This article explains three ways to report on one or more subsidiaries within a consolidated company in ScaleXP, and how to add a column showing eliminations.
Option 1: Instant report by entity
This is the easiest option and is useful for seeing the split of each entity individually as well as how it contributes to the whole.
Create the report
- Go to Reports. Click + New, then New report in the left sidebar.
- Select the type of pre-designed report you want to create by selecting P&L, Balance Sheet, or Cash Flow.
- Select By Entity in the second row.
- Rename the report in the box at the top, then click Save.
Add a column for eliminations
If you are using eliminations, you can add an additional column to show the eliminations impact separately.
- Select Additional config options, then Add new column.
- In the new column, click the dropdown for Entity and select Eliminations.
- Drag and drop the column into position using the six dots at the top right of the column.
- Click Save as new column config at the top to save the column structure under a new name.
- Rename and save the report.
Option 2: Bespoke entity columns in a report
This option is useful for creating reports that combine financials from more than one (but not all) of your entities at a time. Once created, the column format can be reused across reports.
See How to create and edit report columns for general column editing instructions. When setting up entity columns:
- In the columns edit screen, click the dropdown under Entity.
- Tick one or more entities to show different combinations in the report.
Option 3: Entity report on the customers tab
This option lets you build a report by entity from the customers tab. Once created, it can be used in metric definitions as well as across reports, graphs, and presentations.
See How to create a new report on the customers page for general instructions. When building an entity report:
- Select the accounts you want to use for each subsidiary.
- Give the report a name and save it.
The report will then be available throughout the system — in reports, dashboards, metrics, and presentations.
