The Perfect Line Item Report

Have you created a line item report layout that meets your specific needs? Want to ensure that no one accidentally changes it?

Save your customized line item layout as a User-specific (personal) Default:

• Save Layout field: remove “/” prefix so it is not global (i.e., accessible to all users)
• Name field: Enter a brief description
• Select User-specific checkbox
• Select Default setting checkbox

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Learn More:

• Simulation: Creating Custom Line Item Reports
• Reference Guide: Line Item Functionality

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Last Updated:  June 19, 2020