How to add Non-financial data to a Report at a Category level

Once you’ve imported Non-financial data into FUTRLI, you can reference it in your Reports either at an Account Category level or by creating a formula. In this guide we’re going to walkthrough adding Non-financial data at an Account Category level to a Report.

Written by Ross MacLeod

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Once you’ve imported Non-financial data into FUTRLI, you can reference it in your Reports either at a Category level or by creating a Formula. In this guide we’re going to walkthrough adding Non-financial data at a Category level to a Report. Please note, Non-financial data can only be added on Report and Comparison Cards.

Adding a Non-financial Category to a Report

With your Card in edit mode, select the Report tab of the Card. This is where we tell the Card what information we would like to display. By clicking in the search box within the Card, we can add non-financial Accounts:

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And then hit Done to view your data:

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