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This article applies to:

  • Product: Planner CS

Create custom layouts for reports

  1. Select
    Reports
    Report Layouts
     to open the
    Layout Designer
     screen.
    note
    You can also create custom report layouts right before printing. To do this, select
    File
    Print Reports
    Layouts
    .
  2. Select
    Add
     and enter a name for the new layout in the
    Name
     field.
  3. Select the tabs in this screen and select the options you want to include in your reports for this layout.
  4. You can select
    Preview
     at any time to view the report layout in a separate
    Preview Layout
     window.
  5. When you're finished designing the report layout, select
    Enter
     in the
    Layout Designer
     screen to save the changes. The new report layout will be added to the list.
  6. Select
    Close
     to close the
    Layout Designer
     screen.
note
To print a report using the new layout, select
File
Print Reports
. In the
Print Reports
 screen, select the new report layout from the
Report layout
 dropdown.