Futrli

Existing reports in Futrli can be converted into templates, available across any organisation you have connected to Futrli.

📎 NOTE: Guest users can't access report templates you create, only the pre-built Futrli templates.

1. Go to Reports.
 
2. Go to Reports list.
 
3. Select the report.
 
4. Select Add to templates.

Futrli creates a draft version of the template. You can then:

- Rename the template
- Edit the template
- Customise the template

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Draft templates remain available only to the template creator until published. You can <a href="https://support.futrli.com/en/articles/9531553-edit-a-workspace-template">edit the draft template</a> at any time.

<a href="https://support.futrli.com/en/articles/9533525-publish-a-workspace-template">Publish the template</a> when you're ready to make it available to other users in the workspace. Users can then select the template when <a href="https://support.futrli.com/en/articles/9930397-create-a-report-using-a-workspace-template">creating reports</a>.

Create a template using an existing report and share the template across your workspace.

Create a report template

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Create a report template

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Publish the template