The Reporting homepage is where you create, manage and access reports, dashboards, templates and exported PDFs.

You can create a report in three ways:

For detailed steps, check the create a report guide.

The Reports section contains all reports that you have access to. Futrli organises reports into:

For more details, check the draft and published reports guide.

The templates section contains templates you can use to create new reports.

Futrli organises templates into:

For more details, check the report templates guide.

The reporting area includes pages where you can manage exported PDFs and scheduled reports.

For more details, check the document manager guide.

The Recently used reports and dashboards section provides quick access to items you've opened recently.

Depending on the item, you can:

For more details, check the add a dashboard guide.

Select a report or template to display the available actions. Available options depend on whether the item is a report or template, and whether it's a draft or published.

Options can include: