The purpose of all the articles in this group is to share custom report templates that other users from the Calxa community have created. 

If you have a customisation you would like to share please email helpme@calxa.com and we'll consider sharing it here.



Sample Report


Report Description

  • Compares the current month actuals to both the Approved and Forecast budget versions with a variance. 
  • Compares the YTD actuals to both the Approved and Forecast budget versions with a variance.


Special Requirements

Budget Versions

Requires 2 budgets. See Manage Budget Versions.

  • Approved - an approved or original budget. 
  • Forecast - a current or up to date budget that differs from the original budget. 


Use this Custom Template

  1. Download the attachment at the end of this article. 
  2. Then Import the Custom Template to your workspace.