Reports | Calxa Help Center

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Reports

Reports

Select a Report Template

Preview and Export a Report

Set Report Criteria

Date Selection (Report periods)

Dynamic Period Configuration

Shrink Report Rows

Sorting Business Units by Performance

Report on Different Year End Periods

Troubleshooting - Balance Sheet out of Balance

Account Transactions

Report FAQs_{25 articles}

Template Selection_{6 articles}

Create a Bundle

Edit Items in a Bundle

Group and Organise Report Bundles

Save a Report to a Bundle

Add a Dashboard to a Bundle

Add a Document to a Bundle

Add a PDF to a Bundle

Bundle Optimised for Export to Excel

NZ Charity Reporting

Excel Macro to name Sheet Tabs

Bundle FAQs_{6 articles}

Business Unit Reports

Business Unit Configuration

Report on Business Units

Business Unit Trees

Troubleshooting - Business Unit Combination Reports

Business Unit Tree: Export & Import

Business Unit FAQs_{7 articles}

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

Account Trees FAQ_{8 articles}

Consolidate Multiple Organisations

Consolidate Multiple Organisations

Organisation Groups

Elimination Entries for Consolidations

Currencies & Exchange Rates

Supported Currencies

Currency Translation Difference

Troubleshooting - Consolidate Multiple Organisation Reports

Comparison Reports - Date Range Options

How do I copy an Account Tree

Business Units across Multiple Organisations

KPI & Metric Reporting

Troubleshooting - KPI incorrectly displays as a Negative result

Calculate a 12-month Rolling Average

KPI FAQs_{6 articles}

Published Reports

Publish your Reports

View Published Reports