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Custom Reports and Charts
Custom Reports and Charts
Learn how to customise Calxa reports and charts to suit your needs
33 articles in this collection
Written by
Mick Devine
and
Shem Bogusz
Designer Basics
Report Styles
Create style sets to define colours, font and logo to use in your reports.
Written by
Shem Bogusz
Updated over a week ago
Create Custom Template
This is the best starting point to learn about customising reports
Written by
Mick Devine
Updated over a week ago
Export and Import Custom Template
Move custom reports from one workspace to another
Written by
Mick Devine
Updated over a week ago
Customise Reports
Managing your report templates
Written by
Mick Devine
Updated over a week ago
Report Columns
Insert Column and Resize
Add new columns to your reports when you need them
Written by
Mick Devine
Updated over a week ago
Delete Column and Resize
Remove the columns you don't need
Written by
Mick Devine
Updated over a week ago
Edit Column Data
Change the content and formatting of report columns
Written by
Mick Devine
Updated over a week ago
Resize Columns Tips & Tricks
A guide to adjusting column widths and page margins in custom reports.
Written by
Shem Bogusz
Updated over a week ago
Number Formatting in Reports (Format Strings)
Present your numbers in the right formats
Written by
Mick Devine
Updated over a week ago
Add Calculated Field
Written by
Mick Devine
Updated over a week ago
Calculating a Variance
Written by
Mick Devine
Updated over a week ago
Conditional Calculated Field
Written by
Mick Devine
Updated over a week ago
Traffic Light Variance Reporting
Written by
Mick Devine
Updated over a week ago
Chart Designer
Customise a Chart
Written by
Mick Devine
Updated over a week ago
Change Chart Type
Use the Chart Designer to switch between Line, Bar, Pie and other chart types.
Written by
Shem Bogusz
Updated over a week ago
Chart Labels Number Formatting
Written by
Mick Devine
Updated over a week ago
Delete a Chart Series
Written by
Mick Devine
Updated over a week ago
Tips and Tricks
Text Trim & Text Fit Modes
Customise the behaviour for values that don't fit within the provided column widths.
Written by
Shem Bogusz
Updated over a week ago
Calculated Field for Current Date & Time
Written by
Mick Devine
Updated over a week ago
Edit Row Heights in Reports
Written by
Mick Devine
Updated over a week ago
Custom Field to Split Report Header
Written by
Mick Devine
Updated over a week ago
Change Page Orientation
Written by
Mick Devine
Updated over a week ago
Remove Page Breaks from Between Business Units
Written by
Mick Devine
Updated over a week ago
Continuous Page for Exporting to Excel
Written by
Mick Devine
Updated over a week ago
Add Watermark
Written by
Mick Devine
Updated over a week ago
Shared Report Templates
Last Year Actuals % Variance
Written by
Shem Bogusz
Updated over a week ago
YTD & Full Year Forecast vs Approved
Written by
Shem Bogusz
Updated over a week ago
Reforecast, Current & Approved vs Next Year's Budget
Written by
Mick Devine
Updated over a week ago
Actual vs Current Budget (2 Annual with Variance)
Written by
Mick Devine
Updated over a week ago
Actual vs Approved Budget (2 Annual with Variance)
Written by
Mick Devine
Updated over a week ago
Actual vs Approved & Forecast
Written by
Mick Devine
Updated over a week ago
Account Trends Bar Chart
Written by
Mick Devine
Updated over a week ago
Budget Import to ApprovalMax or Xero
Use this custom report template to export budgets from Calxa for importing to ApprovalMax or Xero.
Written by
Shem Bogusz
Updated over a week ago