New: Dynamic Report Builder
Added Dynamic Report Templates for Profit & Loss and Balance Sheet layouts. Insert Actual, Budget and Variance columns and reorder them with drag‑and‑drop. Each column supports custom period ranges and data sources for maximum flexibility.
Added number formatting options, allowing values to be displayed in thousands or millions and decimals to be set directly in report criteria.
Enabled Balance Sheet by Business Unit, allowing dynamic Balance Sheet templates to be filtered by business unit.
Updated subtotals so account tree totals now appear at the bottom by default, with an option to keep the Calxa original for a more condensed layout.
Added traffic‑light indicators for variance columns, with configurable colours and icons managed through Report Styles.
Coming Soon
More dynamic template enhancements are arriving in March 2026, including:
Grouped columns with shared period ranges, displaying a single group header with Actual, Budget and Variance sub‑columns.
Multi‑period groups, repeating column sets monthly, bi‑monthly, quarterly, half‑yearly or yearly.
Business unit comparison groups, repeating column sets for selected business units to create side‑by‑side comparison reports.
Getting Help
The new Dynamic Builder includes a wide range of features, and we’ve published updated help material to guide you through template creation and configuration:
