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21 March @ 10:00 am - 10:30 am AESTFree
Now that you have signed up for Calxa, it’s time to get started. The Reporting Basics Webinar is a quick way to learn Calxa. This online session is aimed at helping you set up your reports.
The best part is that you can learn at the comfort of your own desk.
- How to select a report template
- Set report criteria
- Report on Business Units
- Add KPIs to your reports
- Select an alternative report style
- Bundle your reports with cover pages and commentary
- Automate your reporting with workflows
- Publish your final reports
Who Should Attend the Reporting Basics Webinar
Anyone who wants to learn how to use Calxa and has:
- Signed Up for a Trial
- Just bought Calxa
- Joined a Finance Team using Calxa
After this session, you will be able to deliver a set of management or board reports, add some KPI charts and deliver automatically to your board or executive team.
We understand everyone learns differently. If you are at the beginning of your Calxa journey, we give you different learning options.
Getting Started Webinars
Make sure to register for these weekly webinars.
Wednesdays: Budgeting Basics
Thursdays: Cashflow Basics and Dashboard Basics
If you want us to review your set up or discuss your specific requirements, simply book a 20-min session with our team:
Calendar for people exploring Calxa with a Trial
Calendar for existing Calxa customers
If you prefer to set your own time and pace, check out our learning resources:
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. Equally, 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 and tracking of cost centre performance. Good financial reporting will help your organisation and key stakeholders make better decisions.