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Publish a report template

Publish a report template in Futrli to make it available to eligible users in your workspace.

Templates you create start as drafts. Other users can't access a draft template until you publish it.

📎 NOTE: Guest users can't access templates you create. They can only access Futrli templates.

Publish from Report templates

  1. Go to Reports, then select Report templates.

  2. Select the draft template.

  3. Select Actions, then Publish.

Publish from the template

  1. Open the draft template.

  2. Change Draft to Published.

Template access

Users need access to the organisation where you created the original report to access its template.

Users without access need to ask an administrator for access.

Unpublish a template

After you publish a template, the Publish option changes to Unpublish.

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