RE: Can you set a default Financial Report Layout?

If we customized an Income Layout how do we make that the default layout for income statements? We want that layout to be the one people see no matter which income statement they open standard or custom.

Emerald Rookie Asked on May 27, 2021 in Reports.
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1 Answers

You cannot set a default custom report, it will always default to the standard reports.

I would advise prefixing it with the company name and then adding it to the menu.
Alternatively you can force it through on Shortcuts or Dashboard across the company.

Rookie Answered on September 6, 2021.
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