Manage Saved Report Layouts

Once you have saved your layout you can make a copy of it, change permissions, rename it, delete it, etc.

To manage a saved layout:

  1. Select Reports in the menu panel.

    Select Reports in the menu panel.

  2. Select + Add Report.

    Select + Add Report.

  3. Select the object that you want to manage the layouts for. You may need to clear the search box to find the object you want.

    Select the object that you want to create a report for.

  4. Select the Ellipsis next to the report layout you want to manage.

    Select the Ellipsis next to the report layout you want to manage.

  5. Depending on your security permissions to the report layout you can:

    Depending on your security permissions to the report layout you can:

    • Copy: Always available for any layout.

    • Rename: Allowed if it's not a Standard layout (has no lock icon), and you’re the owner or have Change/Delete permissions.

    • Change Permissions: Only the owner can update permissions to restrict viewing or editing.

    • Delete: Allowed if it's not a Standard layout, you’re the owner or have Change/Delete permissions, and it’s not saved with a report.

    • Change Owner: If you have Change Ownership permissions, you can assign a new owner.

    • Copy to Structure: For agencies with multiple databases — copies the layout to the structure database so it can be used in others after an update.