Futrli Advisor is designed to show the data that is most important to you. We can use our Cards to see different combinations of data to provide personalised information. This can be done by adding rows to your Card to cover specific Accounts, custom Account groups, Account Categories, non-financial information or custom Formulas.
Adding rows using 'Search for a row...'
When you first navigate to the 'Report' tab on your Card, you will see the row defaults to 'Income'. This is always the case, but we can easily edit this:
Using the search bar you can add any Account Category, Account or Account Group 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:
This will then add the selected row to your Card:
If you want to remove a row, you can simply click the 'X' beside the row you wish to remove and it will disappear.
Adding rows using '...see all'
As well as adding rows one-by-one using the search bar, you can also add multiple rows in bulk by pressing the '...see all' button.
Multiple rows within your Organisation can be added in this way, from Accounts, Account Categories and Account Groups, to non-financial 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 Card.
Cashflow rows will only be available when you're working with Forecast data, so ensure you've chosen to display 'Actual and Forecast' or 'Forecast' data on your Card.
To add multiple rows, move your mouse over the item and click the row. Selected rows will be highlighted and ticked, you can add as many items as you like in this fashion:
Any option which contains groups, sub-groups or child accounts will display alongside a >. Click this to expand the Account and items contained within it.
Adding rows using 'New Formula'
Futrli is business reporting without restrictions, which empowers you to get the insights that matter to you. As well as adding Account Groups, Accounts and Account Categories, you can also create your own custom KPIs to add to your reports using a Formula. To create a custom KPI, click the 'New Formula' button.
This will then open up your personal Formula Library, with the pre-saved Formulas that we provide, as well an as any custom Formulas you have saved:
Clicking 'Formula Builder' will take you to the next screen where you can create a custom formula KPI:
For help getting started with creating Formulas, we have a range of Help Guides available!