This article will set you up to be able to create reports within ScaleXP. It's really important that you have configured your P&L and Balance sheet within the Load Data tab before creating your first reports.
This is detailed within these articles
How to configure your P&L and Balance Sheet in ScaleXP (consolidated company)
How to configure your P&L and Balance Sheet in ScaleXP (single company)
You can watch the video below, or follow the steps to configuring your first reports in ScaleXP
Here are a few more article that you may find helpful during your ScaleXP setup
- How to create a new custom report
- How to edit a report and create your own custom rows and columns
- How to create new columns; how to change time periods; how to edit report columns; modify columns
- FX Rates: What foreign exchange rate is being used?
- How to report on Xero Tracking Codes or Quick Books Classes in ScaleXP
- How to configure your P&L and Balance Sheet in ScaleXP (consolidated company)
- How to configure your P&L and Balance Sheet in ScaleXP (single company)
Should you want further clarification or help with getting your reports set up, don't hesitate to contact support@scalexp.com.