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Metrics Export

Written by Mick Devine

Metrics in Calxa provide a way to add additional data beyond your financial chart of accounts. In additional to manually adding Metrics you can Import Metrics from a spreadsheet. In this help article we'll look at exporting them to Excel or CSV files where you can edit further and re-import.


  1. Navigate to Budgets & Cashflow -> Budgets & Actuals -> Budget Tools -> Export.
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  2. Select your Organisation from the Selected Organisation dropdown.
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  3. Select the Data source to export, Actuals, Budgets or Scenarios, click the drop down arrows to view and select the required version, as well as the required Business Units.
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  4. Choose Metrics as the Amount Type.
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    Metrics Export

  5. Set additional options as required including the period range, and click EXPORT.

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