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
Last Updated: June 19, 2020