---
agentTools:
  projectIndex: https://docs.sumoquote.com/llms.txt
---

# Using Layouts

Use custom or pre-loaded layouts to create your reports.

## Using Layouts to Create a Report

[block:embed]
{
  "html": "<iframe class=\"embedly-embed\" src=\"//cdn.embedly.com/widgets/media.html?src=https%3A%2F%2Fwww.youtube.com%2Fembed%2F8A6DYHqkd4M%3Ffeature%3Doembed&display_name=YouTube&url=https%3A%2F%2Fwww.youtube.com%2Fwatch%3Fv%3D8A6DYHqkd4M&image=https%3A%2F%2Fi.ytimg.com%2Fvi%2F8A6DYHqkd4M%2Fhqdefault.jpg&key=7788cb384c9f4d5dbbdbeffd9fe4b92f&type=text%2Fhtml&schema=youtube\" width=\"854\" height=\"480\" scrolling=\"no\" title=\"YouTube embed\" frameborder=\"0\" allow=\"autoplay; fullscreen; encrypted-media; picture-in-picture;\" allowfullscreen=\"true\"></iframe>",
  "url": "https://www.youtube.com/watch?v=8A6DYHqkd4M",
  "title": "Using Layouts",
  "favicon": "https://www.google.com/favicon.ico",
  "image": "https://i.ytimg.com/vi/8A6DYHqkd4M/hqdefault.jpg",
  "provider": "https://www.youtube.com/",
  "href": "https://www.youtube.com/watch?v=8A6DYHqkd4M",
  "typeOfEmbed": "youtube"
}
[/block]

### Create a Report from a Layout

1. Open any project.
2. On the project details home page, click on:
   1. **+ Create a new report** to create a report using your default layout.
   2. **or Create from Layout** to select a layout to use for a report.
3. If you chose to **Create from Layout**, you will be shown a list of your layouts. Select the layout you want to use and click on the **green checkmark**.
4. Your layout will generate and you can continue to customize the report for you customer.

### Customize Your Report

* SumoQuote has already started to customize your report for you! You'll notice the title page and any tokens you used in your layout have the customer name and details populated.
* Go through each page and edit sections that require customization for your customer such as the quote details page and authorization page.
* Add any custom pages you wish and toggle on or off any pages you do not require.

### Change Your Layout After Creating a Report

If you created a report with the wrong layout, you can easily change this.

1. Open your report for editing.
2. Click on **Report Settings** in the top right corner.
3. Under the heading **Layout**, click on **Choose a different layout**.
4. Select the layout you would prefer and click the **green checkmark**.
5. Click **Save** in the bottom left corner.

> 🚧 Changing your layout cannot be undone!
>
> When you change your layout, you will lose all of the edits you have already made to your current layout.
>
> If you go ahead with changing your layout, you will be starting with a layout that has no customization. This action cannot be undone.