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Create a report using your own templates

Use a template you created to build a new report.

Written by Futrli Support

You can build templates in Futrli from existing reports that you or other users can use to create reports.

📎 NOTE: Guest users can't access your templates.

Access to a template depends on whether the user has access to the organisation.

  1. Go to Reports, then select Create.

  2. Choose a template from My templates.

You can then edit the report as needed.

📌 TIP: You can also add templates to existing reports.

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