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How to populate a report with widgets
How to populate a report with widgets
Updated over a week ago

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.

For a walkthrough of how to create a new report, as well as how to build the new report, please click the gif below ⬇️

Alongside the actual data flowing through from your data source (Sage, Xero or QuickBooks Online), any forecasted data you create can be referenced.

You might want to look at a specific budget alone, or compare multiple scenarios and budgets against your actual data. There are no limitations, compare as many different datasets as you need to.

Simply sync your Sage, Xero or QuickBooks Online account to have all your actual data ready for reporting.

For more specific guides, take a look at the links below.

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