Web Chat: Brand and Customise Reports

Brand and Customise Reports is the theme for this Web Chat. Calxa has a huge library of reports but introduce customisation and your options become infinite. In this session you will get an introduction on how you can brand and customise reports. We will demonstrate how to use Report Styles for broad sweeping colour and font updates and introduce the Report Designer for more advanced options. This will arm you with the key concepts so you can start tweaking and customising your own reports.

An Introduction on How to Brand and Customise Reports

The session will walk you through the concepts of how to brand and customise reports in Calxa. You will take away some tips on how to tackle this advanced functionality.

• Insert Company Logo
• Update Reporting Colours
• Edit Chart Colour Palettes
• Use Custom Headers & Footers
• Introduce Custom Report Templates
• Question Time

Who Should Attend the Brand and Customise Reports Webinar

This session is for you if you want to learn more on how to solve specific problems with Calxa or just want to maximise your software. You will also get an update on the latest features.

• Calxa Premier Customers
• Users currently trialing Calxa
• Accounting Professionals that want to use Calxa for their customers

About Web Chats

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 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. 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.

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. If you can’t attend our live webinars, watch these recordings of Reporting Basics, Budgeting Basics, Cashflow Basics and Dashboard Basics.
3. 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.