Addings rows to cards

Make your Reports insightful by adding Data, from Accounts, Groups and Non-financials to Formulas and custom KPIs.

Written by Rob Guard

All our cards are designed to display some data, to give you insight into it. When you’re creating a new card you’ll always start with income selected – but you can add a lot more than monitoring income! Let’s discover how to:

  • Add rows using the search bar
  • Add multiple rows at once
  • Add custom KPIs

Adding Rows Using The Search Bar

Using the search bar you can add any category, account or 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:

Adding an Item using the Search Bar

Adding Multiple Rows

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 account can be added in this way, from accounts, categories and groups, to non-financials, cashflow 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 report for obvious reasons!

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 only’ data on your card. They’re also not available when you’re using tracking cards.

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.

Adding Account CategoriesAny account which contains groups, sub-groups or child accounts will display alongside a >. Click this to expand the account and items contained within it:

Add Nonfinancial data

Adding Custom KPIs

Futrli is business reporting without restrictions, which empowers you to drill into the data that matters to you. As well as adding groups, accounts and categories, you can also create your own custom KPIs to add to your reports. To create a custom KPI, click the new formula button and then select the formula builder.

Using the search bar, locate the items you wish to use within your formula and then select the calculation you wish to be performed, name your KPI and hit ok to save. Top tip: You can include financial and non-financial data within the same formula, set the display type and the rounding

Create Formula