Reporting Basics with Calxa Video
Now that you have signed up for Calxa, it’s time to get started. The Reporting Basics Webinar recording is a quick way to learn Calxa. This online session is aimed at helping you set up your reports.
- How to select a report template
- Set report criteria
- Report on Business Units
- Add KPIs to your reports
- Bundle your reports with cover pages and commentary
- Automate your reporting with workflows
- Publish your final reports
Who Should Attend the Reporting Basics Webinar
Anyone who wants to learn how to use Calxa and has:
- 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.