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Access report templates

Understand who can access, create, edit, and use report templates in Futrli.

Futrli has two types of report template:

  • Pre-built Futrli templates

  • Templates created by users

You can use templates you've created across organisations you can access in your workspace.

If your workspace has one organisation, you can still create and reuse report templates.


Who can use report templates?

All Futrli users except guest users can access report templates.

Eligible users can:

  • Create report templates

  • Edit report templates

  • Use templates to create reports

For more information, see User roles and permissions.


Access specific templates

Your organisation access determines which user-created templates you can access.

If you have access to the organisation where someone created the template, you can access that template.

You can then use the template with other organisations you can access in the workspace.

If you need access to another organisation, ask to be invited.

To make your own template, create a report template.

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