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Custom Reports and Charts
Custom Reports and Charts
Learn how to customise Calxa reports and charts to suit your needs
By Shem and 1 other
2 authors
34 articles
Designer Basics
Report Styles
Create Custom Template
Export and Import Custom Template
Report Columns
Insert Column and Resize
Delete Column and Resize
Edit Column Data
Resize Columns Tips & Tricks
Number Formatting in Reports (Format Strings)
Add Calculated Field
Calculating a Variance
Conditional Calculated Field
Traffic Light Variance Reporting
Chart Designer
Customise a Chart
Change Chart Type
Chart Labels Number Formatting
Delete a Chart Series
Tips and Tricks
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
Upgrade Legacy Custom Templates
Shared Report Templates
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
Budget Import to ApprovalMax or Xero
