How to Edit Layouts

Edit a Layout

Go to Configuration > Account Settings > Layouts > Reports
Select either My Layouts or Shared Layouts.
Click the pencil icon to the right of the layout you want to edit.
Make your edits and then click on Publish in the grey bar at the top of the page.

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Edits made to a layout will show up in future reports.
When you edit a layout, changes will not be applied retroactively to reports that have already been created.
Changes will be applied to all new reports created after the edits were made.
The 2 exceptions to this are the Terms & Conditions and Warranty pages. You will have the option to Refresh their contents in current reports if you make changes to them in the layout.

Need help getting set up?

Existing Customer? To book a one-on-one video call with your Customer Success Manager contact [email protected] or phone 509-213-0118.
Not a Customer Yet? Book a one-on-one video call with our Sales team.