Calxa

Sample Reports

We design our reports and charts to be easy to understand, whether you have a degree in finance or not, whether you're a banker or a business owner. 

You'll love the flexibility, the way you can view your information quickly and easily from many perspectives.

Account Breakdown Chart

Account Breakdown Chart

See clearly which expense lines are contributing most to your total costs.

  • Reports for: CEOs | Boards | Finance

Balance Sheet Forecast Report

Balance Sheet Forecast Report

The Balance Sheet Forecast is an important component of the 3-way forecast that banks love. It...

  • Reports for: CEOs | Finance | Bank Managers

Bank Movement Spreadsheet Report

Bank Movement Spreadsheet Report

Take a different look at your cashflow with both YTD actuals and forecast values for the...

  • Reports for: CEOs | Finance | Bank Managers

Bank Movement Waterfall Chart

Bank Movement Waterfall Chart

This chart visually represents the cumulative effect of the positive and negative movements on...

  • Reports for: CEOs | Boards | Finance | Bank Managers

Breakeven Analysis Chart

Breakeven Analysis Chart

Understand the relationship between your income, your fixed and your variable costs with the...

  • Reports for: CEOs | Finance | Bank Managers

Budget Spreadsheet Chart

Budget Spreadsheet Chart

Visually compare your monthly performance against budget or against the previous year. This...

  • Reports for: CEOs | Finance | Program Managers | Bank Managers

Budget Summary Unspent Report

Budget Summary Unspent Report

The Budget Summary report is a great way to get an overview of your performance, comparing...

  • Reports for: CEOs | Finance | Program Managers

Budget Summary with Custom Account Tree

Budget Summary with Custom Account Tree

Account Trees give you the ability to group and summarise your Chart of Accounts - without...

  • Reports for: CEOs | Boards | Finance | Program Managers

Cashflow Forecast Chart

Cashflow Forecast Chart

it's important for any board member to ensure that their organisation is not trading while...

  • Reports for: CEOs | Boards | Finance | Program Managers | Bank Managers

Cashflow Forecast Report

Cashflow Forecast Report

Analyse and review the detail of your cashflow over the coming months. This is an important...

  • Reports for: CEOs | Finance | Bank Managers

Cost Centre Budget Summary Report

Cost Centre Budget Summary Report

Use the Cost Centre Budget Summary report to get an overview of the projects or departments...

  • Reports for: CEOs | Boards | Finance

Cumulative Accounts to Budget

Cumulative Accounts to Budget

Compare your year-to-date performance to budget at a glance

  • Reports for: CEOs | Boards | Finance | Program Managers | Bank Managers

KPI Comparison for Cafes

KPI Comparison for Cafes

Besides knowing the...

  • Reports for: CEOs | Finance

KPI Spreadsheet Chart

KPI Spreadsheet Chart

Whether you use Calxa's built-in KPIs or create your own unique numbers, there's no better way...

  • Reports for: CEOs | Boards | Finance | Program Managers

NDIS: Income Trends

NDIS: Income Trends

Display the breakdown of your income streams over past and future periods. The trends show...

  • Reports for: CEOs | Boards | Finance

NDIS: KPIs for Sustainability

NDIS: KPIs for Sustainability

KPIs are important to ensure the financial sustainability of your organisation. Use default...

  • Reports for: CEOs | Boards | Finance

NDIS: Unit Costing

NDIS: Unit Costing

Use Calxa to understand the cost of your activities. For the full how-to download the free...

  • Reports for: CEOs | Boards | Finance

NZ Charity Cover Page

NZ Charity Cover Page

Easily manage New Zealand Charity Reporting with Calxa templates linked to your accounting...

  • Reports for: CEOs | Boards | Finance

NZ Charity Entity Info

NZ Charity Entity Info

Add a document to a Report Bundle to include any text you need. Prepare your work in Word,...

  • Reports for: CEOs | Boards | Finance

NZ Charity Reports Receipts

NZ Charity Reports Receipts

All of the financial reports for Tier 3 & Tier 4 can be delivered by Calxa.

  • Reports for: CEOs | Boards | Finance

Re-forecast Unspent Budget

Re-forecast Unspent Budget

Know what you have left to spend with the Re-forecast Unspent Budget template of the...

  • Reports for: CEOs | Boards | Program Managers

Scenario Analysis Report

Scenario Analysis Report

Visually compare the effect on the forecast bank account balance, based on different budget...

  • Reports for: CEOs | Boards | Finance | Program Managers | Bank Managers

Spreadsheet Variance Report

Spreadsheet Variance Report

Track your year to date progress and predict your end of year position with the Spreadsheet...

  • Reports for: CEOs | Finance | Program Managers

Tax Reconciliation Using Calxa

Tax Reconciliation Using Calxa

Accountants use Calxa for their Tax Returns. Compliance work is made easy with customised...

  • Reports for: Finance

Where Did Our Money Go Chart

Where Did Our Money Go Chart

Visually explain where your money has gone. If your profit is not in the bank then this chart...

  • Reports for: CEOs | Boards | Finance

Where Did Our Money Go? Report

Where Did Our Money Go? Report

Help explain where your money has gone. If your profit is not in the bank then this report can...

  • Reports for: CEOs | Boards | Finance | Bank Managers

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