Document Layouts

Learn how to customize document layouts and reports in Sparkrock 365 to follow your company's guidelines and preferences.

Learning Objectives

By the end of this module, students will be able to:

• Manage report and document layouts

• Create and modify report or document layouts

• Implement report selections and manage saved settings for reports

Prerequisites

Basic understanding of working with Sparkrock 365.

Lesson Contents

This lesson includes the following contents:

• Overview of Report and Document Layouts
  8 minutes

• Create and Modify a Custom Report or Document Layout
  18 minutes

• Update Report or Document Layouts
  6 minutes

• Change Which Layout is Currently Used on a Report
  6 minutes

• Implement Report Selections
  6 minutes

• Manage Saved Settings for Reports
  5 minutes

• Exercise - Change the Layout Currently Used on a Report
  12 minutes

• Summary of Report and Document Layouts
  5 minutes

Check Your Knowledge

2 minutes

Check your knowledge.

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