Calxa Help Centre

Report Builder 5

• Select a Report Template
• Preview a Report
• Set Report Criteria
• Date Selection
• Sorting Business Units by Performance

Report Bundles 9

• 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 Report to a Bundle

See all 9 articles

Dashboards 1

• Dashboard

Business Unit Reports 2

• Business Unit Selection
• Report on Business Units

Account Trees 5

• Create Account Tree
• Edit Account Tree
• Account Tree: Categories & Running Totals
• Account Tree: Header & Detail Accounts
• Balance Sheet as Assets = Liability + Equity

Consolidate Multiple Organisations 6

• Consolidate Multiple Organisations
• Organisation Groups
• Create Common Account Structure for Consolidation
• Elimination Entries for Consolidations
• Currencies & Exchange Rates

See all 6 articles

KPIs 3

• KPI Builder
• Account Groups
• KPI Reporting

Published Reports 3

• Publish your Reports
• View Published Reports
• Manage Folders

Event Recordings 4

• EOFY Reporting
• KPIs Tips, Tricks and Metrics
• Business Unit Reporting and Multi-Org Consolidations
• Flexible Reporting