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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

Learn More:

Last Updated:  June 19, 2020