Builder

Select a Report Template
The Template Select screen is the place where you will search for and select report templates to run. Templates you want to run regularly can be added t...
Tue, 18 Sep, 2018 at 10:33 AM
Set Report Criteria
The report criteria section allows you to set filters to suit your organisation's reporting requirements. Details on the specific types of report cr...
Tue, 18 Sep, 2018 at 9:54 AM
Report on Business Units
Calxa allows you to report on one or more business units such as jobs, tracking categories or cost centres. You have the option to display a detailed b...
Fri, 6 Jul, 2018 at 2:56 PM
Consolidate Multiple Organisations
In Calxa Premier you can consolidate multiple organisations to display their combined Profit and Loss, Balance Sheet and Cashflow Forecast reports.  ...
Tue, 4 Dec, 2018 at 4:08 PM
Templates - Desktop to Online Cross-Reference
As part of our transition to an online browser app we took the opportunity to convert all report templates to a new modern design. We also renamed them ...
Tue, 18 Sep, 2018 at 10:16 AM
Date Selection
Calxa provides powerful and flexible reporting features such as Report Bundles that allow you to configure complete management reporting packages that ...
Fri, 6 Apr, 2018 at 9:38 AM
Preview a Report
Once you have selected a report template the report Builder screen will open. This screen is where you will set your report criteria and run individ...
Tue, 18 Sep, 2018 at 9:50 AM
Favourites
The Favourites screen will allow you to save your favourite reports (and all associated report criteria) without adding them to a bundle. 
Mon, 18 Dec, 2017 at 3:10 PM