Show Case: The New Way of Management Reporting
In this Management Reporting Video, the Calxa team will guide you on how to get the most out of reporting in Calxa. We will discuss how you can tailor your reports by changing columns or rows to suit your business.
Watch the Management Reporting Video
Whether you are starting with Calxa or are a seasoned user, this recording showcases the new Dynamic Report Builder. Open the possibilities to configure your columns and set up rows layouts the way you want . Here is what is included:
- When to use a pre-configured or dynamic template
- How to navigate the new Dynamic template builder
- How to edit an existing template and the things to look out for
- Troubleshooting when the template doesn’t look quite right
- Reconfigure your row layouts
- Work through some examples
Who Should Watch the Management Reporting Video?
Above all, anyone who wants to deliver impactful management reports will benefit from this video.
- Company CFOs that want to bring their external budgets
- NFP Finance Officers that need to extend manage program budgets
- Calxa Customers
- Users currently trialling Calxa
- Accountants and Bookkeepers delivering Advisory Services
About Web Chats
Web Chats are free interactive webinars that drill into an advanced topic around cash flow forecasting, budgeting, KPI and management reporting. These sessions are held monthly and are presented by different. In particular, 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. In addition, have a look at the upcoming Web Chats to see what topics are going to be discussed.
We understand people learn in different ways and provide various learning options. Firstly, have a look at our online help desk which is stocked with help notes, training videos and event recordings. In addition, you can book an onboarding session with our support team to ask those questions important to you. Above all, start today with a free-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 as well as ERP systems such as Sage Intacct, Acumatica, NetSuite and Business Central 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.