Calxa

Define the business units and combinations you will use in Calxa.

Business Unit Configuration

Learn how to filter reports by Cost Centres, Projects, Departments or any other type of Business Unit.

Report on Business Units

Create a hierarchy of your organisations, departments, projects or jobs and report detail and consolidated across all your entities.

Business Unit Trees

Reporting on the sum of all combinations does not equal the organisation total

Troubleshooting - Business Unit Combination Reports

Export your business unit tree for backups or importing bulk edits from excel.

Business Unit Tree: Export & Import

Show your organisation's Net Profit by Business Units as rows, rather than Accounts.

Net Profit by Business Unit

Advanced settings for Row Data in the Report Builder screen

Row Data - Advanced

Shem Bogusz

Business Unit Reports

Can I group 2 (or more) projects in my report?

How can I report on a Job or Tracking Category?

How do I add a new combination to a Business Unit Tree?

Reporting on sections of the Organisation or Group

How do I choose a group of Business Units for a Report?

How can I include a Capital Cost in a Business Unit report?

Why are old business units not showing?

Business Unit Trees work as a Filter for your reports

Why does my Report contain Inactive Business Units with Nil Values?

Present a report based on the Business Units being rows rather than the Accounts

Report on Business Units as Rows

Business Unit FAQs

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