There are two types of template in Futrli:
Pre-built templates Futrli provides
Templates users create
Templates created by users let users share templates across any organisation they have access to on Futrli.
If your workspace contains only one organisation, you can still use these templates to save and reuse report templates.
Who has access to the feature?
All Futrli users except guest users can access report templates.
Users can:
Create report templates
Edit report templates
Use report templates when creating reports
Check the user roles and permissions guide.
Create a template
You create a template from existing reports. Futrli creates a copy of the report and saves the copy to the Report templates tab.
Who can access specific templates?
Access depends on the organisations assigned to the user. Users can access a template when they have access to the organisation.
They can then use that template in other organisations they can access within the workspace.