The report criteria section allows you to set filters to suit your organisation's reporting requirements. Details on the specific types of report criteria are discussed below.

Please refer to Select a Report Template and Preview a Report for further details about the Builder.

After you select your report template or configure a report from a bundle the report preview is loaded with the criteria on the left-hand side.

Each element of the Report Criteria will be discussed below.

Select the Organisation or Organisation Group for consolidated entities from the first dropdown.

Calxa allows you to report on one or more business units such as jobs, tracking categories or cost centres. Select the Business Units to report on from this dropdown.

Calxa allows you to create multiple budget and scenario versions, and you can report on any combination of these versions.

Select the Budget Version from the dropdown, then select the Scenarios you would like to include in the report. Scenarios are indicated by the number of scenarios selected in each case.

Account Trees provide flexibility in your reporting layout by allowing you to map your existing accounts to different saved views and add additional details like sub-totals and KPI rows. Select the Account Tree you would like to use from this dropdown.

All report periods are relative to the Report Month so you must first set the Report Month. Generally, this will be the last actual period you wish to report up to or start forecasting from.

Step 2 - Select Report Periods

Use one of the predefined selections or select Custom to create your own custom report period selection.

Report filters vary greatly by what report or chart template you are using. Below are some of the most common report filters.

Reports that contain toggles for Show accounts and Show KPIs have 2 separate sub reports. One for the P&L or Balance Sheet layout and then a separate section to list KPIs. You can optionally turn these sections on and off with the toggles.

Sometimes shown in report criteria as Account Level this determines the level of account detail to display in the resulting report. A lower number means less detail, while a higher number means more detail.

When Show KPIs is turned on you can configure which KPIs to include in the report.

Check which account types to include in the report.

Some report templates provide options for variance reporting. This is a tool that can help you quickly identify variances larger than a defined $ or % value.

Toggle Show variance exceptions, to the green position to enable variance exceptions.

Highlighting exceptions includes all accounts in the report but highlights accounts with variances greater than the configured $ and/or % variance.

Reporting on exceptions only results result in a report that only shows accounts with variances greater than the configured $ and/or % variance.

Show account numbers – When the toggle is green account numbers will be displayed in the report. Click on the toggle to enable (green) or disable (grey).

Show zero values ($0) – When enabled the report will display rows that contain all zero’s.

Show reporting criteria – When selected the report criteria will be displayed, including information such as the business units, budget version, account tree and account types used.

Footer – This contains custom text that will be displayed in the report footer.

Report style - changes the header and footer plus colours and logo to you own custom style. browse to Report Tools -> Report Styles to configure a custom report style.