Define report layouts

1. Select Reports > Report Admin from the menu.

2. From the Report Details page, select Report Layouts from the Admin list.

   

3. Once a layout has been selected, the details are displayed in the main details:

   • File Name - The name of the report layout. This is the rpx file name.

   • Description - A user friendly name for the report.

   • Master Report Definition - Clicking this link allows an existing report layout to be downloaded for editing, or for a new report layout to be uploaded to the database. This will load reports into the Master Report Layout area and should only be used by PE.

   • Client Report Definition - Clicking on this link allows an existing report layout to be downloaded for editing, or for a new report layout to be uploaded to the database. This will load reports into the Client Report Layout area and should be used for all reports that are not PE standard reports.

4. Click Save.