To print your Profit & Loss budget by month in Calxa, you will go to the Reports -> Builder screen and run the P&L with Projected Total (12 Months) report.
The report should be in the top row of your Builder screen, if not type
P&L with Projected Total (12 Months) into the Search bar on the Builder screen.
You will see the tile for this report in the in the search results. Click on the picture of the report to open it in the Builder.
Set the report criteria at left
First, select the organisation or group you want to report on from the drop-down
Select the Business Units / Budget & Scenario Versions / Account Tree
Update the Report Period to This Financial Year Budget or Start Next Financial Year, whichever is appropriate for you
There are more period range options available via the drop-down menu below
Note: If you'd like to print a report that includes Next Year's Budget by month versus This Year's Actuals or Forecast, you can instead use the P&L vs Last Year Actual/Forecast (12 Months) report template. Click here for a few notes on how to set report criteria with this report.
Set the Report month in the Orange Banner, to a month within the year's budget you want to print.
For example, to print a budget spanning from Jul 2024 - Jun 2025, set your report month to any month within this year, such as Jun 2025
Set the rest of the report criteria as desired, then click the Refresh Report button overlaying the report preview, or click the Refresh button in the grey bar above the preview window
To export the budget report to PDF, Excel or another format, click on the Export button
To print the budget report, click on the Print button.
