Custom Reports and Charts

30 articles in this collection
Written by Mick Devine and Shem Bogusz

Designer Basics

Customise Reports

Written by Mick Devine
Updated over a week ago

Create Custom Template

Written by Mick Devine
Updated over a week ago

Export and Import Custom Template

Written by Mick Devine
Updated over a week ago

Report Columns

Number Formatting in Reports (Format Strings)

Written by Mick Devine
Updated over a week ago

Traffic Light Variance Reporting

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

Add Calculated Field

Written by Mick Devine
Updated over a week ago

Delete Column and Resize

Written by Mick Devine
Updated over a week ago

Edit Column Data

Written by Mick Devine
Updated over a week ago

Insert Column and Resize

Written by Mick Devine
Updated over a week ago

Chart Designer

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

Customise a Chart

Written by Mick Devine
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

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