Add a Report Layout

Use Report Layouts and Watermarks in the Folders, Reports, & Documents submodule in the Settings module to add report layouts that you can use when setting default watermarks.

To use Report Layouts and Watermarks, you must have access to Settings as defined in User Access Rights under Settings.

To add a report layout:

1. On the main toolbar, click Settings .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company for which you want to add a report layout.
3. In the left pane of the Settings page, click Folders, Reports, & Documents > Report Layouts and Watermarks.
4. Click the Report Layouts tab.
5. On the grid toolbar, click Add New Layout .
6. In the Add New Layout dialog box, select or specify the values for the following fields:
   • Report
   • Layout
   • Reference Type
   • Group
   • Priority
7. Click OK.
   By default, the report layout is activated. To deactivate it, deselect the Active check box.