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Reports
40 articles in this collection
Written by
Mick Devine,
Sandra McCarthy,
and
Shem Bogusz
Report Builder
Select a Report Template
How to find the report you need
Written by
Mick Devine
Updated over a week ago
Preview and Export a Report
Make sure the column layout suits your requirements
Written by
Mick Devine
Updated over a week ago
Set Report Criteria
Filter your report to get the information you want
Written by
Mick Devine
Updated over a week ago
Date Selection
Set date criteria to dynamically provide the correct ranges in your report bundles this month, next month and next year.
Written by
Shem Bogusz
Updated over a week ago
Shrink Report Rows
Shrink Report Rows is a simple display settings that allows you to condense Calxa reports by shrinking all row heights.
Written by
Shem Bogusz
Updated over a week ago
Sorting Business Units by Performance
Rank your departments or projects the way you want them
Written by
Mick Devine
Updated over a week ago
Report on Different Year End Periods
Use this simple trick to report using a different financial year end to your accounting data.
Written by
Shem Bogusz
Updated over a week ago
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
Report Bundles
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
How to make changes to your report bundles
Written by
Mick Devine
Updated over a week ago
Run a Bundle
Display a bundle of reports to preview the contents
Written by
Mick Devine
Updated over a week ago
Add a Report to a Bundle
You can add any report to a bundle and save all the settings
Written by
Mick Devine
Updated over a week ago
Group and Organise Report Bundles
A guide to grouping and organising your report bundles.
Written by
Shem Bogusz
Updated over a week ago
Edit a Bundle - Actions on an Individual Report
Make changes to a report after it's added to a bundle
Written by
Mick Devine
Updated over a week ago
Edit a Bundle - Actions on a Total Bundle
Copy, delete or publish a bundle, export the bundle to Excel
Written by
Mick Devine
Updated over a week ago
Add a PDF to a Bundle
Import external data to enhance your report pack
Written by
Mick Devine
Updated over a week ago
Add a Document to a Bundle
Add a cover page or put notes on the end of a report
Written by
Mick Devine
Updated over a week ago
NZ Charity Reporting
Produce a template for Tier 3 or Tier 4 reporting. This will give you a starting point for your annual reports
Written by
Mick Devine
Updated over a week ago
Business Unit Reports
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
Account Trees
Create Account Tree
Re-arrange and summarise your accounts to get the structure you need. Group accounts for inter-company eliminations or grant acquittals
Written by
Mick Devine
Updated over a week ago
Edit Account Tree
Written by
Mick Devine
Updated over a week ago
Account Tree: Categories & Running Totals
Add top-level groupings to your accounts
Written by
Mick Devine
Updated over a week ago
Account Tree: Header & Detail Accounts
Group your accounts to get the summary structure you need.
Written by
Mick Devine
Updated over a week ago
Hide Non-Cash Accounts
Use an Account Tree to group your non-cash accounts together in a Summary Only row, which will be suppressed as a zero value.
Written by
Shem Bogusz
Updated over a week ago
Balance Sheet as Assets = Liability + Equity
North American Balance Sheet layout
Written by
Mick Devine
Updated over a week ago
Dashboards
Dashboard
Understand the Calxa dashboard and its components
Written by
Mick Devine
Updated over a week ago
Consolidate Multiple Organisations
Consolidate Multiple Organisations
How to group multiple entities, from any accounting system, for reporting purposes, including elimination of inter-company accounts
Written by
Mick Devine
Updated over a week ago
Organisation Groups
Groups identify the entities that you want to consolidate. Create multiple groups to suit your needs and keep your reporting flexible.
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
KPIs
KPI Builder
Categorise, sort, format and build your own custom KPI formulas in the 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
Published Reports
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