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 Futrli Support

Without data your reports won’t be especially insightful, so let’s look at how you can start adding the information you care about to your charts and tables. Discover how to:

  • Add data using the search bar
  • Add data in bulk
  • Add custom KPIs

Adding data using the Search bar

Using the search bar you can add any data item within your selected organisation to your report. To do so, simply enter the name of the item you wish to add and then select it:

Adding an Item using the Search Bar

Adding data in bulk

As well as adding items one-by-one using the search bar, you can also add multiple items in bulk by pressing the see all button.

Selecting See All

Any data saved within your account can be added in this way, from accounts, categories and groups, to non-financials, cashflow accounts and saved formulas – but data has to have been added for it to appear. If you’ve not yet added any non-financial data, you won’t find the option to add it to your report for obvious reasons!

To bulk add items, hover your mouse over the item and click the tick that appears. You can add as many items as you like in this fashion.

Adding Account CategoriesAny account which contains groups, sub-groups or child accounts will display alongside a >. Click this to expand the account and items contained within it:

Add Nonfinancial data

Adding custom KPIs

Futrli is business reporting without restrictions, which empowers you to drill into the data that matters to you. As well as adding groups, accounts and categories, you can also create your own custom KPIs to add to your reports. To create a Custom KPI, click the New Formula button and then select the Formula Builder.

Select Formula

Using the search bar, locate the items you wish to use within your formula and then select the calculation you wish to be performed, name your KPI and hit Ok to save. Top tip: You can include financial and non-financial data within the same formula, set the display type and the rounding. 

Create Formula



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