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

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As well as uploading financial data to Cards on FUTRLI, there is also the ability to upload non-financial data. 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.

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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.

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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.

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

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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 Add Formula section.

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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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