Desktop - Custom Reports

If 100 plus reports and charts are not enough consider customising your own with full control in the Calxa Report Designer.

Report Designer: General Concepts
If you're using the Calxa Online browser app, refer to this article instead. The Report Designer allows you to edit report templates. You can ...
Fri, 30 Nov, 2018 at 4:17 PM
Customising Reports
If you're using the Calxa Online browser app, refer to this article instead.   Once you are set up and feeling comfortable with Calxa Premier...
Fri, 30 Nov, 2018 at 4:19 PM
Report Designer: Add and Remove Columns
This help note will guide you through the process of adding and removing columns in a customised report template using the Report Designer. It is ass...
Fri, 24 Nov, 2017 at 12:56 PM
Report Designer: Add Company Logo
This help note will guide you through the process of adding your company logo to customised reports using the Report Designer. It is assumed that you a...
Fri, 30 Nov, 2018 at 4:19 PM
Report Designer: Customise Profit Terminology
This support note will guide you through the process of changing the terminology used for the profit lines in Calxa reports. An example of this could b...
Fri, 30 Nov, 2018 at 4:20 PM
Report Designer: Remove Forced Page Breaks from Between Business Units
When reporting individually on multiple Business Units, Calxa generally inserts a page break after each Business Unit report. There are circumstances w...
Fri, 30 Nov, 2018 at 4:20 PM
Export and Import Custom Report Templates
Calxa has the option to create custom report templates. These templates are saved in your Calxa database but sometimes you may want to export these tem...
Fri, 30 Nov, 2018 at 4:21 PM
Report Designer: Add Printed On Date
This support note will guide you through the process of inserting the date into your customised report footer using the Report Designer. It is assumed ...
Fri, 30 Nov, 2018 at 4:21 PM
Report Designer: Change Account Level Shading
These steps will allow you to change the shading of account levels in your customised reports. For example, you could choose to change the colour or gr...
Fri, 30 Nov, 2018 at 4:22 PM
Report Designer: Change Percentage Formatting
This support note will walk through the process of formatting the Percentage (%) variance fields in report templates using the Report Designer. In this...
Fri, 30 Nov, 2018 at 4:23 PM