Subcategories

• How to change the definition of a reactivated customer vs a new customer

  This article explains how to customize settings for defining a new customer versus a reactivated (that is, previously lost and...

  February 12th, 2026 628 views 0 likes
• How to create a customers page report and use it across ScaleXP

  By default, the customer page comes pre-populated with two to four reports: Revenue Recognition (accounting view) MRR (full month view)...

  July 14th, 2025 788 views 0 likes