When you create a report, you can edit it whenever you like.
Click the Reporting tab.
In the left-hand menu, click Reports. You can see your 'Published' and 'Draft' reports.
Click on the option where the report sits currently, for example, Published.
Click on the report, then click Edit.
📎NOTE: 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
📌TIP: For more information on these options, use our Build and customise a report guide.
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
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.