Skip to main content

Comparison Reports - Add another column

Expanding your Report to include additional Organisations or Business Units

Sandra McCarthy avatar
Written by Sandra McCarthy
Updated over a week ago

If you already have a Comparison Report in your Bundle and would like to include either additional organisation/s or business unit/s.

Additional Organisation

  • Add the Organisation to Calxa

  • Update the Organisation Group to include the new organisation

  • Run the report to check if the report automatically includes the new organisation

Additional Business Unit

  • Check that the new Business Unit is available in Calxa, if it has just been added you may need to run a Sync to bring that through

  • Update the Business Unit Tree the report is using to include the new Business Unit

  • Run the report to check if the report automatically includes the new Business Unit

If the Report does not update automatically

It is most likely that your report is using a legacy template, and you will need to construct the report again in Calxa on the new dynamic template:

Navigate to Reports > Report Builder > Select your Comparison Template:

  • P&L Comparison (Multi-Column)

  • Balance Sheet Comparison (Multi-Column)

  • Cashflow Forecast Comparison (Multi-Column)

  • Trial Balance Comparison (Multi-Column)

Update the settings in the Builder screen and refresh the screen to review the report. Once you have updated to the new dynamic template, Calxa will automatically report based on the Organisation Group or Business Unit Tree selected.

Once this is all correct, you can then SAVE to your report Bundle.

The new report will add to the bottom of the list in the Bundle, either remove or toggle off the old report and the drag the new one/s into position using the up/down arrows on the left of each new report tile.

Did this answer your question?