How to create a new report on the Customers page; How to use Customer page reports throughout the system

Written By ScaleXP Customer Success (Super Administrator)

Updated at July 15th, 2025

By default, the Customer page comes pre-populated with two to four reports:

  1. Revenue Recognition (accounting view) and
  2. MRR (full month view)
  3. ARR
  4. IFRS / GAAP

Read more about each of these reports here: Customers tab: where to configure and review revenue and customer information, MRR, ARR 

To create a new report, use the "New Report" button in the top left of the left hand sidebar. By default, the MRR report is linked to all reports and metrics globally throughout the system.   You can see this because it has a globe next to its name (left hand sidebar).  

You can create any number of new reports on the Customer page. 

Any report on this page can be selected as the global report. 

Any report can also be used in Reports, Dashboards, Presentations, and Metrics.    

You can use more than one report in a single report, chart, Dashboard, etc.

 Read more about how to select different Customer page reports for your metrics and reporting here. 

See this report for a detailed description of the Configure Report settings in this pop-up. 

See this article for how to change the report used globally. 

See this article for more detail on setting filters and views.