Showcase: The New Way of Management Reporting
In this Showcase webinar, the Calxa team will guide you on how to get the most out of reporting in Calxa. We will discuss how you can tailor your reports by changing columns or rows to suit your business.
What You’ll Learn in this Management Reporting Webinar
Register for this session to explore what you can do with reports in Calxa. This session will include:
- When to use a pre-configured or dynamic template
- How to navigate the new Dynamic template builder
- How to edit an existing template and the things to look out for
- Troubleshooting when the template doesn’t look quite right
- Reconfigure your row layouts
- Work through some examples
Our webinars are interactive sessions where you will have an opportunity to ask questions along the way.
Who Should Attend this Management Reporting Webinar
You will enjoy this webinar, if you want to learn how to build reports from scratch to match your specific needs.
This product update webinar is ideal for financial managers, accountants, and anyone responsible for delivering management reports. If you’re looking to enhance organisational reports then this session is for you.
- Calxa Customers
- Users currently trialling Calxa
- Finance Managers
- Accounting Professionals that want to use Calxa to plan ahead with their clients
About Product Update Webinars
You will find these free Web Chats interactive webinars that drill into an advanced topic around cash flow forecasting, group consolidations, budgeting, KPI and management reporting. For your convenience, these sessions are held monthly and are presented by one of our specialists. Attendees are invited to send through their 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 Webinars 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, Sage Intacct, Microsoft’s Business Central and NetSuite.
The professional presentation of your management reports will impress your boss, the board, clients and bank manager. 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.
- Have a look at our online help desk which is stocked with help notes, training videos and event recordings.
- Join us for our weekly and monthly live webinars. You can register here.
- If you can’t attend our live webinars, watch these recordings of Reporting Basics, Budgeting Basics, Cashflow Basics and Dashboard Basics.
- 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.