In order to facilitate automation with Report Bundles and Workflows, all report periods in Calxa are set as relative dates to your reporting month. This article explains in detail how to configure report periods in Calxa reports.
Note: 💬 for help with the remaining report criteria see the Set Report Criteria help article.
Report Month
This is the primary date selection in the Orange Ribbon, and whether you are running a bundle or an individual report, set this first. Later when you set the report criteria the dates will be relative to this Report Month selection. In most cases, this will be the last full calendar month.
Report Periods (Report criteria)
There are three different period criteria's in Calxa, to cover the different report types.
Tip: 💡In all cases the options selected below will be relative to the Report Month described above.
Period Range
This criteria is used for reports that support custom date ranges with specific Start and End dates.
Use one of the predefined selections for the most common date ranges or select Custom to define other ranges.
Report Period
This criteria is used by reports types such as Balance Sheet that require a single period only, or for reports that contain multiple period ranges such as Month and YTD in the same layout.
Use Report Month to match the setting in the orange banner or select Custom to define another period.
Multi-Period
This criteria is used by reports that have multiple consecutive Monthly / Quarterly or Yearly periods.
Update the following properties to define the consecutive periods
Period type: select if you want Monthly, Quarterly or Yearly values
Start period: select a predefined selection for most common start periods or use Custom to define another period
End period: contains two options to define where the consecutive periods end
End period: select a predefined selection for most common end periods or use Custom to define another period
Number of periods: set a number of periods such as 12 months, 8 quarters or 5 Years
Preset Templates
Older versions of the Calxa reports used Preset Templates where the number of periods was defined. If you need to use one of these reports, they can be accessed from the Builder Screen, Click the drop down arrow from the Tile and select the defined option you require. These reports are optimised for printing, if that is required.