How Can I Import Non-Financial Data to a Card (Report)?


As well as uploading financial data to Cards on Futrli, there is also the ability to upload non-financial data (more information on how to upload non-financial data to Futrli can be found here). The majority of Card options will allow you to upload non-financial data, but the most convenient Card to use is a Report Card. To create a Report Card, navigate to the Board where you’d like the Card to appear and click the Add Card button on the top of the Board.

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Step One

You will then be presented with different new Card options. Click the Report Card, which will appear at the top of the options list.


Step Two – Single Account

Futrli gives you the option to add either a Parent or Child category of non-financial data. To add a Parent category, Open the Report section of the Card. Where there will be four options; Add Accounts, Add Formula and Add Non Financial, which is the option to add a Parent category.

Once you have clicked Add Non-Financial, the non-financial Parent categories will be available for selection. Simply click on those you would like to appear on the Card and click Save.

The Parent Category will then appear on the Card, but with the ability to expand to also see the child data on the Table.

Step Three – Child Category

There is also the option to include individual Child categories for non-financial data. To include this, you will need to use the Formula Builder within the New Formula section.

Within the Formula Builder, you will be able to search for specific Child categories. To add them, you will just need to find the non-financial Account in question, add it to the Formula and click OK, ensuring the Account has been set to Margin rather than Percentage or Currency.

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You are able to add as many Child categories to the Card as you like. By adding them individually, they will appear on the Chart as well as the Table.

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