Assigning a Layout to a Financial Statement

You can assign layouts to custom financial statements in the Financial Report Builder.

You can assign layouts to both custom and standard financial statements on the Financial Reports: Row Layout Assignment page.

  1. Go to Reports > Financial > Row Layout Assignment.

  2. On the Financial Reports: Row Layout Assignment page, look for a pencil next to the Row Layout heading:

    If the pencil icon does not appear, click the Screenshot of the edit switch with inline editing turned off button to turn inline editing on. The button looks like this when editing is on Screenshot of the edit switch with inline editing turned on.

  3. Click directly on the layout in the Row Layout column, and select a different layout from the list.

You need both the Financial Statements permission and the Report Customization permission to change layout assignments for financial statements. If you do not have necessary permissions, contact your account administrator. See Giving Access to Financial Statements for more information.

Related Topics

Financial Row Layouts Page
Financial Statement Layouts
Editing a Financial Statement Layout
Subsidiary-Specific Financial Layouts
Financial Report Builder
Financial Statements Overview

General Notices