Reports

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

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 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

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

Dashboard

Understand the Calxa dashboard and its components

Written by Mick Devine
Updated over a week ago

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

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

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