Calxa

Dynamic Template Builder

Managing your Templates using Folders and Actions in the Template Select Screen

Dynamic Template Management

Options for the Account Column in Dynamic Templates

Dynamic Template: Account Column

Add a column to your template for Actuals data

Dynamic Template: Actual or Forecast Column

Add a column to your template for Budget data

Dynamic Template: Budget Column

Add a column that calculates a variance between two other columns in your Report

Dynamic Template: Variance Column

Customise the Report Header in your Dynamic Template

Dynamic Template: Report Header

The main report settings in the Builder screen to populate your report data.

Dynamic Template: Report Criteria

Sandra McCarthy

Dynamic Templates

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