Workspace templates are pre-existing reports you can use to build new reports. These templates are available across all other organisations connected to your workspace.
📌TIP: Click the GIF below for an interactive walkthrough about workspace templates.
Who can create workspace templates?
Who can create workspace templates?
Any user role except for 'Guest' can create a workspace template.
Workspace templates created by one user are visible to other Futrli users, as long as they have access to the organisation the report was created in.
Who can use workspace templates?
Who can use workspace templates?
All Futrli users, other than Guest users, can view and create reports from workspace templates as long as they have access to the organisation the report was originally created in.
This is due to privacy measures during the mapping process, where the names of accounts, groups and budgets/scenarios from the original organisation can be seen.
Create a workspace template
Create a workspace template
You create a workspace template by duplicating a pre-existing report.
Click the Reporting tab.
In the left-hand menu, click Reports. You can see your 'Published' and 'Draft' reports.
Click on the option where the report sits currently, for example, Published.
Click on the report, then click Copy to draft workspace templates.
Publish a workspace template
Publish a workspace template
To make a workspace template available to other users, you must publish it. There are two ways you can do this.
Within reporting homepage
Within reporting homepage
Within the Reporting homepage, click on the draft you'd like to publish, then click Publish.
Within workspace template draft
Within workspace template draft
When you view the report, click the slider from Draft to Published.
Edit a workspace template
Edit a workspace template
Any user can edit any workspace template they have access to.
Click on the report name in the Reporting homepage, then click Edit.
