Change report layouts

This topic describes how to change the default layout of active reports. You can show or hide columns, move or resize columns, group or ungroup columns, and set record limits.

It is easy to change the layout of active reports.

Show or hide columns

1. Under List Options, click Layout.

2. In the Visible column of the List Layout dialog:

• Add a check mark beside columns you want to show

• Remove the check mark beside columns you want to hide

1. Click OK.

2. (Optional) Save your column display preferences for the report:

   1. Under List Options, click Memorize.

   2. Select Layout.

   3. Click Save.

The Memorize button under List Options does not save the report as a custom report. It only saves column layout preferences and settings.

Move columns

1. Click the column header and drag to the left or right until the column is in the desired position.

1. (Optional) Save your column display preferences for the report:

   1. Under List Options, click Memorize.

   2. Select Layout.

   3. Click Save.

The Memorize button under List Options does not save the report as a custom report. It only saves column layout preferences and settings.

Manually resize columns

1. Click the right edge of the column header and drag to the left or right until the column is the desired width.

1. (Optional) Save your column display preferences for the report:

   1. Under List Options, click Memorize.

   2. Select Layout.

   3. Click Save.

The Memorize button under List Options does not save the report as a custom report. It only saves column layout preferences and settings.

Automatically resize specific columns

1. Under List Options, click Layout.

2. In the AutoFit column of the List Layout dialog:

• Add a check mark beside columns you want to automatically resize

• Remove the check mark beside columns you do not want to automatically resize

1. Click OK.

2. (Optional) Save your column display preferences for the report:

   1. Under List Options, click Memorize.

   2. Select Layout.

   3. Click Save.

The Memorize button under List Options does not save the report as a custom report. It only saves column layout preferences and settings.

Automatically resize all columns

1. Under List Options, click Settings.

2. From AutoFit in the List Settings dialog, select Resize All Columns.

1. Click OK.

2. (Optional) Save your preferences for the report:

   1. Under List Options, click Memorize.

   2. Select Settings.

   3. Click Save.

The Memorize button under List Options does not save the report as a custom report. It only saves column layout preferences and settings.

Group columns

1. Under List Options, click Settings.

2. Add a check mark beside Group By.

1. Click OK.

2. Click a column header, such as Department, and drag it up to the gray area where it says "Drag a column header here to group by that column".

When you drop the column in the gray area, the report data is grouped by that column. You will need to expand the grouping to see the report data.

1. (Optional) Click another column header, such as Category, and drag it up to the gray area to create another grouping level.

When you drop the column in the gray area, the report data is grouped by that column. You will need to expand the grouping to see the report data.

1. (Optional) Save the column groupings for the report:

   1. Under Memorize, click Memorize.

   2. For File name, enter a unique file name for the custom report, e.g., Detailed Sales Report Grouped by Dept.

   3. Click Save. The custom report is saved under Reports | Active Reports | Memorized.

The Memorize button under List Options does not save column groupings. It saves column layout preferences and settings, but it does not save column groupings.

Ungroup columns

1. Click a grouped column header in the gray bar and drag it back down to the column header row.

1. (Optional) Move the column to the desired position.

2. (Optional) Save the column groupings for the report:

   1. Under Memorize, click Memorize.

   2. For File name, enter a unique file name for the custom report, e.g., Detailed Sales Report Grouped by Dept.

   3. Click Save. The custom report is saved under Reports | Active Reports | Memorized.

The Memorize button under List Options does not save column groupings. It saves column layout preferences and settings, but it does not save column groupings.

Control how many rows of data display in the report

You can control how many rows of data display in the report by setting record limits.

1. Under List Options, click Settings.

2. Click the Record Limit tab.

3. Select the Custom Max. Records option and then enter the maximum number of records to display in the report in the Max. Records field.

1. Click OK.

2. (Optional) Save your preferences for the report:

   1. Under List Options, click Memorize.

   2. Select Rec. Limit.

   3. Click Save.

The Memorize button under List Options does not save the report as a custom report. It only saves column layout preferences and settings.