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Create a report using a workspace template
Create a report using a workspace template

How to use a workspace template to create a report.

Updated over a week ago

Workspace templates are copies of existing reports other users in your Futrli workspaces have created. You can then save these reports as a workspace template which can be accessed by users in other organisations within the workspace.

📎NOTE: All users excluding 'Guests' have access to the workspace template feature. However, the user's access will depend on if the user has access to the organisation the report was originally created in.

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

Screenshot of the Reporting page. There are arrows pointing to a section at the bottom where a published workspace template is available to create a new report from.

You can then edit the report the same way as if you're creating one from scratch.

📌TIP: You can also create a report from scratch, then drag and drop a workspace template into the blank report.

GIF showing a user drag and drop a workspace template into their report.

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