Exercise - Change the Layout Currently Used on a Report

Lesson progress:
72%

Exercise Scenario

A key user has been asked to set up the layout for the Sales Invoice - Red report.

Tasks

  1. Find the report on the Report Layout Selection page.

  2. Change the layout used on the Sales Invoice Report.

Steps

  1. Open the Report Layout Selection page.

    Screenshot of the Report Layout Selection search results.

  2. Find the Sales Invoice report on the Report Layout Selection page. In the Search box of the Report Layout Selection page, enter Sales - Invoice.

    Screenshot of the Sales Invoice search results.

    As you notice, there are several Sales Invoice reports. We will use report 1306 Sales - Invoice.

  3. Change the layout used on the Sales Invoice Report.

    1. Select the Sales - Invoice (1306) report in the Report Layout Selection page.
    2. Click Process, then Custom Layouts.
      Screenshot of the Custom Report Layouts results.
      Here you can see the currently available layouts for the Sales - Invoice report.
    3. Close the page.
    4. In the Report Layout Selection page, select report 1306, Sales - Invoice.
    5. In the Selected Layout column, change Word (built in) to Custom Layout.
    6. A window pops up. In that Custom Report Layouts window, select the line with the US Sales Invoice - Red description.
      Screenshot of the Custom Report Layouts page with the US Sales Invoice - Red selected.
    7. Select OK.
    8. The US Sales Invoice - Red layout has now been setup as the default layout for the Sales - Invoice (1306) report.
      Screenshot of the US Sales Invoice - Red layout set as default.

Next unit

Summary of Report and Document Layouts

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