Report Description

Similar to the default Account Trend Stacked Bar Chart except shown as separate bars instead of stacked.

  • Displays the breakdown of a selected group of accounts in monthly columns.


Account Trends Bar Chart

Note: The purpose of all the articles in this group is to share custom report templates that other users from the Calxa community have created.

If you have a customisation you would like to share please email helpme@calxa.com and we'll consider sharing it here.


Use this Custom Template

  1. Download this custom report template.

  2. Then Import the Custom Template to your workspace.

Special Requirements

Account Tree

An Account Tree is used to group the required accounts into the bars that will be displayed on the chart. In the example shown in this help article the Account Tree has 3 different header accounts to group revenue into 3 different bars for each period.

See Account Tree: Header & Detail Accounts for help with this.

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