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Add a Document to a Bundle
Add a Document to a Bundle

Add a cover page or put notes on the end of a report

Mick Devine avatar
Written by Mick Devine
Updated over 9 months ago

Calxa allows you to insert a full page rich text format (RTF) document into your bundle and/or merge rich text content into the header or footer of a report in a bundle.

You might use a full page document to create Cover Pages, Executive Summaries and Disclaimers or to include other external reports and charts. Merging rich text with reports allows you to add commentary to your reports or simply customise the look and feel with a custom header.

With Calxa report bundles and the rich text editor you can create complete management report packages delivered straight out of Calxa.

Contents

Add a Document

  1. Browse to Reports -> Bundles and select the bundle you'd like to add a document to from the left hand navigation.
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  2. Click ADD A DOCUMENT, enter the document properties and click CREATE DOCUMENT.
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  3. Drag and Drop to position document in required position.
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Document Merge types

Full Page
The Full Page merge type enables you to insert a single or multi-page document into your bundle. You might use this merge type to create the following kinds of documents: Cover Page, Table of Contents, Executive Summary, Disclaimers, externally generated reports or charts.
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​Previous Footer
This merge type allows you to insert snippets of rich text into the previous report. The rich text is inserted directly after the report body but before the footer. Examples of where you might use this merge type are footnotes and variance explanations.
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​Next Header
The Next Header merge type allows you to insert bits of rich text into the header of the next report. The rich text is inserted directly into the top of the report above the report title. You might use this merge type to insert the following types of text: custom report header, report description, disclaimer.
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Warning: ⚠️ When using Previous Footer ensure there is a report before the document in the bundle item order. When using Next Header ensure there is a report after the document in the bundle item order. Otherwise the document merge will fail.

Edit Document

  1. Find the document you want to edit in the bundle items list.
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  2. Click the 3 dots menu and select Edit document.
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Edit document content and select File -> Save.
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Edit document in bundle


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Merge Fields

When editing the content of a document you can add some placeholder text that will be converted to a dynamic value when you run the bundle. The following merge fields are supported.

Merge Field

Description

{{Report Month}}

Report Month used to generate the bundle. eg. April 2023

{{Financial Year}}

The financial year that the Report Month is in. eg. 2022-2023

{{Financial Year End}}

The financial year end that the Report Month is in. eg. 2023

{{Table of Contents}}

Inserts a list of reports included in the bundle.

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