![]() The Report Layout Selection page lists all the reports that are available in the company that is specified in the Company Name field at the top of the page. To create a custom layoutĬhoose the icon, enter Report Layout Selection, and then choose the related link. ![]() For more information, see Define Document Layouts for Customers and Vendors. When custom report layouts are defined, you can select them from customer and vendor cards to specify that the selected layouts will be used for documents that you create for the customer or vendor in question. ![]() For more information, see Prepare Financial Reporting with Account Schedules and Account Categories. Use account schedules to get insight into the financial data stored in your chart of accounts.
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