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Event Series Event Series: Reporting Basics

Reporting Basics

30 May @ 10:00 am - 10:30 am AEST

Free
Calxa Reporting Basics Webinar

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.

Learn About

  1. How to select a report template
  2. Set report criteria
  3. Report on Business Units
  4. Add KPIs to your reports
  5. Select an alternative report style
  6. Bundle your reports with cover pages and commentary
  7. Automate your reporting with workflows
  8. 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.

 

 

Learning Calxa

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

 

One-on-One Session

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

 

Online Resources

If you prefer to set your own time and pace, check out our learning resources:

Getting Started Page

Calxa Resources

Help Centre

Video Tips

 

 

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. 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.

 

 

Details

Date:
30 May
Time:
10:00 am - 10:30 am
AEST
Series:
Cost:
Free
Event Category:

Venue

Webinar
At Your Desk

Organiser

Calxa
Phone:
1800 733 149
Email:
events@calxa.com