Futrli

Allow other users to edit a locked report in Futrli.

Unlock a report

Display historical actual data alongside forecast data in Futrli.

Display historical and forecast data in a report

Brian Windsor

Futrli Support

Oliver Cook

Visualise data for exporting and sharing.

Reporting

An introduction to the reporting capability in Futrli.

Reporting in Futrli

How to create a new report in Futrli and the options you can see on the reporting homepage.

Create a new report

Report templates

Duplicate a report

Edit a report

How to share a report so it can be seen by others.

Share a report

How to publish a 'Draft' report for other users to see.

Publish a report

Report scheduling

How to download a report directly from Futrli.

Export a Report or Dashboard

An overview about draft and published reports in Futrli.

'Draft' and 'Published' reports

How to immediately email a PDF of a report.

Email a report as a PDF

How to permanently remove a report for all users.

Delete a report

Reporting basics

Create templates copied from existing reports that you can use to create future reports.

Workspace templates

How to create and build a workspace template.

Create a workspace template

How to edit an existing workspace template.

Edit a workspace template

How to edit the title of a workspace template.

Rename a workspace template

How to publish a workspace to make it available to view.

Publish a workspace template

How to map data in a workspace template when using a template created in another organisation.

Mapping workspace template data

How to permanently remove a workspace template.

Delete a workspace template

Who has access to workspace templates?

How to use a workspace template to create a report.

Create a report using a workspace template

Customise reports in Futrli using templates, widgets, text, images, and page settings.

Build and customise a report

Create custom charts and tables in Futrli using datasets, formulas, drivers, and financial data.

Build your own report widgets

Rename a report

Add notes, headings, and widget titles to make Futrli reports easier to read.

Annotate a report

Add text to a report

Choose the period of data displayed in Futrli report widgets.

Set the date range for a report

Change the position and size of widgets in a Futrli report.

Move and resize widgets on a report

Add page numbers to a report

How to add, duplicate, delete and reorder pages on a report.

Add, remove, duplicate and reorder report pages

How to create a report to show forecasted data.

Display forecasted data in a report

How to upload and insert an image into a report.

Add an image to a report

How to populate and customise a report using templates, widgets, text blocks, and images.

Add information to a report

Compare actual data, forecasts, and reporting periods in Futrli reports.

Compare data in a report

The main sections of the Reporting homepage in Futrli and where to manage reports, templates and exported PDFs.

Reporting homepage overview

How to view actual and historical data in a report.

Display actual or historical data on a report

How to show actual data on a report for the last year.

Display last year's actual data on a report

Change colours for reports, charts, tables, and text in Futrli.

Customise report colours

Add an existing formula or create a new formula in a Futrli report or dashboard widget.

Use a formula in a report or dashboard

Customise chart widgets in Futrli using axis settings, chart styles, and branding options.

Format a chart widget

How to display both actual and forecasted data on a report.

Display a combination of actual and forecasted data on a report

An overview of the formulas available to use for comparison, period, or summary columns.

Add a comparison, period, or summary column to a widget

How to exclude accounts or categories when selecting your data

How to display specific accounts, groups or categories on a report

How to display forecast predictions on a report

How to build a report showing a cash flow forecast

Control how numbers display in chart and table widgets using rounding and formatting options in Futrli.

Format numbers in report widgets

Customise the layout, size, and appearance of table widgets in Futrli reports.

Format a table widget

Use Axis 2 to display multiple chart types within the same graph widget in Futrli.

Layer charts in a graph widget

Building a report

An overview about what the document manager is in Futrli.

What is the document manager?

How to merge reports

How to make a read-only published report to prevent other users making changes to it.

Lock a report to prevent changes

How to view historical data in a Futrli report.

View historical data in a report

Reporting FAQs

Webinars

Blog

Find answers and get help from Intercom Support and Community Experts

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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