There are pre-built widgets in Futrli that you can use to display data in a report. You can also create your own custom widgets.

Below we explain how to create your own widget and the data they can display.

Step 1 - Create a custom widget

After you create a report, to the right are options you can use to add information. One of these is Builder.

Different types of graph or table options appear.
Select the widget you want to use, then drag and drop it into the report. Reposition and resize as required.

Step 2 - Name the widget

Add a title and sub-title.

📎NOTE: If you want to leave either or both blank, the exported report will have a blank space. It won't show the 'Title will appear here' message you see before adding a title.

Step 3 - Add datasets

Select what dataset you want to report on. There is no limit to the number of datasets you can report on in one widget.

Datasets are the source of data you're reporting on, so actual data, prior year actuals, or any published forecast in the organisation.

You can see the options listed, including actual data, prior year actuals, then all published forecasts.

Drag the dataset and then drop it under Dataset or double-click the dataset.

Step 4 - Select data

Select the data you want to reference within the Financial data or Non-Financial sections. Alternatively, you can create your own formula.

Graph

For a graph widget, drag and drop or double-click what you need to show on the report into the X or Y-axis box.

📌TIP: Use the second X/Y-Axis box, if you need to use multiple data forms. For example, to look at gross profit and gross profit %.

Table

For a table widget, drag and drop or double-click what you need to show on the report into the Rows or Values section.

Step 5 - Select calendar fields

Graph

Set the date range to look at. Drag your date range from the Calendar fields section into the X-axis of a vertical chart or Y-axis of a horizontal chart.

Table

For a table widget, drag and drop or double-click what you need to show on the report into the Columns or Range section.