If a report template was created in a different organisation, Futrli asks you to map data when creating the report.
For example, you can map:
Forecasts
Accounts
Formulas
Datasets
The mapping window appears when you create the report using the template.
đ NOTE: If an option is unavailable, create the missing dataset first. For example, create a forecast before mapping forecast data.
Open the mapping window again
If you close the mapping window without saving, Futrli shows a warning message until you complete the mapping. Select the warning icon to reopen the mapping window.
Update mappings from the report
You can also update mappings directly from the report.
Select the unavailable widget.
Go to the builder section.
Update the mapping details.