Bundles are a powerful feature that let you create a complete management reporting package containing your monthly reports, cover pages, notes and other rich text documents. 


This help note will show you how to create both a blank bundle and a bundle using one of Calxa's pre-configured bundle kits.


  1. To get to the Bundles screen click on Reports.




  2. Next click on Bundles under the Reports menu.




Create a Bundle using a pre-configured Bundle Kit

  1. Click on the Create New Bundle + link on the left of your screen and then select Choose from a range of pre-configured bundle kits on the right.



  2. Next select the bundle kit you would like to use for your bundle by clicking on it (NFP, Small Business, NZ Charity, Accountant).

    Select the organisation you are creating the bundle for from the organisation drop-down. Select the budget version you want your bundle reports to use from the budget drop-down.

    Click the Create Bundle button.



  3. The bundle you've created will now be displayed in the My Bundles list at the left, and the reports in that bundle will be shown on the right.



  4. For detailed instructions on how to edit and run your report bundle see the Edit a Bundle and Run a Bundle help notes. To learn how to add a new report to your bundle see Add a Report to a Bundle.


  5. See Add a Document to a Bundle for instructions on how to insert rich text documents into your bundle. You can use rich text documents to create cover pages, executive summaries, notes to the financial statements, insert external reports/charts or create a custom header.


  6. For details on running individual reports from the builder please refer to the Report Builder help notes.


Create a Blank Bundle 


  1. Click on the Create New Bundle + link on the left of your screen and then select Create a blank bundle on the right. Click the Create Bundle button.



  2. The bundle you've created will now be displayed in the My Bundles list at the left with the name My New bundle. Your empty bundle is shown on the right.



  3. Please refer to Add a Report to a Bundle for detailed instructions on how to add reports to your blank bundle.


  4. To learn how to edit and run your report bundle see the Edit a Bundle and Run a Bundle help notes.


  5. For instructions on how to insert rich text documents into your bundle refer to Add a Document to a Bundle . You can use rich text documents to create cover pages, executive summaries, notes to the financial statements, insert external reports/charts or create a custom header.


  6. For details on running individual reports from the builder please refer to the Report Builder help notes.