Using Layouts in Reports
All reports have one or more layout options, these are listed in the following table.
|Project Overview||Standard and Extended|
|Mail Status||Tabular Detail|
|RFI Sent||Standard and Tabular Detail|
|RFI Received||Standard and Tabular Detail|
|Mail with Response Required||Tabular Detail|
|Workflow Documents||Review In Progress|
To change a report design, look for the Layout option and its drop-down menu saying Standard at the top of your report. Click the Layout option menu to open it. Most reports only have the Standard option.
Our example shows the RFI Sent report in both Standard, a more graphical format, and Tabular Detail, which use tabs across the top of the report.
An example of a report using the Tabular Detail layout.
Setting a default layout
You can switch between these layouts manually, but you can also set one as the default.
Do this by hovering over the appropriate report, clicking the three dots icon and selecting Set Default Layout.
On US1, UK1 & AU1 instances, the Set Default Layout option is not available. Instead, use Save As in the report view page to set the currently selected layout as default for that report.
In the Select Default Layout window, choose an option from the Default Layout menu, then press Save.