Create a New Layout

Create a New Layout

  1. Go to Configuration > Account Settings > Layouts > Reports
  2. Click on Create layout in the top right corner.
  3. Name your layout and choose whether or not you want to Share layout with all users.
  4. Edit your layout and then click Publish in the grey bar at the top of the screen.


Terms and Conditions & Warranty Pages

These 2 pages can only be edited from within a layout.

Make your changes, publish them, and then navigate to any current reports in order to refresh their contents.



Duplicating an existing layout requires far less set up than creating a layout from scratch.

What’s Next