Daybook Saved Layouts

Saved layouts allow you to configure a daybook and save that layout to use later.

The Saved Layouts panel is hidden with a splitter to the left of the list of transactions. Click the splitter to show the panel and again to hide it.

Creating a Layout

A layout is an arrangement of columns on a daybook. You can have as many, or as few, columns as is useful in a layout. The power of layouts is to be able to quickly switch between those layouts to get a different picture of your transactions. In this example, the Sales Ledger is used, but Saved Layouts can be used with any daybook.

1. On the Sales menu, click Ledger. The sales ledger daybook opens.
2. To the left of the transaction list, click the narrow vertical bar with arrows pointing to the left. This is a splitter. The Saved Layouts pane is shown.
3. Change the layout:
   • Reposition columns by using drag-and-drop to move them.
   • To remove a column, right-click the column title and from the context menu, click Remove This Column.
   • To add a column:
     1. right-click a column title, and from the context click Field Chooser. The Customization window opens.
     2. drag the column name to the column header row.
4. In the Selected Layout Settings group, in the Name box, type a name for your layout.
5. Select Public if you want other users to be able to use the layout.
6. Click Save. The layout is added to the list.

Using Autoload to Quickly Change Layouts

1. Create more than one layout.
2. Select Autoload Layouts.
3. Click each layout in turn. The layout will load..

See Also