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Creating and Customising Reports

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How to edit a report and create your own custom rows and columns

To change, edit, or add to row content in a report, go to Reports (top bar)>Edit (top right)>Edit Report. ...

July 14th, 2025 6 views 0 likes
How to create a new custom report

Edit Tutorial Where tracking codes are used, you can also select a Tracking Codes report here. See more...

July 14th, 2025 5 views 0 likes
Getting started with Reports: how to create and edit a report

This article will set you up to be able to create reports within ScaleXP. It's really important that you have...

July 14th, 2025 7 views 0 likes
How to create new columns; how to change time periods; how to edit report columns; modify columns

Use columns in Reports to add additional time periods, variances to budget, legal entity, tracking codes/Classes, etc., Go to Reports...

July 14th, 2025 5 views 0 likes
How to create or edit a formula in a report

This answers the questions "how do I create a formula in a report?" and "how do I edit an existing...

July 14th, 2025 5 views 0 likes