Updated January 21st, 2026 by Spencer Elbert
How to add tracking codes, classes, or categories as rows in your reports
On the Reports page, select the report you would like the Tracking Codes on, select ‘Edit’ and then select ‘Edit Report’. From here, ensure you are on the ‘Rows’ view and click towards the bottom of the screen that says ‘Click to Start’. Tracking Codes or Classes can be applied to any single account or group of accounts (Financial Category, Group or...
0 min reading time
Updated January 21st, 2026 by Spencer Elbert
How to Add a Subgroup to Reports
Before we add the subgroup, ensure you have setup subgroups via this article here. How to configure your P&L and Balance Sheet in ScaleXP (single company) . Once you have added these, head on over to the 'Reports' tab and select the report you are looking to have subgroups in. From here, select ‘Edit’ and then ‘Edit Report’. Next, you will need...
0 min reading time
Updated January 21st, 2026 by Spencer Elbert
How to Add a Customers Page Report Into Your Budget
Starting off from the ‘Customers’ page, ensure you have setup a relevant report you would like to have included within your budgets. Make sure you follow this guide in how to create a new report on the Customers page.: How to create a new report on the Customers page; How to use Customer page reports throughout the system . For this example, we are ...
1 min reading time
