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Creating and Customising Reports

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Configuring your revenue data upon initial setup

This article provides an overview of steps to take when first setting up revenue recognition and MRR in ScaleXP. ...

August 14th, 2025 388 views 0 likes
Getting started with Reports: how to create and edit a report

This article will set you up to be able to create reports within ScaleXP. It's really important that you have...

July 14th, 2025 229 views 0 likes
How to create a new report from a template

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July 16th, 2025 126 views 0 likes
How to create a new custom report

Edit Tutorial

July 14th, 2025 245 views 0 likes
How to edit a report and create your own custom rows and columns

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

July 14th, 2025 284 views 0 likes
How to create new columns; how to change time periods; how to edit report columns; modify columns

Use columns in Reports to add additional time periods, variances to budget, legal entity, tracking codes/Classes, etc., Go to Reports...

July 14th, 2025 252 views 0 likes
How to create or edit a formula in a report

This answers the questions "how do I create a formula in a report?" and "how do I edit an existing...

July 14th, 2025 295 views 0 likes
How to create SaaS metric reports

These steps show you how to create a report comprised of SaaS metrics which are either pre-loaded into ScaleXP or...

October 17th, 2025 4 views 0 likes