Assigning a Layout to a Financial Statement
You can assign layouts to custom financial statements in the Financial Report Builder.
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When you create a new custom financial statement, a new custom layout automatically displays in the Financial Report Builder. This new layout is a duplicate of the standard layout for the standard financial statement.
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When you edit an existing custom financial statement, the previously assigned layout displays in the Financial Report Builder.
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In both of these cases, you can select from the Layout list on the Edit Layout page to assign a different layout to the financial statement.
You can assign layouts to both custom and standard financial statements on the Financial Reports: Row Layout Assignment page.
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Go to Reports > Financial > Row Layout Assignment.
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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 button to turn inline editing on. The button looks like this when editing is on .
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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.