Calxa Help Center
Go to Calxa
Go to Calxa
All Collections
Reports
Reports
Mick Devine avatarShem Bogusz avatarSandra McCarthy avatar
By Mick and 2 others3 authors40 articles

Report Builder


Select a Report Template
Preview and Export a Report
Set Report Criteria
Date Selection
Shrink Report Rows
Sorting Business Units by Performance
Report on Different Year End Periods
Troubleshooting - Balance Sheet out of Balance

Report Bundles


Create a Bundle
Edit a Bundle - Basics
Run a Bundle
Add a Report to a Bundle
Group and Organise Report Bundles
Edit a Bundle - Actions on an Individual Report
Edit a Bundle - Actions on a Total Bundle
Add a Dashboard to a Bundle
Add a PDF to a Bundle
Add a Document to a Bundle
Bundle Optimised for Export to Excel
NZ Charity Reporting

Business Unit Reports


Business Unit Configuration
Report on Business Units
Business Unit Trees

Account Trees


Account Tree: Create Structure
Account Tree: Mapping Accounts
Account Tree: Edit Structure
Account Tree: Export & Import
Hide Non-Cash Accounts
Balance Sheet as Assets = Liability + Equity

Consolidate Multiple Organisations


Consolidate Multiple Organisations
Organisation Groups
Elimination Entries for Consolidations
Currencies & Exchange Rates
Supported Currencies

KPIs


KPI Builder
KPI Reporting
Account Groups

Published Reports


Publish your Reports
View Published Reports
Manage Folders
Calxa Help Center
  • Status Page
  • Getting Started
  • Contact Us
  • Facebook
  • Twitter
  • LinkedIn