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

• To add a new row with data in it, click in the box at the bottom of the screen and select the data and/or formula you wish to add. 
  • By selecting Formula, you can create your own combination of accounts, ScaleXP metrics, CRM data, and/or manual calculations. 
  • You can view this article for help on creating formulae; How to create or edit a formula in a report 

• To add a divider row (either blank or with text in it) click on + Add Divider (bottom right).

• To move a row, click on the six dots at the far left of the row.  See below. 

• To change Financial Categories, Groups, or Sub Groups (re-order, re-name, and/or change included accounts), use the button Configure base Profit & Loss or Configure base Balance Sheet (top middle).  

Click on a row to edit it.   When  clicked, the row turns blue and reveals the editing icons, as shown below:

• To rename the row, click on the first icon ( "T" shape) after clicking on the row.  Then type the new name into the pop-up box and save it.

• To delete the row, click on the second (trash bin) icon.  See below.

• To style the row, click on the third (paint brush) icon after clicking on the row to reveal formatting options such as bold/unbold, borders, colour, and number formatting. 

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  • Decimals: How to format the numbers in a report to show different decimal places or number type 
  • Colour: How to add colour to a report 
  • Borders:  How to add a border to a report; how to format a report with lines 
  • Click on Bold to bold/unbold the text.
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• To choose the level of expansion detail for the row (so the detail shows by default, without expanding in Reports, and shows when used in Presentations), use the expansion dropdown menu.  See How to expand/hide rows in a report 

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Hint: Go to Configure base Profit & Loss or Configure base Balance Sheet to change the way accounts are categorised and create new groups. How to configure your P&L and Balance Sheet in ScaleXP (consolidated company)  or How to configure your P&L and Balance Sheet in ScaleXP (single company) 

Hint: If you want to change the definition of a Metric for purposes of reports, KPIs, charts, graphs, presentations, etc. to be used throughout the system, then go to Settings (top bar)>Metric library (left sidebar) and find the definition you wish to change. More in formation on metrics can be foiund in What is the ScaleXP Metric Library? 

Hint: to hide (or show) rows with nil values on all reports, go to  Settings (top bar)> Organisation Settings (left sidebar)> Organisation values, and change the toggle under Hide accounts with 0 values.