Yes, they’re finally here – you can now bundle your monthly reports and print them all at once. Follow this handy guide to get the basics of how to work with them. Learn about the sample bundles, how to set dates in reports and how to copy and re-use your bundles.
To help you get used to the concept of bundles, we’ve given you the option to create a sample bundle. It contains 4 of the most popular reports: Budget Summary, Spreadsheet Profit & Loss, Cashflow Forecast and Where Did Our Money Go?
When you go to the Reports screen, you’ll see the Bundle option at the top of the left edge of the screen. The first time you go here you’ll be asked if you want to create the sample bundle. We suggest you do that so you can get an idea of the power of this feature. Click Generate Bundle to display the reports. You’ll see them in the familiar viewer, with the usual options to export or email them. You are free to edit the bundle, rename it, change the order of the reports or even delete it if you no longer need it.
When running reports, you’ll mostly work with the Report Month (at the top left of the screen). Bundles always work with just this month, making it simple to run them. Other dates are set relative to this Report Month. If you look at the criteria of the reports in the Sample Bundle, you’ll see that the Cashflow Forecast is set to start from Report Month +1. This is so that when you are running your reports for October, you can run a Cashflow Forecast starting the following month. Similarly, you’ll see the Spreadsheet P & L starts at Financial Year Period 1 – the first month of your financial year – and uses Actuals up to the Report Month. This means it will always show Actuals for the completed months and budgets for the rest of the year and you don’t need to update that every time you run the bundle. See the Report Bundle Support Note for more details.
Do you run more than one business in Calxa? Once you’ve created a bundle of reports for one, it’s a simple matter of copying the bundle, changing the Organisation criteria in each report and you’ll be able to re-use it. You will need to use Account Trees, Budget Versions and Business Unit Lists with the same name in each organisation, or change them after copying.
One point worth noting is that bundles use the names of your Account Trees, Budget Versions and Business Unit Lists, so if you change the content of any of those lists, the bundle will always use that updated information.
Have fun with bundles. We hope they’ll save you lots of time and we’d love your feedback on how you’re using them.