Calxa Help Centre

Designer Basics 3

• Customise Reports
• Create Custom Template
• Export and Import Custom Template

Report Columns 7

• Insert Column and Resize
• Edit Column Data
• Delete Column and Resize
• Add Calculated Field
• Conditional Calculated Field

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Chart Designer 3

• Customise a Chart
• Chart Labels Number Formatting
• Delete a Chart Series

Tips and Tricks 7

• Add Watermark
• Continuous Page for Exporting to Excel
• Remove Page Breaks from Between Business Units
• Change Page Orientation
• Custom Field to Split Report Header

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Event Recordings 3

• Customising Reports for Beginners
• Advanced Custom Report Techniques
• Design your Own Charts

Shared Report Templates 6

• Account Trends Bar Chart
• Actual vs Approved & Forecast
• Actual vs Approved Budget (2 Annual with Variance)
• Actual vs Current Budget (2 Annual with Variance)
• Reforecast, Current & Approved vs Next Year's Budget

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