Creating a new printed report

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

Written by Ross MacLeod

In this Guide you’ll learn:

  • How to create your very first printed report
  • The three different ways printed reports can be created in the Report Builder
  • What report defaults are and how to set them

Getting Started with the Report Builder

To create your first printed report you’ll first need to navigate to the Report Builder. To do so, select Printed Reports from the main navigation menu:

If this is your first time using the Report Builder and you’ve yet to create any Reports, you’ll find yourself immediately dropped on the New Report page:

New Report Screen

Not your first Rodeo?

If you’ve already created at least one report, clicking Printed Reports from the main navigation will instead take you to the Report Builder home page. Here you’ll find all of the reports you’ve created already listed, so you can conveniently access, edit, copy, print or delete them. To create a new report from the home page, click the New Report button in the top right:

Click New Report

Creating a printed report from a Template

You can start creating management reports in seconds using one of our pre-built templates. These allow you to create meeting-ready printables at the click of a button, which you can then customise or simply export to PDF. To create a report from a template, click the Use Template button adjacent to the template you wish to use.

Creating a Printed Report from a Template

After setting your report defaults you’ll now have a ready-to-go management report, which you can save, print or edit.

What are report defaults?

Whenever you create a new printed report you’ll be asked to set the default values you’d like to use for tables and charts. By setting defaults, you can quickly add additional pages, tables and charts to your report without having to re-select the organisation, time period and scenario you wish to report on each time. The default settings you choose can be changed at any time, so don’t worry if you decide later you’d like to use a different scenario! You can also override these defaults on an individual basis on particular tables and charts, giving you complete control to setup your report the way you want.

Setting report defaults

When prompted, set your report defaults by selecting the default organisation you wish to use, the default time period you wish to report on and the default scenario you’d like to be selected when reporting on forecast data. If you haven’t created a scenario yet for your organisation the latter option won’t appear. Note: When creating a report from scratch or by importing a board, you’ll also be asked to enter a name for your report within this window. 

Set Report Defaults

Creating a printed report from a board

You can convert any of the dashboards you’ve created in Futrli into a printed report, allowing you to quickly and scalably recycle your existing content.

Import Board into PDF

After hitting Import, you’ll be prompted to enter a name for your report and enter your Report defaults, before being asked to select the board you wish to convert to PDF. You’ll find every board in your account listed here. Simply click the board you wish to use and it will be imported and converted into a printable report, which can then be edited, saved or printed:

Import a Board

Creating a printed report from scratch

For total flexibility you can create a printable from scratch, giving you a completely blank canvas to play with! To create your new playground, select Start with a Blank PDF and then enter a name for your report and choose your desired Report defaults.

Create a PDF from scratch

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