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

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Consolidating Multiple Organisations 2

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

Dashboards 1

• Dashboard

Designer 8

• Create Custom Template
• Customise Reports
• Insert Column and Resize
• Add Calculated Field
• Conditional Calculated Field

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Published Reports 3

• Publish your Reports
• View Published Reports
• Manage Folders