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Edit a report template

Update an existing report template in Futrli when you need to change its content or settings.

Users with the required access can edit templates from Report templates.

If you've published the template, Futrli shows a warning before you edit it.

  1. Go to Reports, then select Report templates.

  2. Select the template, then Edit.

  3. Make your changes.

You can edit the template in the same way as a report.


Publish a template

When you're ready to make the template available to other workspace users, publish it.


Unpublish a template

Unpublish a template when you want to stop other users accessing it.

Unpublishing:

  • Removes access for other users

  • Doesn't affect reports already created from the template

You can unpublish the template from the template options or from within the template.

If you no longer need the template, delete the report template.

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