Layout Reports

A layout is a saved configuration of a report — its selections, filters, sort, column settings, output options, and an optional printed title — stored under your own name so you can re-run it later from the Reports section of the navigator without re-entering anything.

Note: Layouts are saved to your Accredo account on the server (via the Storage Manager service, under the key reportlayouts), scoped to your user code. They are personal to you — other users do not see them — but they follow you across devices and browsers whenever you log in with the same user.

What a Layout Stores

Each layout records the underlying report it was created from plus the report-runner state that was active when you saved it. A freshly created layout starts empty and is filled in the next time you open and save it from the runner.

Layout Name	The display name shown for this layout in the navigator and in the dashboard shortcut pickers. Must be unique (case-insensitively) among the layouts saved for the same report. Saving with a name that already exists for that report prompts you to overwrite the existing layout.
Report Title	The title printed at the top of the generated report. It does not need to be unique. If you leave it blank when creating a layout, it falls back to the Layout Name so the printed report is never untitled. The override is only stored when it differs from the report's own default title.
Selections	Captured from the runner. The selection (parameter) values entered in the report runner, such as period, date range, and account ranges.
Filters	Captured from the runner. The filter expressions applied to the report's datasets.
Sort	Captured from the runner. The sort order applied to the report's datasets.
Columns	Captured from the runner. Column visibility, ordering, and display settings configured for the report grid.
Options	Captured from the runner. The report options that apply to printed and exported output.
Format	Captured from the runner. The output format last selected for the report (for example PDF, Excel, or CSV).

Where Layouts Appear

Saved layouts appear in the navigator's Reports section, grouped under the same module and subcategory as the report they were created from. Each saved layout is listed by its Layout Name above the Add Layout... entry for that subcategory.

Tip: A layout can also be added as a dashboard shortcut. Renaming a layout updates the title of any dashboard shortcuts that point to it, and deleting a layout also removes any dashboard shortcuts that point to it (the delete confirmation tells you how many will be removed).

Creating a Layout

There are two ways to create a layout.

Add Layout... In the navigator, expand a report subcategory under Reports and click Add Layout.... The Create Report Layout dialog opens, pre-filled with the report's own title as the default Layout Name (a number is appended if that name is already taken in the subcategory). Enter a Layout Name, optionally set a Report Title, and click Save. The layout is created empty — open it from the navigator to enter selections and save them.
Save As... While running a report from an existing layout, use the Layout menu and choose Save As.... This captures the current selections, filters, sort, columns, options, format, and title into a new layout, then opens that new layout.

Create Report Layout dialog

Layout Name	Required. The unique-per-report name shown in the navigator and shortcut pickers. Saving a name already used by another layout for the same report prompts to overwrite it.
Report Title	Optional. The title printed on the generated report. Falls back to the Layout Name if left blank.

The dialog shows where the layout will appear in the navigator (for example Reports › Accounts Receivable › Transaction Reports), based on the report's module and subcategory.

Saving Changes to a Layout

When you open a saved layout, the report runner shows a Layout menu next to the Run Report button. This menu is only available when you are working from a saved layout (not when running an unsaved report directly).

Save Updates the current layout in place with the runner's current selections, filters, sort, columns, options, format, and title.
Save As... Creates a new layout from the current runner state, leaving the original layout unchanged. You are then taken to the new layout.

The printed Report Title can also be edited directly on the runner by clicking the title; clearing it reverts to the report's original title. The edited title is stored on the layout the next time you save it.

Managing Layouts

When a subcategory has at least one saved layout, an edit (pencil) icon appears next to the subcategory name in the navigator. Clicking it opens the Manage Layouts dialog, scoped to that single module and subcategory. Changes are applied when you click Save; other subcategories are left untouched.

Reorder Drag a layout by its handle to change the order in which the layouts appear under the subcategory in the navigator.
Rename Click the edit icon on a layout, type a new name, and confirm. The new name must be unique among the layouts for the same report. Press Enter to confirm or Esc to cancel.
Delete Click the delete icon on a layout. You are asked to confirm. If the layout is referenced by dashboard shortcuts, the confirmation states how many shortcuts will also be removed.

Note: While you are renaming a layout inside the Manage Layouts dialog, the Save and Cancel buttons are disabled until you confirm or cancel that edit.

Warning: Deletes and renames in the Manage Layouts dialog only take effect when you click Save. Closing the dialog without saving discards them. Once saved, a deleted layout cannot be recovered.

Note: Layouts whose underlying report you can no longer access (for example because the module is unavailable or you lack the report permission) are hidden from the navigator.

Layout Reports

What a Layout Stores

Where Layouts Appear

Creating a Layout

Create Report Layout dialog

Saving Changes to a Layout

Managing Layouts

In This Section

See Also