Web Chat: Customise & Brand Reports Video
Calxa has a huge library of reports but introduce customisation and your options become infinite. Hence, in this recorded session you will get an introduction on how you can customise and brand reports. Furthermore, we will demonstrate what’s possible in the Calxa report designer. Ultimately, this will arm you with the key concepts so you can start tweaking and customising your own reports.
As a result, this 30-minute video will show you how you can make the provided report templates your own.
Watch this Customise & Brand Reports Video and Learn
The Calxa team will explain in laymen’s terms how to effectively use the report designer. In particular, during this Calxa Web Chat, Customise & Brand Reports Video, you will learn actionable points on:
- Report Designer Terminology and Elements
- Insert Company Logo to Brand Reports
- Styles & Formatting
- Introduction to customising column data
Who Should Watch the Customise & Brand Reports Video?
Anyone who wants to change the look of the provided report templates to brand reports for their specific use.
- Accountants and Bookkeepers delivering Advisory Services
- Company CFOs that want to impress Executives
- NFP Finance Officers that need to match their Board Reports
- Calxa Premier Customers
- Users currently trialling Calxa
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.
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.