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The Report Layout allows you to select the look and content of reports. You can select from predefined reports or create your own.

PlanSwift Reports Tab - Layouts panel highlighted

Layout Toolbar

PlanSwift Reports Tab - Layouts panel toolbar

  • 1 - Create a New Folder
  • 2 - Save the current report layout for later recall
  • 3 - Add a new report layout
  • 4 - Delete the current report layout
  • 5 - Refresh the Report List
  • 6 - Edit the properties of the selected Report
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