Calxa

Mick Devine

Shem Bogusz

Sandra McCarthy

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

Custom Reports and Charts

Create style sets to define colours, font and logo to use in your reports.

Report Styles

This is the best starting point to learn about customising reports

Create Custom Template

Move custom reports from one workspace to another

Export and Import Custom Template

Designer Basics

Add new columns to your reports when you need them

Insert Column and Resize

Delete Column and Resize

Change the content and formatting of report columns

Edit Column Data

A guide to adjusting column widths and page margins in custom reports.

Resize Columns Tips & Tricks

Present your numbers in the right formats

Number Formatting in Reports (Format Strings)

Add Calculated Field

Calculating a Variance

Conditional Calculated Field

Traffic Light Variance Reporting

Report Columns

Customise a Chart

Use the Chart Designer to switch between Line, Bar, Pie and other chart types.

Change Chart Type

Chart Labels Number Formatting

Delete a Chart Series

To improve the look of your Report Chart by choosing a starting point other than Zero

Change Chart Axis Min/Max Range

Chart Designer

Customise the behaviour for values that don't fit within the provided column widths.

Text Trim & Text Fit Modes

Calculated Field for Current Date & Time

Edit Row Heights in Reports

Custom Field to Split Report Header

Change Page Orientation

Remove Page Breaks from Between Business Units

Continuous Page for Exporting to Excel

Add Watermark

Previously customised templates may require manual upgrades to support KPI rows in Account Trees.

Upgrade Legacy Custom Templates

Heading Row not lining up when exported to Excel

Tips and Tricks

Last Year Actuals % Variance

YTD & Full Year Forecast vs Approved

Reforecast, Current & Approved vs Next Year's Budget

Actual vs Current Budget (2 Annual with Variance)

Actual vs Approved Budget (2 Annual with Variance)

Actual vs Approved Budget (Annual Reforecast with Variance)

Actual vs Approved & Forecast

Account Trends Bar Chart

Use this custom report template to export budgets from Calxa for importing to ApprovalMax or Xero.

Budget Import to ApprovalMax or Xero

Shared Report Templates

Status Page

Getting Started

Contact Us

Find answers and get help from Intercom Support and Community Experts

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