While a choice from 140+ report and chart templates is enough for many of our customers, there’s always someone who wants that little bit more and needs to customise reports. Transforming your final output with the powerful report designer will do just that.

 

 

Customise Reports with the Powerful Report Designer

Something as simple as adding a logo to a report or adding or removing a column can make a big difference in presenting your reports. And, sometimes changing the colours in a chart is a powerful way of customising to your audience. For those of you who do like to get your hands dirty with the advanced features of Calxa, the powerful Report Designer is proving to be one of our most popular features. Our help centre has a variety of help notes and videos on what you can achieve.

 

 

The Power Lies In The Flexibility

The sky’s not quite the limit but there’s lots you can do with this powerful report designer.

 

Presentation of Reports

For some people, it’s the look of the report that is important. Calxa’s powerful report designer will help you to:

  • Add your logo
  • Change the colours to match your branding
  • Alter the font

This Web Chat recording covers exactly this topic so be sure to come along!

 

Structure of Reports

Getting the right information is the motivation for many users. Many reports have additional columns that are not normally displayed but might be exactly what you are looking for. See the Customise Reports help note for all the possibilities.

Moreover, charts can be switched from one type to another and you can change terminology to suit your needs. Calxa’s powerful Report Designer provides you with the flexibility to mould the reports to your precise needs.

 

Report Layouts

Our reports are page-based and sometimes this isn’t what you want. One scenario is when you are exporting the reports to Excel from a bundle and it exports as one page per worksheet. We can’t change this behaviour but what you can do is change the page size to Continuous. This will put each report on its own worksheet.

Other useful tips are changing the orientation of a page or adding a watermark.

 

Calculations in reports

There are times when the report data isn’t quite what you want as it is. It’s possible to add calculated fields and even include conditional logic in them. You can calculate variance with your own logic and highlight them with Traffic Light colours.

 

 

Get Started with the Powerful Report Designer

If you are ready to tackle a more advanced functionality in Calxa, here are some pointers.

  1. Start with the these Help Notes for full instructions.
  2. Check out some Customisation Tips & Tricks.
  3. Join in our Web Chats and Events.
  4. Or, watch this recording Design Your Own Charts.
  5. Finally, get in touch with our Team to plan your customisation journey.

 

But foremost, don’t be embarrassed about getting stuck – it happens to the best of us in this advanced area!