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.

This help note outlines how to edit and insert documents into bundles. For general help on using bundles please refer to the help notes Run a Bundle and Create a Bundle.

To add a document go to the Bundles screen, as described in the Run a Bundle help note, then select the bundle you want to work in.

Click on the Add a Document button. This is just underneath the bundle name.

  1. You will first be prompted to create your new document. Here you'll set the document name, then select the merge type from the drop-down and click Create Document.

    Please see the Merge Types section below for more details on the 3 options (full page, next header, previous footer).

    The following properties may also be edited if the Full Page Merge mode is selected.

    • Page Size
      You may insert an A4 or A3 page. Most Calxa reports are designed on an A4 page but some larger reports are A3.

    • Orientation
      Orientation of the page: Portrait or Landscape.

    • Margins
      Set the Left/Right and Top/Bottom page margins.

  2. The new document will be added to the bottom of the list of items in your bundle. The document editor does not automatically open up for you currently, but it will in future.

    To open the document for editing click on the ellipsis next to the document name and select Edit Document.

    Note you can also choose to edit the document properties (such as merge type) and delete the document from the bundle via this menu.

  3. The document editor will open in a separate pop-up window. You can expand it out to a full browser window by clicking the button shown below.

  4. Note the editor view currently defaults to the File menu. Click on the Home menu to see the main toolbar.

    If you have a preferred document editor that you would like to use such as Word you can copy and paste the content directly from your preferred editor into the Calxa editor, however as you can see from the screenshot above, Calxa does provide a familiar ribbon style document editor that supports saved styles.

  5. Go back to the File menu to save the changes you made to your document before closing it.

  6. Merge types - The 3 document merge types are described below.

    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.

    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.

    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.

    Note: It is important to pay attention to the document order within the bundle to ensure that your notes appear on the correct report when using Previous Footer and Next Header.

  7. For details on running individual reports, including how to set criteria for bundled reports, please refer to the help notes Select a Report Template, Set Report Criteria, and Preview a Report.

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