How to add or change a row

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

• To add a new row with data in it, click in the box at the bottom of the screen and select the data and/or formula you wish to add. 
  • By selecting Formula, you can create your own combination of accounts, ScaleXP metrics, CRM data, and/or manual calculations. 
  • You can view this article for help on creating formulae; How to create or edit a formula in a report 
• To add a divider row (either blank or with text in it) click on + Add Divider (bottom right).

How to move a row

• To move a row, click on the six dots at the far left of the row.  See below. 

• To change Financial Categories, Groups, or Sub Groups (re-order, re-name, and/or change included accounts), use the button Configure base Profit & Loss or Configure base Balance Sheet (top middle).  

How to format a row

Click on a row to edit it.   When  clicked, the row turns blue and reveals the editing icons, as shown below:

• To rename the row, click on the first icon ( "T" shape) after clicking on the row.  Then type the new name into the pop-up box and save it.

• To delete the row, click on the second (trash bin) icon.  See below.

• To style the row, click on the third (paint brush) icon after clicking on the row to reveal formatting options such as bold/unbold, borders, colour, and number formatting. 

•  
  • Decimals: How to format the numbers in a report to show different decimal places or number type 
  • Colour: How to add colour to a report 
  • Borders:  How to add a border to a report; how to format a report with lines 
  • Click on Bold to bold/unbold the text.
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• To choose the level of expansion detail for the row (so the detail shows by default, without expanding in Reports, and shows when used in Presentations), use the expansion dropdown menu.  See How to expand/hide rows in a report 

How to edit columns (for time periods, budgets, variances, other )

You can use the columns editor to select different column configurations for your report.

Choose from pre-selected columns or create your own combination.

These can cover 

• time periods like month, quarter, year, year to date, etc.
• tracking codes, classes, or accounting entities - either individually or in combination
• budgets of your choice
• variances between columns

See screenshot below and  How to create new columns; how to change time periods; how to edit report columns; modify columns.

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Other helpful hints