Creating or Editing Layouts

Editing or creating report layout, for example using Microsoft Word or the layout editor, involves making the actual changes to the template file. But that task is just one part of the entire process for configuring layouts.

1. Review report settings for online viewing.
2. Copy the original report and save the customer-defined version in Shared Folders - custom in the OAS catalog. You create or edit templates for the customer-defined copy of the report.
   Note: You can use the Customize option if the original is a predefined report.
3. Generate sample data for the report.
4. Edit or create the layout template file.
5. Upload the template file to the report definition. Skip this step if you're using the layout editor.
6. Configure the layout settings.