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.
โ
Click on the option where the report sits currently, for example, Published.
โClick on the report, then click Edit.
โ
โ
๐NOTE: 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
๐TIP: 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
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.