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Reporting Basics

22 September @ 10:00 am - 10:30 am AEST

|Recurring Event (See all)

An event every week that begins at 10:00 am on Tuesday, repeating until 15/12/2020

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. Bundle your reports with cover pages and commentary
  6. Automate your reporting with workflows
  7. 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.

Make sure to join the Budgeting Basics webinar this Thursday to learn all about budgets.

Calxa saves time for Businesses, Not-For-Profits and Accountants by automating budgeting, cash flow forecasting and KPIs, intelligently. We understand people learn in different ways and provide various learning options. Have a look at our online help desk which is stocked with help notes, training videos and event recordings. Or book an onboarding session with our support team to ask those questions important to you.



22 September
10:00 am - 10:30 am
Event Category:


At Your Desk


1800 733 149