Getting Started with the Report Builder

Creating a new printed report

Learn how to start creating beautiful, scaleable management reports in FUTRLI’s Report Builder.

Written by Ross MacLeod

Adding pages to a report and editing page layouts

Find out how to add blank or prebuilt Pages to a report, rename Pages and edit the layout of Pages you’ve already created.

Written by Ross MacLeod

Adding templates, charts, tables and text to a page

Start adding eye-catching Charts, informative Tables and inspiring Text elements to your Report Pages and wowing your clients and colleagues.

Written by Ross MacLeod

Configuring charts & tables in a printed report

Configure your Charts and Tables to your business needs with our guide on setting Report Types, Date Ranges, Data Sources and picking delightful Titles and Subtitles.

Written by Ross MacLeod

Adding data to charts and tables

Make your Reports insightful by adding Data, from Accounts, Groups and Non-financials to Formulas and custom KPIs.

Written by Ross MacLeod

Controlling how data displays in a chart

Personalise your Charts and make them beautiful with our guide on setting default and individual Chart Types, and choosing what displays on a Graph

Written by Ross MacLeod

Controlling how data displays on a table

Find out how to control how your data displays on a table, from setting Rounding options and adding Column Formulas, to adjusting Table Cell Widths, Data Sets and more.

Written by Ross MacLeod

Adding commentary and printing your report

Add commentary to your Charts and Tables to discuss the numbers in more detail and longer conversations to Text elements. Once you’re happy, save and print!

Written by Ross MacLeod