Calxa Help Centre

Report Builder 4

• Select a Report Template
• Preview a Report
• Set Report Criteria
• Date Selection

Report Bundles 8

• 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 8 articles

Dashboards 1

• Dashboard

Business Unit Reports 2

• Report on Business Units
• Business Units Menu

Account Trees 4

• Create Account Tree
• Edit Account Tree
• Account Tree: Categories & Running Totals
• Account Tree: Header & Detail Accounts

Consolidate Multiple Organisations 5

• Organisation Groups
• Consolidate Multiple Organisations
• Create Common Account Structure for Consolidation
• Elimination Entries for Consolidation
• Multi-Currency or Partial Ownership Consolidation

KPIs 3

• Account Groups
• KPI Builder
• 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