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Create a new report

Create a new report in Futrli using a template or a blank report.

Written by Futrli Support

You can create reports from the Reports section or from the global Create option.


Enter the report title

  1. Select the report title.

  2. Enter the new report name.

  3. Select anywhere outside the title field.


Choose how to create the report

  1. Go to Reports, then select Create.

  2. Create a report using one of the following:

    • Create from scratch: Start with a blank report and build your own layout using widgets and templates

    • Use one of my templates: Use a template you or another user created in your Futrli workspace

    • Use a Futrli template: Use pre-built Futrli report templates

📎 NOTE: Dashboards and reports are separate. To create a dashboard, go to the Dashboards section, or create a dashboard from the global Create option.


Build the report

You can customise the report using these options:

  • Add Futrli templates

  • Add My templates

  • Add pre-built widgets

  • Create custom widgets

  • Add text blocks

  • Add dynamic placeholders

  • Add page numbers


Publish the report

New reports start as drafts. Only the report creator can access a draft report. When you publish the report, other users can then access the report from the Reports section.

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