If you're using the Calxa Online browser app, refer to this article instead.



Calxa allows you to insert full Rich Text documents (similar to Word) into your bundles or merge Rich Text content directly into the Header or Footer of a Calxa Report. You might use a full document to create Cover Pages, Executive Summaries and Disclaimers or to include other external reports and charts. Merging Rich Text with reports allows you to add commentary to your reports or simply customise the look and feel with a custom header. With Calxa Report Bundles and the Rich Text Editor you truly can create complete management report packages delivered straight out of Calxa.


This help note outlines how to edit and insert Documents into Report Bundles. For general help on using Calxa Report Bundles please refer to the help note Using Report Bundles to Generate Batches of Reports.


Add Document (Rich Text) to Bundle


To add a rich text document such as a cover page, executive summary or budget notes click the New Document button, which is found above the Items List for your report bundle.

  

Complete the required properties for the new Bundle Item and click OK.

  • Item Name
    This is used to identify this specific report in the list of bundle items and therefore must be unique within the same bundle.
  • Enabled
    Bundle items that are not enabled will still be saved but running the bundle will not include this item.
  • Merge mode
    Please see the Merge Modes section below for more details.

Create New Document

 

The following properties may also be edited if the Full Page Merge mode is selected.

  • Page Size
    You may insert an A4 or A3 page. Most Calxa reports are designed on an A4 page but some larger reports are A3. This enables you to match the document with the page size of the bundled reports.
  • Orientation
    Orientation of the page: Portrait or Landscape.
  • Margins
    Set the Left/Right and Top/Bottom page margins.

Merge Modes


Full Page

The Full Page Merge mode enables you to insert a single or multi page document into your bundle. For example you might use this type of merge mode to create the following types of documents.

  • Cover Page
  • Table of Contents
  • Executive Summary
  • Disclaimers
  • Externally generated reports or charts

Previous Footer

The Previous Footer merge mode allows you to insert snippets of rich text into the previous report. The rich text is inserted directly after the report body but before the footer (page no., printed date etc.) of the previous report. For example you might use this type of merge mode to insert the following types of text.

  • Footnotes
  • Variance explanations
  • Actionable Items

Following Header

The Following Header merge mode allows you to insert snippets of rich text into the header of the following report. The rich text is inserted directly into the top of the following report, before the existing report header (report title). For example you might use this type of merge mode to insert the following types of text.

  • Custom Report Header
  • Report Intro/Description
  • Disclaimer

Note: It is really important that attention is paid to the document order within the bundle to ensure that notes appear on the correct report for Previous Footer and Following Header.


Edit Rich Text

To open the Document for editing click the Document name in the list of bundle items. This will open the Document editor in the columns to the right.


Edit Rich Text Document

 

If you have a preferred document editor that you would like to use such as Word or Word Pad you can copy and paste the content directly from your preferred editor into the Calxa editor, however as you can see in the screenshot above, Calxa does provide a modern and familiar ribbon style Document Editor that supports saved styles.


For the Full Page merge mode, a Print Layout view is shown using the page size, orientation and margins set in the document properties.


Print Layout

 

For the Previous Footer or Following Header merge modes, a Web Layout view is shown.


Web Layout

 

Click the Maximise button to maximise the editor within the Calxa tab. Click it again to minimise.


Maximise

 

Click the Save button to save changes to your document.


Save Document

 

Styles

Styles allow you to quickly apply a set of formatting characteristics either to a selection of text or before typing. The default set of styles includes a Title, Header 1, Header 2 and Normal.


Apply Style

To apply a style select the text or cursor position in the body of the document and click the style from the Styles section of the ribbon.


Apply Document Style

 

To access styles not visible in the display click the up and down arrows to scroll through the rows or bottom button to expand and show all.


Expand Styles

 

Edit Styles

You can also edit and save your own styles in the document. To edit styles pop out the Styles editor by clicking the pop-out button as shown below.


Rich Text PopOut

 

If your prefer editor supports styles (such as Word) you can also easily create additional styles by copying text with the applied style into Calxa. The new styles will appear in the Styles section of the ribbon.