Report Styles

Create style sets to define colours, font and logo to use in your reports.

Shem Bogusz avatar
Written by Shem Bogusz
Updated over a week ago

Use Report Styles to change the appearance of your reports and charts. Set primary colours, your preferred font and optionally add a company logo. You can define multiple style sets, depending on your requirements and set a default style to apply to reports globally or choose individual styles for each report saved in your bundle.

  1. Browse to Reports -> Report Tools -> Report Styles

    Report Styles Menu

  2. Click New style to define a new style

    1. Use the Set default option to use this style as the default on all reports.

  3. Set the Style Properties (see notes below for details) and SAVE CHANGES

  4. Now in each report when defining the Report Criteria navigate to Display Settings and choose the Report style.

Style Properties

Set the following style properties to quickly and easily adjust the look and feel of your reports in Calxa.

Logo (optional)

When a logo is added the Report Header titles will become left aligned with the logo inserted and right aligned.

Note: 💬 For best results in reports we recommend adding images with a minimum width of 200px and an aspect ratio between 1:1 (square) and 2:1 (up to 2 times wider than height).

Primary font

Changing the Primary font will update all headings and values in the report and charts to use the chosen font.

Primary and Secondary colour

Column headings and total underlines will be updated to use these colours.

Chart palette

Charts in Calxa use a series of 10 colours. You can choose from one of our predefined palettes or choose Custom to create your own palette of 10 colours.

Note: 💬 If you're using a Report Style on the Break Even Analysis Chart we recommend setting the (3rd & 7th) and (5th & 8th) colours the same. This ensures the relevant lines and dots for Total Income and Total Costs are colour coded the same.

Advanced settings

If you require more advanced customisation you can define a Custom Report Header and Footer. This allows you to make more advanced customisations to these common report elements and apply them globally rather than customising individual templates.

Warning:⚠️custom headers and footers are defined for a standard A4 Portrait page and then dynamically resized to fit other page sizes and layouts. This resizing behaviour will cause merged cells when exported to Excel.

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