Exercise - Change the layout currently used on a report

  • 5 minutes

Exercise Scenario

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

Tasks

  1. Find the report on the Report Layouts page.

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

Steps

  1. Find the report on the Report Layouts page.

    1. Open the Report Layouts page.

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

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

    1. Select the line with the Standard Sales Invoice - Blue (Word) layout name.

    2. Select the action: Set Default

    3. A message is displayed: "Standard Sales Invoice - Blue (Word)" has been set as the default layout for Report "Sales - Invoice"

    4. Check that the column Default is active for the layout Standard Sales Invoice - Blue (Word)

The Standard Sales Invoice - Blue (Word) layout has now been set up as the default layout for the Sales - Invoice (1306) report.