME? issue).
There are two options available to us for sharing our Velixo reports without requiring the viewer to have Velixo installed:
Using the Copy Workbook without Formulas button on the Acumatica ribbon, we can create an Excel copy of our report, in which all Velixo function calls are replaced by the values they return.
We can then send the copy to anyone who, in turn, can then make changes and recalculate the workbook, even though they do not have Velixo installed.
If we need to share our report on a regular basis or to multiple people, we can use Velixo's Distribution List feature. This allows us to make copies of the entire report or individual sheets (in either Excel or PDF format) and even automatically email the copies, if desired.