Calxa allows you to report on business units (i.e. jobs, tracking categories, cost centres, programs). You can display a detailed business unit view, a consolidated view, or both depending on the level of reporting you want.

The video and help note below will show you how to create, edit and save Business Unit Trees, that you will then use to Report on Business Units.



New Business Unit Tree

  1. Navigate to Reports -> Report Tools -> Business Unit Trees.

  2. From the Selected tree dropdown choose Create new tree.

  3. Enter a tree name then click CREATE TREE.

  4. Edit the tree as per extra steps below and SAVE CHANGES.


    Note: You can optionally select the Load tree from accounting system which will create the new tree including all active business units and any headers that existing in the business units from your accounting system.


    Create new Business Unit Tree

Create Hierarchy with Headers

  1. Click the ADD HEADER button.

    1. Number: used for ordering the list.

    2. Name: used for display in reports.

    3. Location: used to build the hierarchy.

  2. Enter the details above and select ADD HEADER.

    Create hierarchy with headers

Add Business Units to the Tree

  1. Select the Category you want to allocate business units from.

  2. Toggle Shared business units on or off.

    Shared business units are units that are identically numbered and named in more the one organisation. Using the shared option allows you to allocate from multiple organisations in one step.

  3. Tick checkboxes on the business units you’d like to add to one location.

  4. Click MOVE TO TREE and choose a target location.

    Move business unit to tree

Choose Consolidation Settings

  1. Click the consolidation icon at the business unit tree heading and select the desired consolidation option.

    1. Consolidated: creates a consolidated total or all units below this header.

    2. Detail: displays the detail of the business units allocated below this header.

    3. Detail & Consolidated: creates a consolidated total and also displays the detail of the business units below this header.

  2. Repeat for each header as required.



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