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.
📌 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.
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.
📌TIP: If you’re editing a Portrait report and want to select a Landscape or Dashboard template, you’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.
📎NOTE: 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
Images
You can upload and then drag and drop images into the 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
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
Other options
When you edit a report, you can also:
Zoom in or out
Set period dates for all widgets
Print the report
📌TIP: You can also check our dedicated Reporting collection with many more guides to help you with Reporting in Futrli.