Calxa allows you to report on business units (i.e. jobs, tracking categories, cost centres, programs). You can display a detailed business unit view, a consolidated view, or both depending on the level of reporting you need.


To report on business units you will create and save business unit selections in Calxa. They can be used to report on a single business unit or a group of business units.


This help note will show you how to report using business unit selections. Note you can create business unit selections via the Business Unit Selection screen - this screen is a good place to create new business unit groups because it provides you with a larger window to work with.




How to run an Organisation Consolidated Report: Many people budget at the business unit level (cost centre/job/project/program) and then want to roll these budgets up to the organisation or overall budget.

The Organisation Budget (Consolidation Setting)  in the Budgets & Actuals screen lets you configure how your organisation budget will be calculated throughout the Calxa reports and dashboards. For example, if you budget by project, you can set your organisation budget to always be the sum of all your project budgets.

What does this mean for reporting purposes? It means you do not need to create a saved business unit selection to run an organisation consolidated report.

When you want to run a report on the total organisation you will simply select the organisation from the Organisation drop-down at the top left of the report criteria. Calxa will automatically sum your business units for reporting based on the Organisation Budget Consolidation Setting you choose.


Run a Report on Business Units


To run an individual report using a saved business unit selection open the report template you'd like to use and set your report criteria. 


  1. To choose a saved business unit selection click on the cog to the right of the organisation drop-down.

  2. Select the desired saved business unit selection from the Business Units drop-down.

  3. In the example below the All Projects Detail & Consolidated saved list has been selected.


    Note the Organisation selection will display a total organisation report when selected.


  4. Click the Refresh Report button in the report preview on the right to display the report using your business unit selection.




Edit a Saved Business Unit Selection


  1. To edit a saved business unit selection click on the cog to the right of the organisation drop-down.

  2. Now click on the pencil next to the Business Units drop-down.



  3. The Business Units selection box will open. Click on the saved business unit list you want to edit on the left.

    Make the required changes to the list. As you are making the changes you will see an asterisk to the left of the saved business unit selection indicating it is being edited.



  4. Click SAVE ALL to save your changes.




Use a Custom Selection to Run a One-off Report


You can think of a Custom Selection as a one-off report selection, to use in those situations where you want to run a report on a particular business unit selection but don't need to save it.

Please note a report using a custom selection cannot be added to a report bundle. Reports added to bundles must use saved business unit selections.


  1. Click on the cog to the right of the organisation drop-down.

  2. Now click on the pencil next to the Business Units drop-down.

  3. Click on Custom Selection at the top left of the business unit selection screen. Make your business unit selections as required by ticking / unticking and click Save All when finished.




  4. Custom Selection will now be displayed in the report criteria for Business Unit Selection.


  5. Click the Refresh Report button in the report preview on the right to display the report.