Calxa

Shem Bogusz

Mick Devine

Sandra McCarthy

Reports

Select a Report Template

Make sure the column layout suits your requirements

Preview and Export 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

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

Report Builder

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

Create a Bundle

How to make changes to your report bundles

Edit a Bundle - Basics

Display a bundle of reports to preview the contents

Run a Bundle

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

Add a Report to a Bundle

A guide to grouping and organising your report bundles.

Group and Organise Report Bundles

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

Edit a Bundle - Actions on an Individual Report

Copy, delete or publish a bundle, export the bundle to Excel

Edit a Bundle - Actions on a Total 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

Import external data to enhance your report pack

Add a PDF to a Bundle

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

Add a Document 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

Report Bundles

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 departments, projects or jobs and report detail and consolidated across all your entities.

Business Unit Trees

Business Unit Reports

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.

Hide Non-Cash Accounts

Balance Sheet as Assets = Liability + Equity

Account Trees

How to group multiple entities, from any accounting system, for reporting purposes, including elimination of inter-company accounts

Consolidate Multiple Organisations

Groups identify the entities that you want to consolidate. Create multiple groups to suit your needs and keep your reporting flexible.

Organisation Groups

Use Account Trees to group and eliminate intercompany accounts or use a manual org to do a traditional elimination entry.

Elimination Entries for Consolidations

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

Currencies & Exchange Rates

Supported Currencies

Categorise, sort, format and build your own custom KPI formulas in the KPI builder.

Report Builder

Report Bundles

Business Unit Reports

Account Trees

Consolidate Multiple Organisations

KPIs

Published Reports