Flex Add-in in Excel for Vivid Reports

Note: We do not support Flex or Vivid Reports, however, there may be times when a customer is experiencing an issue with the Flex Astute Add-in within Excel, specifically when it is no longer available. The steps below are a quick way to re-establish the add-in. 

Description of Issue: 

The Flex add-in within Excel for Flex Reports in Sedona is no longer available. It said that the Microsoft Office 365 expired and to login and resubscribe. When I log back in, Flex is no longer available.

Fixes:

As advised from Astute:

If Excel is open, close Excel.

Click on Vivid Reports icon on desktop. 

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After clicking on the Vivid Reports icon, a message window will appear stating “The Vivid Reports Flex toolbar will be added the next time Excel is started. Click ok.

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Open Excel again.

The Flex toolbar should be available.

If the steps above did not re-establish the Flex add-in for Excel, you will need to contact Astute. You can contact Jim Lee at Astute for Flex support at jim@astutefinancial.biz

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