Skip to main content
Edit a report

How to make changes to a report.

Updated over a month ago

When you create a report, you can edit it whenever you like.

  1. Click the Reporting tab.

  2. In the left-hand menu, click Reports. You can see your 'Published' and 'Draft' reports.
    โ€‹
    Click on the option where the report sits currently, for example, Published.
    โ€‹

  3. Click on the report, then click Edit.
    โ€‹
    โ€‹

    Edit option for a report.

๐Ÿ“ŽNOTE: All changes save automatically.

You can make changes to the following:

  • Report title

  • Templates - Use Futrli templates or ones created by you and other users

  • Widgets - Add or edit existing Futrli widgets

  • Builder - Create and add your own widgets

  • Add text blocks

  • Images

  • Add new pages

  • Page setup

    • Orientation - Portrait, Landscape or Dashboard

    • Background colour

    • Paper size - A4, A5 or A6

    • Margins

๐Ÿ“ŒTIP: For more information on these options, use our Build a report guide.
โ€‹
You can also use our interactive walkthrough of how to customise a report in Futrli.


Other options

When you edit a report you can also:

  • Zoom in or out

  • Set period dates for all widgets

  • Print the report

Page setup, zoom, period end, and Print options for a report in Futrli.


Why can't I edit a report?

If you're trying to edit a published report that you didn't create yourself, you can only edit if it isn't locked.

Did this answer your question?