How to Save Column Layouts on List Screens

Why Use This Function:

purpose


  • This user manual will start on the Reports screen.


  • Change the Screen Column Action buttons to your preferred view.


  • Click on the Save Column Layout button once you have made your desired changes.


  • A Save Layout pop-up will open. 


    • Click on the Layout Name field and name your Layout Template.


    • Tick the Entity checkbox if the Layout Template is for an entity.


    • Click on the Save button to save your Layout Template.


  • Click on the Default Layout drop-down to view your created Layout Template.


Last modified: Friday, 10 October 2025, 9:12 AM