Get Started with Pre-Configured Templates
Reporting in Calxa is based on our 160+ preconfigured Report Templates, the basic flow for this is:
Use these terms to Search in the Builder screen
Click the Eye symbol for a quick view of the report
If there is a Down arrow, click for preset rather than Dynamic columns
Data Source
Report Periods
Row Data
Display Settings
Save to a Bundle
Save as PDF
Export to Excel
Business Unit Reporting
To report on your cost centres, divisions, projects or programs use Report on Business Units to guide you. This will show you how to leverage your accounting system using jobs, projects, tracking categories or customers/classes/locations. You can also build Business Unit Trees to report on predefined groups of Business units.
Multiple Company Reporting
There are a few more steps to take to consolidate your companies and report at a consolidated level. This help note Consolidate Multiple Organisations will walk you through the process.
Re-Group Account Structure
To re-order or summarise your chart of accounts, create Account Trees. You can then add the account tree to your report. You can also used the ADVANCED setting in Row Data to include Business Units as Rows for Income for example
Dynamic Templates
This gives you the option to design your own tailored reports and configure Actual, Budget and Variance columns as you need them. Each column can be set to have it's own Period and Business Unit configuration, or if preferred it can be constructed to run off the General Settings in the Report Builder screen.
Legacy Designer Templates
If you have existing templates that have been configured in the Legacy designer, select from the Legacy Templates section of the Report > Builder screen. Please note for new tailored reports we recommend using the Dynamic Report Builder for ease.