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Display a cash flow forecast in a report

Display published cash flow forecasts in Futrli reports using a custom widget.

Written by Futrli Support

You can display published cash flow forecasts in a report using a custom widget.

📎 NOTE: You need to publish a forecast before it's available in a report.

  1. Create or edit a report.

  2. Add a chart or table widget.

  3. In Datasets, select the forecast you want to display.

  4. Select Choose data.

  5. Under Financial data, select Cash Flow Statement.

  6. Select the cash flow data you want to display.

  7. Select the required date range.

The widget displays forecast data based on the selected forecast and date range.

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