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.
- For more information on the Screen Column Action buttons, please refer to the Screen Columns Action Buttons section of, user manual: Navigating and Understanding the Report Screen.
- 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