Designer

Create Custom Template
Calxa provides 120+ default report templates to chose from but Calxa Premier customers can also create custom reports using the Report Designer. The fi...
Wed, 12 Jun, 2019 at 1:05 PM
Edit Column Data
A common report customisation is to change the data displayed in a column. In many cases Calxa will provide the data field for you to use and this is t...
Tue, 24 Sep, 2019 at 4:40 PM
Insert Column and Resize
  When customising report templates in Calxa you may require an additional column. In this video we look at how to add a column and distribute the new a...
Wed, 12 Jun, 2019 at 12:51 PM
Export and Import Custom Template
Exporting and Importing custom templates allows you to copy custom reports between your workspaces or you may simply wish to use the export option to s...
Thu, 19 Sep, 2019 at 4:47 AM
Add Calculated Field
Calxa report templates provide a default set of report data fields that you can use in your custom templates. If the field you require does not already...
Tue, 18 Jun, 2019 at 9:27 AM
Conditional Calculated Field
Sometimes when working with custom calculated fields you need to add some conditional logic. In this video we look at how to add If/Else conditions to ...
Wed, 12 Jun, 2019 at 1:46 PM
Calculating a Variance
Most variance fields are already provided in Calxa but there are occasions where you may need to calculate your own variance such as the variance betwe...
Wed, 26 Jun, 2019 at 3:29 PM
Add Watermark
Using the report designer you can add a text or image based watermark to all reports that are run using the custom template. In this video we will show...
Mon, 17 Jun, 2019 at 2:18 PM
Customise a Chart
When it comes to charts you can change colours, chart type, edit legends and filter data – and that’s just the start! The standard templates use who...
Mon, 1 Oct, 2018 at 11:54 AM
Continuous Page for Exporting to Excel
When a report spans multiple pages and is exported to Excel it will be exported to one worksheet. When you then add this same report to a bundle and ex...
Fri, 20 Sep, 2019 at 8:54 AM