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Build your own report widgets
Build your own report widgets

Create your own custom graph or table

Updated over a week ago

Instead of using prebuilt widgets when you create a report, you can use the Builder tool to customise your own charts or tables.

Builder tool in a report.


Step 1 - Create a custom widget

  1. When you create a report, the Builder option allows you to create different types of widgets.

    You can choose from vertical or horizontal bar graphs, pie charts, line charts, tables or scorecards.​

    Screenshot of different chart options, such as bar charts, line graphs, pie charts and tables.



  2. Select the widget you want to use, then drag and drop it into the report. Reposition and resize as required.

    A GIF showing a graph inserted into the report using the drag and drop function,


Step 2 - Name the widget

Click the widget itself to add a title and sub-title.

Screenshot of the title of chart, which you can edit.

📎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

From the Dataset dropdown, select the data source you want to report on.

You can select one or multiple datasets: Actual data, Prior year actuals, or Forecasts.

This determines the data you can choose from for your chart or table in the next step.

Widget builder in a report. Data set dropdown.

📌TIP: See how to use different datasets to compare your data.


Step 4 - Select your date range

Select the data range you want to report on:

Screenshot of the options available for data range.

Next, select whether you want to also report on the prior or next periods. The periods are relative to the data range type you select.

EXAMPLE: Report on this quarter and the prior three periods.

Screenshot of an example of a date range.

These options show data in the widget from this quarter and the previous three quarters.


Step 5 - Select your data

Next, choose the data items you want to report on.

You have two options: via the Choose Data button, or via a Custom formula.

Depending on the type of chart you insert into your report, you’ll add your data against the chart's Axis, or the table's rows and columns.

Option 1 - Choose Data

  1. On, for example, the Axis 1 tab, click Choose data.

    Screenshot showing Axis 1 and Axis 2 tabs, and the 'Choose data' and 'Create formula' buttons

  2. On the pop-up, select the data you want to include in the chart.

    You have three data types to choose from:

    • Financial data - you can select parent categories, single accounts, or groups of accounts from your ledger activity

    • Formulas - these can be either Futrli's default formulas from the library, or your own custom formulas under Organisation formulas

    • Drivers - any data that you previously categorised as driver

  3. Click Save to save these changes.

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

You can use a second column to compare data in a table, and use the second axis to layer different graph types in a chart.

Option 2 - Create a formula

Alternatively, you can click Create formula to calculate specific data via a formula.


Step 6 - Customise further

Once you've selected your data, you can customise further:

  • You can drag and move the data items to reorder them

  • Under each data item, the option Data Includes allows you to narrow down your selection and target specific groups or categories

Other options will vary depending on whether you’re working with charts or tables:

With charts,

  • Under the Default axis settings you can adjust the Axis to auto-scale, select the data format and apply Rounding.

  • Under Branding, you can also deactivate lines with no value or show labels

📌TIP: Use our guide detailing the Chart settings for more information.

With tables, you can also apply the following:

📎NOTE: As you change any of the fields in the Builder section, your widget updates automatically in the report.


Next steps

Once you have added your widgets to your report, you can customise the report further to reorganise the widgets, add text or images and improve the general layout.

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