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Display actual or historical data on a report

How to view actual and historical data in a report.

Futrli Support avatar
Written by Futrli Support
Updated over 10 months ago

When you build your own widget, you have three options for the type of data you can show in a report:

  • Actual data - This is your actual known data up to today's date

  • Prior year actuals - The results from the same time last year

  • Forecast data - The figures created from a published forecast

When reporting on a mix of actual and forecasted data, your options will depend on the type of forecast you select.

1 year P&L only

This will only display forecasted data for the period selected.

3 year cash flow

With this forecast, you can control when the actual data shows until, then when the forecasted data shows from. You can do this within the forecast itself.

3 year cash flow with due invoices

This forecast option will always display actual data until yesterday, then forecasted data from today.

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