Calxa has an extensive range of reporting templates. You can choose from standard financial statements to the more complex cost centre reports. When you first start, you can filter the library using the left menu:
All Templates
Recently Used - reports that have recently been run
Favourites - Click the Star to reports you like to add them to the Favourites
Profit & Loss
Balance Sheet
Cashflow
Charts
Transactions
Calxa Recommends - additional options under this list
Note:
All reports support multiple entity consolidations (where sensible).
Get Started with the Report Builder
Follow these steps to familiarise yourself with our report template library:
Set the reporting parameters:
Now Preview a Report
Business Unit Reporting
To report on your cost centres, divisions, projects or programs use Report on Business Units to guide you. This will show you how to leverage your accounting system using jobs, tracking categories or customers/classes/locations.
Multiple Company Reporting
There are a few more steps to take to consolidate your companies and report at a consolidated level. This help note Consolidate Multiple Organisations will walk you through the process.
Re-Group Account Structure
To re-order or summarise your chart of accounts, create Account Trees. You can then add the account tree to your report.
Tip 💡Before you run reports, make sure you are working with the latest data from your accounting system. You can manually sync an organisation actuals at any time before running reports.
Now go to Step 3.