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Report templates

Use My templates in Futrli to create reusable report templates for your workspace.

Written by Futrli Support

My templates are reusable report templates created from existing reports.

You can use My templates to create new reports without starting from scratch.

Published My templates are available across organisations in your workspace, subject to user access permissions.


Who can use My templates?

All Futrli users except guest users can use My templates. Users need to have access to the organisation. This protects organisation's data during the mapping process.


Create a workspace template

Create a My template by copying an existing report.


Edit a workspace template

Users can edit My templates they have access to.


Publish a My template

Publish a My template to make it available to other users in the workspace.


Create a report using a My template

Use a published My template when creating a new report.


Map data in a workspace template

If another organisation created the template, you need to map the data before using it.

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