This article describes options for reporting on Xero tracking codes and QuickBooks classes and locations.

You can create a report showing tracking codes/classes in any of these ways:

Option 1: Use the New Report button to create a report on the Reports tab with a column for each code in a category or Class

The easiest way to create a new report for tracking codes or classes is to use the New Reports button.

This will enable you to instantly select a code group for which to view all the tracking codes at once, one per column. 

See below screenshots:

Click New Report + > Click P&L > Click Tracking Codes > Select Tracking Code & Time Frame

This option will create a new Tracking Codes report which you can further edit as per the "Edit Columns" option below.

New reports will not show the tracking code option for consolidated parent companies or companies without applicable Xero tracking codes or QuickBooks classes (those having either none or over 50 per category). See below for further options in these cases.

Option 2: Use the Columns configuration on the Reports tab

Go to Edit Report (top right) then Columns (button at top).  See How to edit a report and create your own custom rows and columns 

When viewing a report with tracking codes, you can also use "Edit Columns" to select any combination of tracking codes you wish to see, one or more per column. See screenshots below.

In Edit Columns, select "Add new preset" in the left hand sidebar and add columns for each tracking code or set of tracking codes to include. Select one or more individual tracking codes, "Remaining" for unassigned amounts, and/or "Tracking Category" to get all amounts, regardless of tracking code status. Name your preset, save, and "Exit".

Don't forget to rename your report to reflect the new tracking codes you have selected.

The below example shows a month's P&L with all tracking codes plus all unassigned costs, adding to the total at the far right. This can be created using either "New Report +" , P&L, and setting the toggle for Tracking Codes, or by using "Edit Columns" in an existing tracking code report and adding columns for each of the desired tracking codes.

If you have 50 or more Xero Tracking Codes or QuickBooks Classes, tracking codes reporting is not an activated feature. To access this feature, you would need to reduce the total number to below 50 and then contact support@scalexp.com.

Option 3: Use rows editing on the Reports tab

In Reports, use rows and formulas with GL accounts to select tracking categories.   

See How to add tracking codes, classes, or categories as rows in your reports and details below. 

When adding a row to a report from the P&L like a financial category, a group or a GL Account, you'll have a secondary option to choose a tracking category for that row. The same can be done in formulas.

1. In any P&L Report, click Edit > Edit Report > Rows
2. Click here to add a new row or create a formula
3. Choose an item from the Accounting section like a financial category, P&L group or account
4. Click Done
5. Now, with that row selected, click the cog wheel for additional configuration options
6. Finally, choose one or many tracking categories

The same steps can be done within a formula. Now this row or formula with tracking codes built in can be referenced by other rows and formulas in the report.

Formulas and Metrics are available in reports, dashboards and the Metric Library to select tracking codes as well. Edit any dashboard chart series or metric in the library and follow the same steps as the report above.

Option 4: Use Dashboards to create charts and graphs by tracking code or Class

In Dashboards, using any series or formula using GL accounts to select tracking categories.

You can use the Tracking Codes / Classes option to select which categories to include in a chart or graph.

To show a total by tracking code or Class, 

1. Create a line for the total
2. Create a stacked bar for each tracking code option, including “Remaining” (this will pick up any amounts not assigned a Class or Tracking Code).

Example below:

Option 5: Create customer page reports by tracking category or Class.

See How to report on tracking codes for Customer data and Add Metrics from Multiple Customers Pages to one Report or Dashboard. 

Option 6:  Create custom metrics

In the Metric Library, use formulas with GL accounts to select tracking categories or Class.

These can be used in Reports and Dashboards.

See How do I create a new metric in the metric library? 

Related articles

How to Add Xero Tracking Codes or QuickBooks Classes to Revenue Journals Proposed by ScaleXP