Calxa Help Centre

Builder 5

• Select a Report Template
• Set Report Criteria
• Report on Business Units
• Date Selection
• Preview a Report

Bundles 7

• Create a Bundle
• Edit a Bundle - Basics
• Edit a Bundle - Actions on a Total Bundle
• Edit a Bundle - Actions on an Individual Report
• Add a Document to a Bundle

See all 7 articles

Consolidating Multiple Organisations 2

• Consolidate Multiple Organisations
• Create an Organisation Group (for Multi-Org Consolidated Reports)

Dashboards 1

• Dashboard

Designer 12

• Create Custom Template
• Edit Column Data
• Insert Column and Resize
• Export and Import Custom Template
• Add Calculated Field

See all 12 articles

Published Reports 3

• Publish your Reports
• View Published Reports
• Manage Folders