Futrli Advisor gives you the ability to dictate the level of information you see on a forecast, either on Futrli Advisor itself, or once exported. This feature allows the user greater control of the forecast appearance.
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Step One
Within the forecasting section of Futrli Advisor, locate the forecast in question and open it up.
Each account category will have a triangular icon, which when clicked will expand the category. The icon being grey indicates the category can be expanded:
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Step Two
To expand the account category, click the icon. This will show the account lines and forecast items within the category, both while on Futrli Advisor and when the forecast has been exported:
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Step 3
There are further options in the top navigation bar, where you can hide or show rows with zero values:
