How to create or edit a formula in a report

Written By ScaleXP Customer Success (Super Administrator)

Updated at July 15th, 2025

Table of Contents

How to create a new formula row How to select the data source How to add tracking codes/classes to a formula How to insert data for different time periods, averages, differences across time, rolling twelve months, etc. How to create and adjust formulas with your data source(s) How to delete a row How to move a row

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

How to create a new formula row

To select Xero Tracking Codes or QuickBooks Classes,

Click on the row to select the line you would like to report on by tracking category
then, on the account name row, click on the cog symbol for more options
select the dropdown for Tracking Codes or Classes you would like to report on
tick the boxes next to the codes or classes to be used, then Save.

After selecting data using the Formula button, you can change the time period of that data.

To change the time period, click anywhere on the row, then select the Period button.

To select a single month, for example the current month, choose Value;
To select a longer time period, for example, the total for the past 3 months, select Add then choose the start and end of the time period (see screenshot below);
To select an average over a time range, for example, the average amount over the past 3 months, select Average then choose the start and end of the time period;
To select the change in value from one date to another, for example to calculate the increase in active customer numbers, select Change, then the start and end date.

Add multiple rows for your data.

Then adjust the calculation type from the drop down menu (Add, Divide, Multiply, or Subtract).

If required, use brackets.

Create brackets using the bracket symbol at the bottom right of the editing box

Drag and drop data into bracketed group using the six dots at the left of the data, or add new data within the brackets where it says Click here to add a new row

Adjust the Outcome Format using the menu at the bottom of the formula box.