Working with Custom Layouts
A layout is a set of default filters, data column arrangements, groupings, and summary representations that focus on a particular aspect of the report data. Layouts apply to both the Summary and Data panes, if both are present.
You can select a preset system layout or create and save a custom layout.
Creating a Custom Report Layout
- After clicking View Report, use any available customization options in both the Summary pane (see Working with the Summary Pane) and Data pane (see Working with the Data Pane) of task reports or in the Data pane (see Working with the Data Pane) of questionnaire reports to create the report layout.
- To the right of the Layout menu, click
, and then click Create new layout.
- Type a layout name.
- (Optional) To enable other report users to select this layout, select Make this layout available to other users.
- Click OK.
Your custom layout now appears as an option in the Custom area of the Layout menu.
If you selected Make this layout available to other users, other users will see the layout in the Shared Layouts area of the Layout menu.
Selecting a Custom or Shared Report Layout
You can also select a report layout you previously saved (see Creating a Custom Report Layout) or one that another user has saved and shared. Layouts you save appear in the Custom area of the Layout menu, and layouts others have saved and shared appear in the Shared Layouts area.
Modifying or Deleting a Custom Report Layout
- For Layout, select the custom layout you want to modify or delete.
- Do one of the following:
- Make modifications to the Summary and Data pane layouts. Then, to the right of the Layout menu, click , and then click Save to current layout.
- To the right of the Layout menu, click , and then click Delete current layout.
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