In Calxa Premier you can consolidate multiple organisations to display their combined Profit and Loss, Balance Sheet and Cashflow Forecast reports. 


Create Organisation Groups

An organisation group is more then just a selection of organisations. An Organisation Group saves the Organisations as well as the Budget versions and Account Tree settings that will be used in the consolidated reports criteria. So if you need to report with different budget version or Account Trees it may make sense to create more then one Organisation Group for the same group of companies. 


See this help article for how to Create an Organisation Group.

Run a Multiple Organisation Consolidated Report


  1. First Select the report template you'd like to use.

  2. Now in the Report Builder Preview screen click on the Organisation drop-down menu.

    Organisation drop-down menu

  3. Select your Organisation Group from the drop-down menu. Select organisation group

  4. Click Refresh Report and the report will be generated consolidating all the organisations in the group with the settings saved in the group.


    Alternatively you can click on the Refresh button above the report preview pane.