Calxa

Create a complete management reporting package containing your monthly reports, cover pages, notes and other rich text documents.

Create a Bundle

Display a bundle of reports to preview the contents.

Run a Bundle

How to make changes to your report bundles.

Edit a Bundle

Make changes to a report after it's added to a bundle

Edit Items in a Bundle

A guide to grouping and organising your report bundles.

Group and Organise Report Bundles

You can add any report to a bundle and save all the settings

Save a Report to a Bundle

Add a dashboard with multiple charts and data visualisations as a single page snapshot to your report bundles.

Add a Dashboard to a Bundle

Add a cover page or put notes on the end of a report

Add a Document to a Bundle

Import external data to enhance your report pack

Add a PDF to a Bundle

A report bundle setting that ensures each report is exported to Excel as a single worksheet per report.

Bundle Optimised for Export to Excel

Produce a template for Tier 3 or Tier 4 reporting. This will give you a starting point for your annual reports

NZ Charity Reporting

If you export your Bundle of reports to Excel, this Macro can assist by naming the sheet tabs for you.

Excel Macro to name Sheet Tabs

Mick Devine

Shem Bogusz

Sandra McCarthy

Report Bundles

Best Practice for bundles exported to Excel

How do I create a new Bundle of Reports?

How do I identify the underlying criteria for a Report in a Bundle?

How to Export a Report Bundle to Excel, with one tab per report?

Why does the Pie Chart not generate from the Bundle?

When you want to add to an existing Bundle, create the new report first and then SAVE.

How can I add another report to a Bundle?

Bundle FAQs

Status Page

Getting Started

Contact Us

Find answers and get help from Intercom Support and Community Experts

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