In Futrli, it's possible to view historical data for the previous two full financial years, plus data from your existing financial year to date.
📌TIP: You can also view historical data in a forecast.
Click the Reporting tab.
Either create a new report, or locate the report you'd like to edit in the list of reports in the left-hand menu.
You can also find them under Recently used reports and dashboards.
If using an existing report, either:
Click on the report name from the list of all reports, then click Edit
Click the pencil icon on a recently used report
When in the report, you have two options.
Do you want to look at historical data only, or do you want to look at historical data that is then replaced by forecasted data?
Historical data only
Historical data only
When you edit a widget from the Builder panel, make sure you select the Actual data within the Datasets dropdown.
The historical periods to be reported on can then be selected in the Date range dropdown.
Historical data replaced by forecasted data
Historical data replaced by forecasted data
When you add a forecast to a report as a dataset, if you're not sure of the date range, you can check what dates the forecast is based on from the Forecast tab:
You can then select the appropriate Date range in the widget builder in the report :
