Calxa

Introduction to the Report Template Library in Calxa

Guide to Calxa Reports

Shem Bogusz

Mick Devine

Learn how to work with reports in Calxa to get the business intelligence you need

FP&A - Reporting

How to filter the Template Select screen to search for columns you require in your report.

Select a Report Template

Review a report after setting the criteria, and export or save to a Bundle

Preview and Export or Print a Report

Filter your report to get the information you want

Set Report Criteria

Set date criteria to dynamically provide the correct ranges in your report bundles this month, next month and next year.

Date Selection (Report periods)

Shrink Report Rows is a simple display settings that allows you to condense Calxa reports by shrinking all row heights.

Shrink Report Rows

Rank your departments or projects the way you want them

Sorting Business Units by Performance

Use this simple trick to report using a different financial year end to your accounting data.

Report on Different Year End Periods

Tips to help if you find your Balance Sheet doesn't balance

Troubleshooting - Balance Sheet out of Balance

The account transactions report displays transactions recorded for selected accounts and business units.

Account Transactions

Configuring Aged Receivables and Aged Payables reports and charts.

AR / AP Reports & Charts

Using the Custom date configuration when predefined options don't cover your requirements

Custom Date Selection

How to access the Legacy Template Designer and update your custom reports.

Legacy Designer Templates

Find, filter and bundle the reports you need

Report Builder

Values in Calxa are different to the Accounting System, Calxa is out of balance with the Accounting System

Why are the actuals in Calxa different to my accounting system?

Budget column is reporting a Nil value?

Balance Sheet is out of Balance?

Can a 3-Way Forecast be run for more than 12 months?

Can I include actuals in my Cashflow Forecast Report?

Can I just show Income and Cost of Sales on a report?

How can I report on budget for 4 years?

Reporting on two different budget versions in Preconfigured reports

How can I compare two budget versions?

How can I include Actuals in my 3-Way Forecast?

How can I increase the Font size in Reports?

How can I show Expenses as a % of Gross Profit?

How do I change the title of my Report?

How do I find the report I used before?

How do I further customise a Legacy Template?

How do I report for a period that is either shorter or longer than a Financial Year?

Add or change the Logo or colours in your report style

How do I update Logo and Corporate colours in reports?

I run my Xero reports on a Cash Basis, how do I do that in Calxa?

Is there a way of producing one report that combines two organisations?

Reporting in a currency different to the Accounting File currency?

Transaction Report data sorting by accounts?

What is the best way to report on 3 entities with different Chart of Accounts?

Scenarios are layers you add to existing Budgets and can be selected in the Report Builder Screen or on the Dashboard Screen

How do I analyse Scenarios in Reports and Dashboards

Forecast figures are drawn from the Budget that is referred to in your Report settings.

How do I edit Forecast figures in a Report?

Improving Report presentation to a Vision Impaired User by removing background shading

Optimising Reports for a Vision Impaired User

AR / AP Reports and Charts only run for Integrations that import transactions into Calxa

Why does the AR / AP report not generate?

Quick reference for settings specific to the Accounts Receivable and Accounts Payable Reports and Charts

AR / AP Report Settings

How to run a report week by week, one weeks data only

Can I report on a Weekly Basis?

How are income and expense amounts reported in the Cashflow Statement with regard to GST?

GST in Cashflow Statement Reports

Year End Adjustment Transaction reporting.

MYOB 13th Period Transactions

If you need some one on one support time to resolve something.

Book a Support Session

Screen resolution may be affecting the display of controls for Calxa

How can I navigate away from or close a report in Calxa?

Sometimes it is necessary to export a report to a spreadsheet like Excel. This can easily be done in Calxa.

Exporting Reports to Excel

The Account Tree setting has moved to the Row data section in Report Settings

Account Tree setting in Row Data

Report FAQs

Quick tips to help you find the template that you need for your report.

Reporting - Find the template you need

Helping you to find a Template for your reporting requirements.

Which report do I use?

How can I Report Actuals & Budget on a Quarterly basis?

How can I report monthly values, with just Actuals?

Is there a list of standard Calxa Reports as a starting point?

Is there a Report Template for Annual Actual vs Budget only?

Understanding the Balance Sheet - Actual vs Budget Report Template

Balance Sheet - Actual vs Budget Report

Cashflow Forecast or Bank Movement?

Template Selection

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

Use a calculation column to build custom formulas that reference data from existing report columns

Dynamic Template: Calculation Column

Construct templates that group columns of data, set to the same Date Range

Dynamic Template: Group by Date Range

Using the Repeating Multi-Periods within Dynamic Templates

Dynamic Template: Repeating Multi-Period

Dynamic Template where you can compare your Business Units or Organisations by columns

Dynamic Template: Multi-Column Business Unit or Organisation

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

Dynamic Report Builder has the option to change column widths to fit to A4

Dynamic Template: Fit a Report to Portrait

Set up a template to compare the results of different Budget versions

Dynamic Template: Compare Multiple Budget Versions

Including Traffic Light symbols in conjunction with a Variance or Calculated column in a Dynamic Template

Dynamic Template: Traffic Light Variance Reporting

You have built your new Dynamic Template and then when you run the report the values are not correct!

Dynamic Template: Report Values are incorrect

Dynamic Templates

Create a complete management reporting package containing your monthly reports, cover pages, notes and other rich text documents.

Create a Bundle

Display a bundle of reports to preview the contents.

Run a Bundle

How to make changes to your report bundles.

Edit a Bundle

Make changes to a report after it's added to a bundle

Edit Items in a Bundle

A guide to grouping and organising your report bundles.

Group and Organise Report Bundles

You can add any report to a bundle and save all the settings

Save a Report to a Bundle

Add a dashboard with multiple charts and data visualisations as a single page snapshot to your report bundles.

Add a Dashboard to a Bundle

Add a cover page or put notes on the end of a report

Add a Document to a Bundle

Import external data to enhance your report pack

Add a PDF to a Bundle

A report bundle setting that ensures each report is exported to Excel as a single worksheet per report.

Bundle Optimised for Export to Excel

Produce a template for Tier 3 or Tier 4 reporting. This will give you a starting point for your annual reports

NZ Charity Reporting

If you export your Bundle of reports to Excel, this Macro can assist by naming the sheet tabs for you.

Excel Macro to name Sheet Tabs

Save time by saving your reports to a bundle to use again and again

Report Bundles

Best Practice for bundles exported to Excel

How do I create a new Bundle of Reports?

How do I identify the underlying criteria for a Report in a Bundle?

How to Export a Report Bundle to Excel, with one tab per report?

Why does the Pie Chart not generate from the Bundle?

When you want to add to an existing Bundle, create the new report first and then SAVE.

How can I add another report to a Bundle?

Copy a Report Bundle

How to update your existing report/s to include a Scenario

Add a Scenario to a Report in a Bundle

Bundle FAQs

Define the business units and combinations you will use in Calxa.

Business Unit Configuration

Learn how to filter reports by Cost Centres, Projects, Departments or any other type of Business Unit.

Report on Business Units

Create a hierarchy of your organisations, departments, projects or jobs and report detail and consolidated across all your entities.

Business Unit Trees

Reporting on the sum of all combinations does not equal the organisation total

Troubleshooting - Business Unit Combination Reports

Export your business unit tree for backups or importing bulk edits from excel.

Business Unit Tree: Export & Import

Show your organisation's Net Profit by Business Units as rows, rather than Accounts.

Net Profit by Business Unit

Advanced settings for Row Data in the Report Builder screen

Row Data - Advanced

Report on departments, projects or cost centres

Business Unit Reports

Can I group 2 (or more) projects in my report?

How can I report on a Job or Tracking Category?

How do I add a new combination to a Business Unit Tree?

Reporting on sections of the Organisation or Group

How do I choose a group of Business Units for a Report?

How can I include a Capital Cost in a Business Unit report?

Why are old business units not showing?

Business Unit Trees work as a Filter for your reports

Why does my Report contain Inactive Business Units with Nil Values?

Present a report based on the Business Units being rows rather than the Accounts

Report on Business Units as Rows

Business Unit FAQs

Re-arrange and summarise your accounts to get the structure you need. Create headers for structure and add calculations and KPIs rows.

Account Tree: Create Structure

Map your chart of accounts to the Account Tree structure of headers and sub-headers you've created for different reporting layouts.

Account Tree: Mapping Accounts

Edit your existing account tree structure and remap already allocated accounts to new locations.

Account Tree: Edit Structure

Export your account tree for backup or additional editing in Excel and import to the same or another workspace.

Account Tree: Export & Import

Use an Account Tree to group your non-cash accounts together in a Summary Only row, which will be suppressed as a zero value.

FP&A - Reporting

Articles

Collections