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Reporting - Walkthrough
Updated yesterday

Reporting in Futrli puts control firmly in the hands of the report creator.

  • Drag and drop widgets into position on the report.

  • Use one of Futrli's pre-built templates, or build your own for use across all organisations in a workspace.

  • Add pre-built widgets such as top invoices due, top sales accounts and suppliers you have paid the most.

  • Create your own widgets, with a range of graph options available.

  • Compare multiple forecasts against one another.

  • Customise report colour schemes, including the option to use hex codes.

  • Reference non-financial data and build your own formulas.

  • Provide commentary or analysis with text blocks.

  • Add images such as your company logo.

And when your report has been created and is ready for sharing, utilise the Schedule feature, where you can set up automated emails to your clients with the report attached.

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