Instead of using prebuilt widgets when you create a report, you can use the Builder tool to customise your own charts or tables.
Step 1 - Create a custom widget
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.
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
Click the widget itself to 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
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.
📌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:
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.
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
On, for example, the Axis 1 tab, click Choose data.
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
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
Under Branding, you can adjust the colours used
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:
Under the Rows section, you can enable Rounding for individual data items.
Under Columns , you can add comparison or summary columns
Under Branding you can format the table width
📎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.