Happy Business Starts Here

RevPro Support

Creating new layout in the report

Customer Asked: How to create a new layout & add the filters to it?





If you found my answer helpful, please give me a kudo ↑
Help others find answers faster by accepting my post as a solution √

1 REPLY 1
RevPro Support

Re: How to create new layout in the report?

Below given are the steps to be followed for creating a new layout & adding required columns and filters in the report layout.

 

Applicable Versions: Creating a new layout is a product feature available across all version. But associating the filter to an existing custom layout was not supported. Now, the product has the capability to add & edit a filter to the custom layout that was defined earlier from 3.6.0.0 & above.

 

  • Navigate to Reports-> Run Reports.

 Image1.jpeg.png

 

  • Navigate to Transactions tab.

 Image2.png

 

  • Revenue Contract Detail Report -> Edit Report.

Image3.png

 

  • New layout can be created by copying the existing layout.

 Image4.png

 

  • Edit the newly created layout & move the required fields from available layout fields to fields to selected fields. 

Image5.png

 

  • Navigate to Filters Tab and click the Edit button to add/remove the filter.

Image7.png

  • Click the Add Row(+) button to add the new filter. Change the enable filter value from Yes to No to remove the filter on the layout.

 Image8.png

 





If you found my answer helpful, please give me a kudo ↑
Help others find answers faster by accepting my post as a solution √