View Data Using the Report or Layout View

When you open a report, you can view it using a layout or report mode.

The report view is used by default and lets you look at the report’s data, print the report, and work with the report’s records if you have permissions to do so. However, you cannot add column calculations or change column formatting using this view.

Most staff members use the report view when they look at a report. You can also look at the report using the layout view, which lets you apply formatting options and calculations to individual columns in the report. For example, if you wanted to add conditional formatting to a column to highlight data that met certain criteria in the column, you could change to the layout view, select the column, and configure conditional formatting for the column. Or, to display a calculation at the bottom of a particular column, such as the total of the values shown in a currency column, you could select the column and then select the calculation you want from the report’s Design tab. When using the layout view, you can also change the width of individual columns, and move columns in a report if you want them displayed in a different order.
  1. Open a report.
    By default, the report opens in the report view.
  2. Click the Display tab.
  3. Click the arrow on the Views button and select Layout View to change the view.
  4. To return to the report view, click the arrow on the Views button and select Report View.