Web Chat: Enhance Your Reporting with Dashboards

In this Web Chat you learn how to utilise the Calxa Dashboards to show quick references and snapshots. You can share with your internal and external audiences by showing a quick reference to information. Besides your financial data, this is a good way to display non-financial information in charts and graphs. Dashboards can be easily shared with internal and external audiences. Join our Web Chat to find a different way to present your data to stakeholders.

What you Will Learn in this Web Chat

• Register for this session to see how to present your financial information in Charts, Graphs and Gauges:
• Move beyond the basics of dashboards
• Make manual changes to existing dashboards or tiles
• Build the underlying data that shapes the tiles to help you create your own boards
• Make minor adjustments to styles and configuration
• Sharing a direct link to your dashboard

Our Web Chats are interactive sessions where you will have an opportunity to ask questions along the way.

Who Should Attend the Calxa Import and Export Session

Attend this Web Chat to learn more on how to solve specific problems with Calxa. During the event you will also get an update on the latest features and maximise the power of Calxa software. This session is perfect for you if you:

• Are ready to move beyond what you learnt in Dashboard Basics
• Want to share organisation or business unit information in a snapshot
• Need to customise dashboards to meet your requirements
• Provide information to others without the need for them to log into Calxa

About Web Chats

You will find these free Web Chats introduce the way Calxa can assist your finance team. In particular, your team may enjoy the ability to provide information to management and stakeholders in a concise and consistent format. After all, this makes it easy to read and understand at every level through a range of Dashboards, Charts and Financial Reports.

Each Web Chat focuses on a different solution or a new way of preparing information for different audiences. To help you out, these sessions are held monthly and are presented by one of our specialists. An an attendee, you are invited to send through your questions and participate during the Q&A session.

If you can’t make it, register anyway to receive a recording of this session. Alternatively, have a look at the upcoming Web Chats to see what topics are going to be discussed.

About Calxa

Calxa saves time for Businesses, Not-For-Profits and Accountants by automating budgeting, cash flow forecasting, group consolidations and KPIs, intelligently. Most importantly, integrating with main-stream accounting systems like Xero, QuickBooks Online and MYOB are key to saving time. If you’re using an ERP system, Calxa can link directly with MYOB Acumatica, Microsoft’s Business Central and NetSuite.

The professional presentation of your management reports will impress your boss, the board, clients and bank manager. Essentially, you can use Calxa for short or long-term projections, scenario modelling, grant acquittals, program budgets, tracking of cost centre performance and consolidation of multiple companies. Good financial reporting will help your organisation and key stakeholders make better decisions.

We understand people learn in different ways. Therefore, we provide you with various learning options.

1. Have a look at our online help desk which is stocked with help notes, training videos and event recordings.
2. Join us for our weekly and monthly live webinars. You can find the right event and register here.
3. If you can’t attend our live webinars, watch these recordings of Reporting Basics, Budgeting Basics, Cashflow Basics and Dashboard Basics.
4. Or book an onboarding session with our support team to ask those questions important to you.

Please reach out if you get stuck during your Calxa Journey. We’re here to help. If you have not tried Calxa before, start today with a free-trial and connect to your accounts to find a new way of doing your monthly reports.