Improved: Report Builder (Template Select)
This is the first in a series of changes that are coming to the overall reporting experience in Calxa. In this release we've added an all-new template select layout, designed to make finding reports easier.
The new layout will load by default, but you can still switch to the classic experience while you're getting used to things. Here's what's new and improved.
Grouping: High level classifications on all reports as Profit & Loss, Balance Sheet, Cashflow and Charts. You told us that just makes sense.
Search and filters: Improved search results by key search terms and simplified filters.
Sorting: Sort by recommended or popularity so you can quickly see suggested reports at the top or what's most popular among all Calxa users.
Favourites: Click the star to save templates for easy access from your personal favourites folder.
Previews: Popup report preview so you can quickly see what a report looks like before generating a full report.
Calxa recommends: Perfect to find reports for specific topics like 3-Way Forecast or Consolidations.
Check out the help article and video for more details.