Renaming a Custom Financial Statement Layout
Currently you cannot rename a financial statement layout in the Financial Report Builder, but this task is available on the Financial Row Layouts page.
You need both the Financial Statements permission and the Report Customization permission to modify financial statement layouts. If you do not have necessary permissions, contact your account administrator. See Giving Access to Financial Statements for more information.
To rename a custom financial statement layout:
-
Go to Reports > Financial > Financial Row Layouts.
-
On the Financial Row Layouts page, look for a pencil icon next to the Layout Name heading:
If the pencil icon does not appear, click the
edit switch to turn inline editing on. The switch looks like this when editing is on 
. -
Click directly on the layout name and enter the new name.
You cannot rename a standard financial statement layout.