Reports Settings is used to manage report layouts and related report configuration areas, including dashboard settings, CRM integration settings, Targets and Budgets, and work procedure settings. Use this page when you need to create, update, locate, or remove a report layout, or when you need to review the records maintained in each reports-related stage.
Sales, PM, Purchasing, Warehouse, and Finance users can use these settings to keep report layouts aligned with the information required for their operational reporting.
Settings
Open Configurations > Reports Settings to access the Reports Settings workspace.
Attach or review files associated with the layout.
Standard Layout
Work with the standard layout option.
Add Layout
Create a new layout.
Columns Chooser
Select the columns to display.
Save
Save the layout currently being created or edited.
Update Current
Update the currently selected layout.
Delete Current
Delete the currently selected layout.
Delete
Use the available delete action for the selected item.
Cancel
Exit the current action without saving.
Note
Use a clear and specific Layout name so that users can identify the correct reporting layout when several layouts exist.
Before changing an existing layout, use Search to locate and review the current record. If you are creating a separate layout for a different reporting need, use Add Layout rather than overwriting a layout that other users may rely on.
Workflow
Open Configurations > Reports Settings and identify whether you need to work with an existing layout or create a new one.
Select Columns Chooser to choose the columns required for the layout. Use files[] when files need to be included with the layout record.
Review the selected columns before saving. Only retain columns that support the reporting purpose, such as operational review, sales follow-up, purchasing analysis, Warehouse control, finance review, or Job Profitability analysis.
Decide whether you are saving a new layout or changing the current one.
Select Save to store the layout you are creating.
Select Update Current to store changes to the layout currently selected.
Select Cancel if the changes should not be retained.
After saving or updating, use Search and Layout name to confirm that you can locate the intended layout.
If a layout is no longer required, select Delete Current for the current layout or use Delete for the selected item. Confirm that you have selected the correct layout before deleting it.
Warning
Review the Layout name carefully before using Delete Current or Delete. The screen provides delete actions but does not show a restore action.
Dashboard Settings
Select dashboard settings to review dashboard-related settings records. This stage contains role-oriented dashboard records, with information such as Role, Tabs, Widgets, Users, and Last modified available to help identify the applicable dashboard setup.
Use these records to determine which roles have dashboard tabs and widgets assigned, how many users are associated with the record, and when the record was last modified. The available controls do not identify a button that moves a record into or out of this stage.
Integration with CRMs
Select integration with crms to review records related to report integration with CRMs. Use the available report settings controls, including Search, to locate the record you need to review.
Where records are listed, use the available identifying information, including roles and last-modified details, to distinguish the correct configuration. The available controls do not show a specific action for moving records into or out of the CRM integration stage.
Targets and Budgets
Select targets and budgets to review report settings associated with Targets and Budgets. Use this stage when the reporting layout or record selection must support planned performance goals or financial spending and revenue plans.
Use Search to locate the relevant setting and review the listed record information before changing a layout. The available controls do not identify a specific button that transfers records into or out of this stage.
Work Procedure Settings
Select work procedure settings to review settings records associated with work procedures. This stage is used to review the reporting records that support the business work procedure context.
Use Search to find the required record and use the available role, tab, widget, user, and modification information where displayed to identify the appropriate setting. The available controls do not show a specific record-movement action for this stage.
Examples
A Finance officer needs a separate layout for monthly Targets and Budgets reporting.
Open Configurations > Reports Settings.
Select Add Layout and enter
Monthly Targets and Budgets Review
in Layout name.
Select Columns Chooser and choose the columns required for the review layout.
Select Save to store the new layout.
Select targets and budgets to review the settings area related to Targets and Budgets.
At a later date, use Search to locate
Monthly Targets and Budgets Review
. If the layout requires revised columns, use Columns Chooser and then select Update Current.
Tips
Tip
Use Search before creating a layout. An appropriate layout may already exist and only require an update.
Tip
Use separate layouts for distinct reporting purposes, such as Sales reporting, Warehouse reporting, finance review, or PM analysis, rather than using one broadly named layout for all users.
Troubleshooting
Symptom
Likely cause
Fix
The required layout cannot be found.
The layout name is unclear or the search criteria are too broad.
Use Search with a more specific value and review available Layout name entries.
Changes to a current layout are not retained.
The revised layout was not updated.
Select the correct layout, make the required changes, and select Update Current.
A new layout does not appear in search results.
The layout was created but not saved.
Enter the required Layout name and select Save.
The wrong reporting area is being reviewed.
The incorrect reports settings tab is selected.
Select the appropriate tab: dashboard settings, integration with crms, targets and budgets, or work procedure settings.
Was this page helpful?