Reporting Basics with Calxa Video

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

Learn About

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

  1. How to select a report template
  2. Set report criteria
  3. Report on Business Units
  4. Add KPIs to your reports
  5. Choose alternative Report Styles to add your logo and colour
  6. Bundle your reports with cover pages and commentary
  7. Automate your reporting with workflows
  8. Publish your final reports


Who Should Watch the Reporting 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 using Calxa


After this Reporting Basics session, you will be able to prepare your management reports and deliver them automatically using the Calxa workflow functionality.

If you didn’t get a chance to join our other webinars, watch these recordings 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

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. Alternatively, 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.