Save Report Layout

Enter a unique name (up to 127 characters) that identifies this report layout. The name appears in the Report Layouts window on either the Shared Layouts or My Layouts list.

If you want to change the name of the report layout after you save it, select the layout from the list in the Report Layouts window, click [Rename], and then type the new name in the layout name box.

If you have Manage Shared Reports permission, you can save the report layout as a shared layout or as a report layout for your own use. If you do not have Manage Shared Reports permission, you can save the report for your own personal use.

Select from one of the following options:

  • Personal. Select this option if you want to keep the report layout for your own use. The report layout is not visible or available to other Sage Estimating (SQL) operators.
  • Shared. Select this option to make the report layout available to other Sage Estimating (SQL) operators. This option is available only if you have Manage Shared Reports permission.

Your report layout appears in the list on the appropriate tab (Shared Layouts or My Layouts) when you click [OK].