Slides pull their figures from your saved reports and dashboard charts, so set those up first.
Connections
- Connect your accounting system and let the first import run. See Getting started with Xero or Getting started with QuickBooks.
Set up in ScaleXP first
- Configure your P&L and balance sheet, so your reports show the right figures. See How to configure your P&L and balance sheet in ScaleXP (single company) or How to configure your P&L and balance sheet in ScaleXP (consolidated company).
- Create and save the reports you want to show. You can only add reports that are saved in Reports. See Getting started with reports: How to create and edit a report.
- Create any charts you want in Dashboards first. A presentation can use any chart you have created there. See Getting started with dashboards.
- Load a budget if you want to compare actuals against it. See How to add a budget or forecast.
- Have your logo (PNG or JPEG, 20MB or smaller) and your brand colors as hex values ready for your theme. See Presentations v2 and Themes.
Check your access
- The new Presentations and Themes are switched on per organization. If you don't see them in the sidebar, contact ScaleXP support. See Presentations v2 and Themes.
- Guest users who have been given access to individual presentations don't see the new Presentations or Themes yet.
Decide before you start
- Choose the type of pack and who it is for, for example a management pack or a board pack. See How to create a new presentation with the help of AI.
- Choose the reporting period and what to compare actuals to: Budget, Prior month or Prior year.
- Choose the Theme and the Confidentiality footer text. See How to change presentation styles, themes and eliminate images and lines.
- Check which slides need a matching report or chart. Slides that need one appear grayed out until you create it.
Next step
- When you are ready, go to Getting started with presentations: How to create and edit a board pack.