The Budget column should be used to include budget amounts in the report. The Data Source settings determine the Budget Version which can either be fixed in this setting, or linked and chosen from the Report criteria when running the report.
Please note the Report Criteria only has the option to choose one Budget version, so if you want to include multiple budgets, alternative columns will need to have specific criteria set here.
TIP 💡Dynamic Placeholders: Typing the forward slash "/ "
opens a dropdown of available dynamic values you can insert into any cell in the builder.
Column Criteria
Group header & Column Header
Text field that represents the group header, choose from the following options in the Dynamic Placeholders, by default these are set to Period Range and Value Type respectively. Information below the cell will show how the current selection will display.
Period Range: represents the specific period range that is defined by Period Range Setting below
Value Type: Budget
Budget version: Shows the name of the selected budget version
Business Unit: Shows the Business Unit / Tree selected
Alternatively you can Type directly in the cell to use your own terminology, with or without a merge field.
Column type indicates the type of column selected in +ADD COLUMN
Period range
The period range determines the date range that will be used in the period amount calculation, choose the setting from the dropdown list available or set a Custom range. The information panel below will show the actual dates the column will report.
See Date Selection (Report periods) for help with using Custom ranges.
Data source
Each of the Data Source settings have the default of Link to report criteria as the Default setting. When this default option is selected, we'll simply use the report criteria options to calculate the columns data. Alternatively, an override can be applied, and the column will then only use the specified criteria.
Organisation
Organisation dropdown with list of organisations and consolidated groups.
Business Unit
Business unit dropdown with list of business units and business unit trees.
Budget Version
Budget version dropdown with a list of budget versions based on the selected organisation.
Tip 💡Use multiple budget columns with overrides set on the Budget Version to produce reports comparing multiple budget versions.
Appearance
Group header
Select Radio button as required:
Primary colour
Sets the background colour as per the Report Styles primary colour
Secondary colour
Sets the background colour as per the Report Styles secondary colour
Column
Toggle: Background shading
Off (default): No background shading
On (Green toggle): Background shading on the column header as well as the detail rows. This replicates the shading in the Calxa Preconfigured reports, where Actual Values have a grey background.
Minimum width (default: 175)
Defaults to a value of 175, as the minimum width of this column. When the report is generated it may grow larger to fit all columns neatly to an A4 Portrait, A4 Landscape, or A3 Landscape page. Once the total of all minimum column widths exceeds an A3 Landscape width, the page sizes are no longer standard and simply grow to fit the required columns.
Apply negative text colour
Check this box to have negative numbers displayed in red or a custom colour as defined in the Report Style. Untick to report as Black text only.