Dashboard Basics with Calxa Video

Now that you have signed up for Calxa, it’s time to get started. Essentially, you will find this Dashboard Basics with Calxa Video a quick way to learn Calxa. After all, this online session is aimed at helping you set up your dashboards.

Learn About Dashboard Basics with Calxa

Even with the best intentions, you may have missed the live session. In this case, the Dashboard Basics with Calxa video is perfect for you, if you want to catch up on your learning. In short, the session covered:

  1. Introduction to pre-set dashboards
  2. How to copy existing dashboards
  3. Producing dashboard PDFs and adding them to your report bundles
  4. Overview of custom dashboards (Premier only)
  5. Build your own custom dashboard
  6. Learn dashboard terminology
  7. Set up data sources to include business units and multiple organisations
  8. Choose different graphs and data sources
  9. Navigation of the Dashboard Manager

After watching the Dashboard Basics with Calxa, you will be able to work with the existing pre-set Dashboards. And, you will have the foundations to go ahead and customise boards to suit your needs.


Who Should Watch the Dashboard Basics with Calxa Video

This webinar is perfect for you if you want to learn how to use Calxa. You may have:

  • Signed Up for a Trial
  • Just bought Calxa
  • Joined a Finance Team or Practice using Calxa


If you didn’t get a chance to join our other webinars, watch these recordings Reporting Basics, Budgeting Basics and Cashflow Basics to fast-track your learning.

About Getting Started Webinars

Calxa’s Getting Started webinars are free interactive webinars that drill into three basic topics:

  1. Reporting with Calxa
  2. Budgeting with Calxa
  3. Cashflow Forecasting with Calxa
  4. Dashboards with Calxa

You will find, these sessions are held most weeks on Tuesdays, Wednesdays and Thursdays and are presented by our customer success specialists. Attendees are invited to send through their questions and participate during the Q&A session.

If you can’t make it, you can find the recordings on our Calxa Resource page. Have a look at the upcoming Basics Webinars.

Of course, we understand people learn in different ways and provide various learning options. For this reason, feel free to check out our online help desk which is stocked with help notes and training videos.

For new users to Calxa, you can book a one-on-one session with our team to ask those questions important to you. Whatever you do, start today with a free 30-day trial and connect to your accounts to find a new way of doing your monthly reports.



About Calxa

Calxa saves time for Businesses, Not-For-Profits and Accountants by automating budgeting, cash flow forecasting, group consolidations and KPIs, intelligently. 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. Similarly, you can use Calxa for short or long-term projections, scenario modelling, grant acquittals, program budgets and tracking of cost centre performance. As a result, good financial reporting helps organisations and key stakeholders make better decisions.