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Publish a report template

Publish a report template in Futrli to make the template available to other users.

Written by Futrli Support

Publish a template

A template you create will start as a draft. Other users can't access the template until you publish it.

📎 NOTE: Guest users can't access report templates, only Futrli's templates.


Publish from Reports

  1. Go to Reports, then select Report templates.

  2. Select the draft template, select Actions, then Publish.


Publish from inside the template

  1. Open the draft template.

  2. Switch the template from Draft to Published.

The template then becomes available to eligible users in the workspace.


Template access

Users can only access the template if they have access to the organisation where you created the original report.

For example:

  • Users with access to the original organisation can use the template

  • Users requiring access to the original organisation need to ask an administrator for access


Unpublish a template

If you've already published the template, the publish option changes to Unpublish.

Unpublishing the template:

  • Removes access for other users

  • Doesn't affect reports already created from the template

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