With Futrli's reporting functionality, you can build reports that give you impactful insights into your business's current, past, and future performance.
You can set up and design your report exactly how you want it using Futrli's drag-and-drop functionality.
There is a wide range of pre-built report templates and pre-built widgets available for you to use, or you build and customise a report from scratch.
📌TIP: Use our interactive walkthrough tour of the reporting functionality in Futrli.
Create a report
Create a report
The reporting tool in Futrli gives you complete control of customisation, but will also make your life as easy as possible.
Pre-built widgets are ready to be pulled onto reports. Your own widgets can be designed in seconds. There's no such thing as a mandatory page layout, any insight can be displayed however you'd like, wherever you'd like.
📌TIP: Use our interactive walkthrough tour of how to create a new report, and then how to populate that new report with widgets.
For more detailed steps on creating a report, use the guides below:
Customise and build a report
Customise and build a report
It's easy to customise and add data to a report. You can effortlessly drag and drop pre-built templates, widgets (charts, graphs and tables), images and text blocks onto your report.
Alongside the actual data flowing through from your data source (Sage Accounting, Xero or QuickBooks Online), you can reference any forecasts. That might be looking at a specific forecast alone, or comparing multiple forecasts against your actual data. There are no limitations, compare as many different forecasts as you need to.
Simply sync your Sage Accounting, Xero or QuickBooks Online account to have all your data ready for reporting.
📌TIP: Use our interactive walkthrough tour of how to create a new report, and then how to populate that new report with widgets.
There are plenty of guides available to help you build and customise a report.
Workspace templates
Workspace templates
Use pre-existing reports to build new reports. If you have one organisation connected to your workspace, build your own templates for that organisation. If you have multiple organisations connected to your workspace, these templates will be available across all organisations.
📌TIP: Use our interactive walkthrough tour of workspace templates.
Share a report
Share a report
Do you want others in your workspace to have access to the report you've created? Do you want others to have edit access? You have multiple ways to share a report.
For more information use the guides below.
📌TIP: Use our interactive walkthrough tour of how to share a report.