Custom Reports and Charts

Learn how to customise Calxa reports and charts to suit your needs

32 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

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