Register today to learn more about:
- Drag and drop reporting
- Formula driven KPIs
- Custom reporting building without the need for a data-analytics degree
- Combined reporting and dashboarding
- Printed PDF reports
- Scheduled email reporting
Register Today
About the webinar
Drag and drop reporting is here!
Create reports and KPIs that you need with our new drag and drop feature, delivering confidence, customisation and flexibility at your fingertips.
In this quick introduction session, Helen Cockle, COO, Futrli will show you how to access impactful insights including building your own reports with customisable widgets that work on Excel pivot table logic, comparing and tracking different datasets and styling your reports to suit your branding and your business.
This is a live session that will include a Q&A and a preview at the ongoing roadmap development.
Reporting Made EASY - Drag & Drop
Custom report building without the need for a data-analytics degree.
Build reports that are meaningful to you and make the most out of your financial data.
You don’t have to spend any time transferring financial information into Futrli. Simply sync your Sage, Xero or QuickBooks Online account to have all your data ready for reporting.
About The Speaker
Helen Cockle
COO, Futrli
Reporting Features
Time-saving template drag and drop
Building a report should be as easy as child’s play. Futrli’s report templates are single and multi-page report collections that will give you out of the box reporting power.
Create formula KPIs from every data point
With every data point exposed for your use, the reporting formula builder is the most powerful in the marketplace. Future and historical datasets are in play as well giving you the greatest insights available.
Flexibility with drag and drop chart and table widgets
The reporting widget library is a collection of pre-made charts and tables to get your reports looking amazing with a quick drag and drop. Use our community widgets and create your own to share across your workspace.
Harness the power of data with the drag and drop pivot table builder
Everyone loves a pivot table. Their simplicity and power are second to none, so we’ve built our report builder around this concept. Historical and future data sets, non-financial information, drivers and predictions are all available to you as you build.
Efficiency gains: scheduling of reports
Any report can be set to hit your team, client or investor's inbox on the schedule you dictate. There’s even an optional review step you can make use of, so you can sense check before it's emailed.
Complete styling flexibility
No need for white labelling as reporting themes, colour customisation and table styling are at your fingertips. For businesses, set up once, and you’re good to go. For accounting firms, set up your firm theme and your clients’ themes for that added dash of professionalism.
Export to PDF and save to your PDF library
If you’ve built a portrait or landscape report, you will want to print it. Set paper sizes, margins and background colour or images to your text, charts and tables for a clean and professional report PDF that will also be saved to your document library for continued download.
Combined dashboards and reports for ease of use
Reporting and dashboards are effectively the same thing - a collection of insights and commentary about business performance.
Switch portrait, landscape or dashboard canvases in one click, and change background colours, margins, and paper sizes.
What our customers are saying
“It's a kick-ass cash flow forecasting software because it works beautifully.”
Willem Harrhoff, DoughGetters
“The Futrli team have been fantastic. The platform has been beneficial to both my practice and my clients.”
Sharon Hirsch, Argus Accounting