Workspace templates are pre-existing reports you can use to create new reports. These templates are available across all other organisations connected to your workspace.

All Futrli users, except Guest users, can view and create reports from workspace templates. However, they must have access to the organisation the workspace template was originally created in.

This is due to privacy measures during the mapping process, where you can see the names of accounts, groups and budgets/scenarios from the original organisation.

You create a workspace template by duplicating an existing report created in Futrli.

Once you create a workspace template, any user can edit any template they have access to.

Publishing a workspace template is how to make the template available to select from when creating a new report.

Once you publish a workspace template, you can select to use that template when you create a report.

If the workspace template was created in a different organisation, you may need to complete a mapping process when you use that template.