Add a Report Layout

Use the Report Layouts and Watermarks submodule to add report layouts that you can use when setting default watermarks.

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

To add a report layout:

1. On the main toolbar, click Settings .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company for which you want to add a report layout.
3. In the left navigation pane of the Settings screen, 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, clear the Active check box.