How to create a new custom report

Written By ScaleXP Customer Success (Super Administrator)

Updated at July 16th, 2025

 

 

Where tracking codes are used, you can also select a Tracking Codes report here. See more about Tracking codes reporting in How to report on Xero Tracking Codes or Quick Books Classes in ScaleXP 


You can read more about configuring columns in How to create new columns; how to change time periods; how to edit report columns; modify columns 

Always remember to Save the report!