Legacy Templates
Templates that have previously been customised in Calxa, and are currently in use by your organisation, will be accessible through the
Reports > Builder Screen under Legacy Templates.
TIP 💡If you have Legacy Templates that have previously been customised, but have not recently been used, you may need to turn this option on for your Workspace.
Turn on Legacy Templates in Workspace Settings
Navigate in Calxa to:
Settings > Billing & Admin > Manage Organisations
This will push out to a new window in your browser
From this Admin screen, select Workspaces in the left menu
Choose the Workspace you wish to enable the Legacy Templates for
Click the overflow menu ...
Select Edit Properties
In Edit Workspace properties dialogue box
Tick the box to Enable legacy report designer
SAVE PROPERTIES
You can the either click BACK TO APP in the top ribbon, or go back on your browser to the previous tab.
