Web Chat: Tips & Tricks for Management Reporting Video

Calxa Web Chat for Advanced Learning

This management reporting video is the recording of our interactive session sharing management reporting tips. Furthermore, you will see how Calxa can help you impress with reports and help your audience with good management reporting. Whether they are for your boss, yourself or your client, having the right information is vital to running any organisation. As a start. you will get some suggestions on some useful reports for any business and how to tailor them to give you exactly what you need.


Watch the Management Reporting Video

The Calxa team will share with you some management reporting tips. Essentially, you will learn how to impress your audience with the right reports. You will find actionable points like:

  • The basic reports that everyone should review
  • Reports for planning and decision-making
  • Getting the right level of detail
  • Personalise with KPIs



Who Should Watch the Management Reporting Video?

Above all, anyone who needs to prepare regular management reports should attend..

  • Accountants and Bookkeepers delivering Advisory Services
  • Company CFOs that want to impress the Bank Manager
  • NFP Finance Officers that need to extend 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.


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.



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