Calxa has over 160 Report Templates to choose from, so it can be useful to be able to reduce the number of reports on display in the Builder Template Select screen to find what you need.

Start typing to search - type Budget and it will filter by reports with Budget in the name or description, click the X to clear
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Use the terminology below to assist your search for reports with columns that include:

Annual Budget – gives the Budget version Annual Total

Budget vs – Options for reporting your new budget year compared to previous actuals, budgets or both

Budget Analysis – Actuals compared to Budget with $ and % Variances

Calendar Year or Financial Year for report period

Full Year – reports the Full Year Forecast / Budget Value

Last Year – compare to the same period in the prior year

Next Month – Reports Budget value for the month following the Report Month

P&L – For Profit and Loss

P&L With Last Year – P&L Statement Actual values only

Prior Periods – report actuals vs prior periods of actuals with Variances

Reforecast Unspent – Uses budget values for the year, actuals YTD and recalculates proportionally what you need to achieve to meet the original budget values.

Unspent – shows the amount of annual budget that remains as unspent

% Variance – includes a column with the variance as a % of the Budgeted amount

% Sales – Account lines as a % of the total income for the period
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