Create a template from an existing report when you want to reuse its content.
đ NOTE: Guest users can't access templates you create. They can only access pre-built Futrli templates.
Go to Reports.
Select Reports list.
Select the report.
Select Add to templates.
Futrli creates the template as a draft.
You can then:
Rename the template
Edit the template
Customise the template
Access a draft template
Only you can access a draft template you've created.
You can edit the draft template before publishing it.
Publish a draft template
When you're ready to share it with other workspace users, publish the template.
Other users can then use the published template when creating a report.