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            How to view all uploaded accounts and their groupings

            Written By ScaleXP Customer Success ()

            Updated at July 30th, 2025

            The best place to see all accounts and their category grouping is in ‘Load Data’ (top bar), ‘Configure P&L, BS’ .  

            This is not a report but a settings page.

            These groupings carry through into all other reports and presentations. 

            • categorize users
            • display accounts
            • account mapping

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