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Edit a report template

Update a report template in Report templates.

Written by Futrli Support

Users with the required access can edit templates in Report templates.

  1. Go to Reports, then select Report templates.

  2. Select the template, then Edit.

If you've already published the template, Futrli shows a warning before you continue. You can then edit the template in the same way as a report.


Publish a report template

Publish the template when you're ready to make it available to other users in the workspace.

Users can then select the template when creating reports.


Unpublish a report template

Unpublish the template to hide it from other users.

Unpublishing a template:

  • Removes access for other users

  • Doesn't affect reports already created from the template

You can unpublish the template from:

  • The template options menu

  • Inside the template


Delete a report template

If you no longer need the template, you can delete it.

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