Web Chat: Tips & Tricks for Management Reporting

This interactive session will share management reporting tips. Furthermore, you will see how Calxa can help you impress with reports and help your audience with good management reporting. Whether they are for your boss, yourself or your client, having the right information is vital to running any organisation. As a start. you will get some suggestions on some useful reports for any business and how to tailor them to give you exactly what you need.

Learn some Management Reporting Tips

The Calxa team will share with you some management reporting tips. Essentially, you will learn how to impress your audience with the right reports. You will find actionable points like:

• The basic reports that everyone should review
• Reports for planning and decision-making
• Getting the right level of detail
• Personalise with KPIs

Who Should Attend ‘Management Reporting Tips & Tricks’

Above all, if you need to prepare regular management reports, you should attend.

• Calxa Premier Customers
• Users currently trialling Calxa
• Accounting Professionals that want to use Calxa for their clients

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 and Cashflow 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.