Welcome to reporting in Futrli.
With Futrli's reporting functionality, you can build reports that give you impactful insights into your business's current, past, and future performance.
Drag and drop gives you the power to design your own report, set up exactly how you want it.
A wide range of pre-built report templates and pre-built widgets are available to make life as easy as possible for you.
This guide looks at everything you can do in reporting.
🔍 WALKTHROUGH: If you'd like to take a full walkthrough tour of the Reporting tool in Futrli, click the GIF below ⬇️
Creating a report
Creating a report
The reporting tool in Futrli gives you complete control of customisation, but will also make your life as easy as possible.
Pre-built widgets are ready to be pulled onto reports. Your own widgets can be designed in seconds. There's no such thing as a mandatory page layout, any insight can be displayed however you'd like, wherever you'd like.
🔍 WALKTHROUGH: If you'd like to follow a walkthrough tour of exactly how to create a new report, then how to populate that new report with widgets (those are your charts, graphs and tables), please click the GIF below ⬇️
For more specific guidance, the following help guides are available.
Customising a report
Customising a report
Reporting just became easy with intuitive drag and drop.
Effortlessly drag and drop pre-built templates, widgets (those are your charts, graphs and tables), images and text blocks onto your report.
Alongside the actual data flowing through from your data source (Sage Accounting, Xero or QuickBooks Online), any forecasted data you create can be referenced. That might be looking at a specific forecast alone, or comparing multiple forecasts against your actual data. There are no limitations, compare as many different forecasts as you need to.
Simply sync your Sage Accounting, Xero or QuickBooks Online account to have all your data ready for reporting.
🔍 WALKTHROUGH: If you'd like to follow a walkthrough tour of exactly how to create a new report, then how to populate that new report with widgets, please click the GIF below ⬇️
For more specific guides, take a look at the links below.
Sharing a report
Sharing a report
Do you want others in your workspace to have access to the report you've created? Or would you rather keep the report to yourself? What if you share it, do you want others to have edit access?
These options are all covered.
Every report will start life as a draft. This means that you and only you will have access to it.
From draft status, you have two options. Firstly, you can keep the report to yourself by leaving it as a draft - you can still export it, duplicate it, edit it, it will just remain accessible to only you.
Alternatively you can publish the report. This will move the report into the wider Futrli world, making it accessible to anyone with access to the organisation in question.
If you're happy for other eyes to see the report, but would rather keep editing access restricted to you only, no problem. You'll be able to simply 'lock' the report. This will keep edit access away from any potential meddlers.
🔍 WALKTHROUGH: For a walkthrough of how to share a report in Futrli, please click the GIF below for a guided walkthrough ⬇️
For more specific guides, take a look at the links below.
Scheduled reporting
Scheduled reporting
Report scheduling is, in simple terms, the ability for a user to automate the email distribution of a report.
Would you like to send a certain report every Friday afternoon? Or on the first day of the month? That is exactly what you're able to do with report scheduling.
🔍 WALKTHROUGH: For a walkthrough of how to set up a schedule for a report, click the GIF below ⬇️
For more specific guides, take a look at the links below.
Exporting a report
Exporting a report
Reports don't have to be kept tucked away in your Futrli account.
🔍 WALKTHROUGH: For a walkthrough of how to export report, please click the GIF below ⬇️
For more specific guides, take a look at the links below.
Workspace templates
Workspace templates
Use pre-existing reports to build new reports. If you have one organisation connected to your workspace, build your own templates for that organisation. If you have multiple organisations connected to your workspace, these templates will be available across all organisations.
🔍 WALKTHROUGH: For a walkthrough of workspace templates, please click the GIF below for a guided walkthrough ⬇️
