Adding your first Card (Report)

In this guide we’re going to be walking through how to add a Card in FUTRLI for the first time. Cards are the building blocks for every report in FUTRLI. Each is a unique, custom report which can be tailored to suit your reporting needs.

Written by Ross MacLeod

About

In this guide we’re going to be walking through how to add a Card in FUTRLI for the first time. Cards are the building blocks for every report in FUTRLI. Each is a unique, custom report which can be tailored to suit your reporting needs. You can either build Cards from scratch or use one of our Card templates, each of which is a preconfigured report which can be tailored to your particular business in seconds. This guide presumes you’ve already created a Board. If you haven’t, we recommend you do so now with our guide to creating a new Board.

The Add Button

Cards can be added to Boards using the Add Card Button. You’ll find the Add Card Button on the top of every Board you have edit access for. It appears as a white square with a white plus in its centre:

Screen Shot 2017-01-17 at 11.58.39

The Card Library

Clicking the Add Card Button will cause the Card Library to load. This is where we select the Card we wish to add. The FUTRLI Card Library contains all of the raw Card types from which reports can be customised and created, as well as pre-configured Card templates which have already been created for you:

Screen Shot 2017-01-17 at 11.59.37

Adding a Card

To add a Card from the Library all we have to do is select it from the list and it will be added to our Board:

Screen Shot 2017-01-17 at 12.00.52