A report layout determines the look of a report. It controls which data fields of a report dataset appear, how they’re arranged, styled, and more. A report may have more than one layout, which you can then switch among as needed.
When there are multiple companies in the application, the layouts are set on a per-company basis. So the same report in one company can have a different layout in another company.
There are a few ways to set which layout a report uses. Each way has advantages, depending on what you’re looking to do:
- From the report request pageWhen setting up a report to run, the report request page includes the Reports Layout field that shows the current default layout used by the report. You can use this field to temporarily switch to another available layout the report you’re running. After you run the report, the layout will revert to the default layout again. For more information, see Run and Print Reports.
- From the Report Layout Selection pageThe Report Layout Selection page displays a list of all reports. This page indicates what the current default layout for a report is. It lets you set layouts in different companies, without having to switch the company you’re working with.
- From the Report Layouts page The Report Layouts page displays all available layouts for each report in the current company. It’s also used to specify the default layout for reports. It’s easy to find a specific layout by sorting or filtering the list. Once you find the layout, you can set it for a report with a single selection.
Revert to the original default layout
Reports are designed to use a layout by default. You can switch back to the original default layout from Report Layout Selection page. Just select the report, then select the Restore Default Selection action at the top of the page.