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Edit a report

Update an existing report in Futrli, including its content, widgets, layout and page settings.

You can make changes to an existing report from the Reports list.

📎 NOTE: Futrli automatically saves your changes while you edit. If another user created a published report, you can only edit it when they haven't locked it.

Open a report

  1. Go to Reports.

  2. Select the Reports list tab.

  3. Select the report you want to edit.

Available report options

Depending on the report setup, you can:

  • Change the report title

  • Add templates

  • Add or update widgets

  • Create custom widgets

  • Add text blocks

  • Add images

  • Add pages

  • Update page setup options

  • Change page orientation

  • Change paper size

  • Update margins

📌 TIP: For more ways to customise your report, see Build and customise a report.

Other report options

When you edit a report, you can also:

  • Zoom in or out

  • Update widget period dates

  • Print the report

Why can't I edit a report?

If another user created the published report, check whether they've locked the report.

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