Reports

Troubleshooting - Balance Sheet out of Balance

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

Written by Sandra McCarthy
Updated over a week ago

Select a Report Template

Written by Mick Devine
Updated over a week ago

Preview a Report

Written by Mick Devine
Updated over a week ago

Set Report Criteria

Written by Mick Devine
Updated over a week ago

Date Selection

Written by Mick Devine
Updated over a week ago

Sorting Business Units by Performance

Written by Mick Devine
Updated over a week ago

Create a Bundle

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

Written by Shem Bogusz
Updated over a week ago

Edit a Bundle - Basics

Written by Mick Devine
Updated over a week ago

Run a Bundle

Written by Mick Devine
Updated over a week ago

Add a PDF to a Bundle

Written by Mick Devine
Updated over a week ago

Add a Document to a Bundle

Written by Mick Devine
Updated over a week ago

Add a Report to a Bundle

Written by Mick Devine
Updated over a week ago

Edit a Bundle - Actions on an Individual Report

Written by Mick Devine
Updated over a week ago

Edit a Bundle - Actions on a Total Bundle

Written by Mick Devine
Updated over a week ago

NZ Charity Reporting

Written by Mick Devine
Updated over a week ago

Dashboard

Written by Mick Devine
Updated over a week ago

Business Unit Configuration

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

Written by Shem Bogusz
Updated over a week ago

Report on Business Units

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

Written by Shem Bogusz
Updated over a week ago

Business Unit Trees

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

Written by Shem Bogusz
Updated over a week ago

Create Account Tree

Written by Mick Devine
Updated over a week ago

Edit Account Tree

Written by Mick Devine
Updated over a week ago

Balance Sheet as Assets = Liability + Equity

Written by Mick Devine
Updated over a week ago

Account Tree: Categories & Running Totals

Written by Mick Devine
Updated over a week ago

Account Tree: Header & Detail Accounts

Written by Mick Devine
Updated over a week ago

Organisation Groups

Written by Mick Devine
Updated over a week ago

Consolidate Multiple Organisations

Written by Mick Devine
Updated over a week ago

Create Common Account Structure for Consolidation

Written by Mick Devine
Updated over a week ago

Elimination Entries for Consolidations

Written by Mick Devine
Updated over a week ago

Currencies & Exchange Rates

Define currencies and exchange rates used in multi-currency consolidations.

Written by Shem Bogusz
Updated over a week ago

Supported Currencies

Written by Mick Devine
Updated over a week ago

KPI Builder

Written by Mick Devine
Updated over a week ago

KPI Reporting

Written by Mick Devine
Updated over a week ago

Account Groups

Written by Mick Devine
Updated over a week ago

Publish your Reports

Written by Mick Devine
Updated over a week ago

View Published Reports

Written by Mick Devine
Updated over a week ago

Manage Folders

Written by Mick Devine
Updated over a week ago