The Basics

How to add a new Dashboard

Your insights start here!

Written by Hannah Mcintyre

Adding new Cards (Reports & Insights)

The big overview reports that you need for your business are 3 clicks away.

Written by Hannah Mcintyre

Including custom account groups within a Report (Card)

Written by Matthew Cawthra

Snapshot Cards – five fuss free insights

How are you performing up until today?

Written by Hannah Mcintyre

Report Cards

The workhorse card that you will use A LOT!

Written by Hannah Mcintyre

Comparison Cards

These gems give you comparative insight into how you are performing against last year, forecast, budget, or two scenarios.

Written by Hannah Mcintyre

Proportion Cards

Used sparingly you’ll get some clear insight over key metrics with these

Written by Hannah Mcintyre

Tracking / Department Cards

If you tag your transactions by job, region, department, sales person etc, you can get insights in FUTRLI beautifully

Written by Hannah Mcintyre

Forecast Cashflow Cards

Drill into even more detail than you can on the Cash Flow area of Scenarios

Written by Hannah Mcintyre

Benchmarking Cards

It’s a first step for us and still in Beta 🙂

Written by Hannah Mcintyre

Text Cards – annotate your findings

Great for communication and collaboration as well as your note taking!

Written by Hannah Mcintyre

Video Cards

If you want to make a kick-ass presentation using your Dashboards in presentation mode, you can include video content too!

Written by Hannah Mcintyre

How Can I Import Non-Financial Data to a Card (Report)?

Written by Matthew Cawthra

Moving and Resizing Cards

You can increase or decrease the size of the Cards you create and rearrange their order on your Board. This allows you to customise your Board layout in order to ensure that your data is displayed exactly how you want it to appear.

Written by Ross MacLeod

How to view a Card in Full screen mode

Using FUTRLI’s Full Screen Viewer you can view a Full Screen version of your report without needing to adjust your Board’s layout. This allows you to focus in on the details of your business more clearly.

Written by Ross MacLeod

Change how your data is aggregated: transactional or cumulative

Written by Ross MacLeod

Setting a KPI/Formula’s Display Type

Written by Ross MacLeod

How to delete a Card

Written by Ross MacLeod

Top tips on getting the best out of FUTRLI's reporting capabilities

Top tips for Cards and Boards (Adding Boards & Cards, Bulk editing, Presentation mode & Duplication)

There are always top tips for using a nifty piece of software and here are a few!

Written by Hannah Mcintyre

How Do I Calculate Cumulative Data from the Start of a Report Rather Than The Start of an Organisation’s Data

Written by Matthew Cawthra

Reporting on a 4-weekly Period

Using FUTRLI flexible date options you can quickly and simply select the appropriate date range for your report. In this guide we’re going to walkthrough how we would display 4 weeks worth of data for a specific period, week-by-week, and then how we can display four weeks worth of data collectively in one report.

Written by Ross MacLeod

Collaborating with your team, advisor or investors

Using the Share this Board option, you can share the Reports you’ve created in a live format. Any content that is shared as a Live Board will automatically update as changes are made to it by the Board Owner or by any User who has Write access to the Board

Written by Ross MacLeod

How to use Presentation Mode

Presentation is everything. This display style really focuses the audience and will change how you hold board meetings forever.

Written by Matthew Cawthra

Uploading Non-financial Data for the first time

Written by Ross MacLeod

Exporting options for Boards, Cards, Scenarios (PDFs, Excel, CSV)

You’ve got some insights, reports, forecasts, scenario comparisons and you need to send them to a team member

Written by Hannah Mcintyre

How do I compare Year vs Year results?

You can compare Year vs Year results using a Comparison Card. Comparison Cards allow you to view your data comparatively, X vs Y, so you can view differences in performance from one year to the next, variances between budgets and actuals, or the projected divergence between two different scenarios you’ve created in FUTRLI.

Written by Ross MacLeod

How Can I Export a Table and Chart on the Same PDF Page?

Written by Matthew Cawthra

How do I report on Tracked Data in FUTRLI? (Departments, Regions, Jobs etc)

You can report on tracked data in FUTRLI using a Tracking Card. This allows you to view data you’ve applied a track to in Xero. You can view tracked data on it’s own or collectively.

Written by Ross MacLeod