If someone creates a workspace template in a different organisation, you may need to complete a mapping process when you create a report using that template.
When you use the workspace template a pop-up window appears, prompting you to select relevant accounts to use in the report. For example, forecasts, accounts, formulas etc.
📎NOTE: If you can't select an option, you would need to create that dataset first. For example, if there's no forecast to map to, you need to create a forecast.
If you close without saving, you can click the red warning icon to bring up this mapping window again. This warning icon remains until you've mapped the data.
You can also map the data directly by clicking the greyed-out widgets in the report, then update from the builder section.
