Calxa

How to filter the Template Select screen to search for columns you require in your report.

Select a Report Template

Review a report after setting the criteria, and export or save to a Bundle

Preview and Export or Print a Report

Filter your report to get the information you want

Set Report Criteria

Set date criteria to dynamically provide the correct ranges in your report bundles this month, next month and next year.

Date Selection (Report periods)

Shrink Report Rows is a simple display settings that allows you to condense Calxa reports by shrinking all row heights.

Shrink Report Rows

Rank your departments or projects the way you want them

Sorting Business Units by Performance

Use this simple trick to report using a different financial year end to your accounting data.

Report on Different Year End Periods

Tips to help if you find your Balance Sheet doesn't balance

Troubleshooting - Balance Sheet out of Balance

The account transactions report displays transactions recorded for selected accounts and business units.

Account Transactions

Configuring Aged Receivables and Aged Payables reports and charts.

AR / AP Reports & Charts

Using the Custom date configuration when predefined options don't cover your requirements

Custom Date Selection

How to access the Legacy Template Designer and update your custom reports.

Legacy Designer Templates

Shem Bogusz

Mick Devine

Report Builder

Values in Calxa are different to the Accounting System, Calxa is out of balance with the Accounting System

Why are the actuals in Calxa different to my accounting system?

Budget column is reporting a Nil value?

Balance Sheet is out of Balance?

Can a 3-Way Forecast be run for more than 12 months?

Can I include actuals in my Cashflow Forecast Report?

Can I just show Income and Cost of Sales on a report?

How can I report on budget for 4 years?

Reporting on two different budget versions in Preconfigured reports

How can I compare two budget versions?

How can I include Actuals in my 3-Way Forecast?

How can I increase the Font size in Reports?

How can I show Expenses as a % of Gross Profit?

How do I change the title of my Report?

How do I find the report I used before?

How do I further customise a Legacy Template?

How do I report for a period that is either shorter or longer than a Financial Year?

Add or change the Logo or colours in your report style

How do I update Logo and Corporate colours in reports?

I run my Xero reports on a Cash Basis, how do I do that in Calxa?

Is there a way of producing one report that combines two organisations?

Reporting in a currency different to the Accounting File currency?

Transaction Report data sorting by accounts?

What is the best way to report on 3 entities with different Chart of Accounts?

Scenarios are layers you add to existing Budgets and can be selected in the Report Builder Screen or on the Dashboard Screen

How do I analyse Scenarios in Reports and Dashboards

Forecast figures are drawn from the Budget that is referred to in your Report settings.

How do I edit Forecast figures in a Report?

Improving Report presentation to a Vision Impaired User by removing background shading

Optimising Reports for a Vision Impaired User

AR / AP Reports and Charts only run for Integrations that import transactions into Calxa

Why does the AR / AP report not generate?

Quick reference for settings specific to the Accounts Receivable and Accounts Payable Reports and Charts

AR / AP Report Settings

How to run a report week by week, one weeks data only

Can I report on a Weekly Basis?

How are income and expense amounts reported in the Cashflow Statement with regard to GST?

GST in Cashflow Statement Reports

Year End Adjustment Transaction reporting.

MYOB 13th Period Transactions

If you need some one on one support time to resolve something.

Book a Support Session

Screen resolution may be affecting the display of controls for Calxa

How can I navigate away from or close a report in Calxa?

Sometimes it is necessary to export a report to a spreadsheet like Excel. This can easily be done in Calxa.

Exporting Reports to Excel

The Account Tree setting has moved to the Row data section in Report Settings

Account Tree setting in Row Data

Report FAQs

Quick tips to help you find the template that you need for your report.

Reporting - Find the template you need

Helping you to find a Template for your reporting requirements.

Which report do I use?

How can I Report Actuals & Budget on a Quarterly basis?

How can I report monthly values, with just Actuals?

Is there a list of standard Calxa Reports as a starting point?

Is there a Report Template for Annual Actual vs Budget only?

Understanding the Balance Sheet - Actual vs Budget Report Template

Balance Sheet - Actual vs Budget Report

Cashflow Forecast or Bank Movement?

Template Selection

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