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Build and customise a report
Build and customise a report

How to build and customise reports to your specific needs.

Updated this week

When you create or edit a report, you have several options to customise it. Below we guide you through these options so that you can design your report according to your preferences.

๐Ÿ“Œ TIP: Use our interactive walkthrough of creating a new report in Futrli.


Rename a report

Click the title text to edit it. Click anywhere outside of the text box and the new name will automatically save.

Renaming a report.


Templates

You can use workplace templates, created by you and other users. Alternatively, you can use Futrli's own templates.

Just drag and drop the template onto your report to add it.

Templates option in a report.

๐Ÿ“ŒTIP: If youโ€™re editing a Portrait report and want to select a Landscape or Dashboard template, youโ€™ll notice the option is disabled. To be able to use those templates, you first need to change the report layout from the Page Set Up.


Widgets

Widgets are pre-built by Futrli and contain customer and supplier information.

You can drag and drop them into place and they populate with data automatically. You can also reposition and resize the widgets.

Widgets option in a report.

๐Ÿ“ŽNOTE: If you need to customise a widget, you need to create your own and use the Builder feature instead.


Builder

From the Builder section, you can create your own widget from scratch and customise it anyway you like.

  • Drag and drop a chart of table widget onto your report

  • Add a dataset

  • Set a date range for the widget

  • Add data from the P&L, balance sheet or cash flow

Use our Build your own report widgets for more details on how to customise your own widgets.


Text

You can add text sections to the report with a text block.

You can also:

  • Add the current time and date to the report by typing @REPORT_DATE

  • Add page numbers

Text option in a report.


Images

You can upload and then drag and drop images into the report.
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Images option in a report.


Add new pages

Toward the top right of the report you have two options to add pages:

  • Add a new blank page

  • Duplicate the page you're currently on

Add new pages option.

You can also delete a page you're currently on.


Page setup

On the top left is the page setup section which is where you can customise:

  • Orientation - Portrait, landscape or dashboard

  • Background colour

  • Paper size - A4, A5 or A6

  • Margins - These are in inches

You can select to show margins on the report

Page setup option.


Other options

When you edit a report, you can also:

Report zoom option.

๐Ÿ“ŒTIP: You can also check our dedicated Reporting collection with many more guides to help you with Reporting in Futrli.

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