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Draft and published reports

Learn how draft and published reports work in Futrli and how report visibility affects sharing and editing.

Written by Futrli Support

Draft and published reports

New reports start as drafts in Futrli. Draft reports are only visible to the user who creates them.

Published reports become available to other Futrli users with access to the organisation.


Create a draft report

Whenever you create a report, Futrli automatically saves it as a draft.

Draft reports:

  • Are only visible to the report creator

  • Support email sharing

  • Support scheduling

  • Support PDF export

You can create as many draft reports as you need.


Publish a report

When you publish a report, other Futrli user with access to the organisation can access the report.


Share a report

You can share reports in several ways.

Internal sharing

You can:

External sharing

You can export reports as PDF files for external sharing.


Lock a report

Published reports allow other users to edit the report. If you want to stop other users editing the report, lock the report. Other users can still view the report, but they can't edit it.

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