Desktop - Reporting

Cost Centres, KPIs, Consolidations, bundles and automation to make you a reporting master.

Running Reports
If you're using the Calxa Online browser app, refer to this article instead. Contents Run Reports Suggested Reports Report Criter...
Tue, 26 Jun, 2018 at 1:01 PM
Cost Centre Reporting with Calxa Business Units
If you're using the Calxa Online browser app, refer to this article instead. The Business Unit options in Calxa Premier allows you ...
Tue, 26 Jun, 2018 at 1:03 PM
Account Trees - Rearrange your Chart of Accounts
If you're using the Calxa Online browser app, refer to this article instead. With Calxa Premier you can flexibly arrange your chart of ac...
Mon, 27 Aug, 2018 at 2:37 PM
Consolidate Multiple Organisations (Desktop)
If you're using the Calxa Online browser app, refer to this article instead. In Calxa Premier you can consolidate multiple organisations to...
Fri, 30 Nov, 2018 at 2:34 PM
Creating Custom KPIs
Using Calxa Premier you may edit a KPI number format, create custom KPI formulas, create custom account groups and metrics and in some cases edi...
Fri, 24 Nov, 2017 at 11:54 AM
Add Annotations to Reports
Do you need to reference notes on your financial reports? Now you can with your Report Bundles. It's as simple as these few steps. Use the re...
Fri, 24 Nov, 2017 at 11:55 AM
Chart Descriptions
This help note gives an overview of the available charts in Calxa and the information each chart can deliver. Included with the description of each c...
Fri, 24 Nov, 2017 at 11:56 AM
Compare Next Year's Budget to This Year's Actuals (or Budget)
A common practice near the end of the financial year is to compare your budgets for next year against your actuals from this year. If this year has n...
Fri, 24 Nov, 2017 at 11:56 AM
Create and Manage Bundles
If you're using the Calxa Online browser app, refer to this article instead. Report Bundles is a powerful feature that lets you bun...
Tue, 26 Jun, 2018 at 12:58 PM
Display, Save and Print Charts
This help note provides a step by step guide on how to display, save and print charts. For descriptions or information about the available charts, in...
Fri, 24 Nov, 2017 at 11:58 AM