To modify a report layout, follow these steps:
1. Select Customize Report from the Customization Manager, Company Menu.
2. The Customize Report application lists all ObjAcct reports and indicates which reports have been customized.
3. Click on the report you wish to customize and report writer will display with the report loaded and ready for customization.
For example, here is the Customer Balance Detail report:
4. To change the layout, click on a field in the layout and drag the field to the desired location. Use the field properties on the Properties Tab to adjust the field placement and display on the report. See the ObjAcct XML Reports Developer Guide for specific instructions for modifying report layouts.
5. Once you have made all necessary layout changes, click on Save to save the report customization. The report writer will automatically close and you will be returned to the Customized Report list.
NOTE: If you do not want the customized version of the report to be available to users, uncheck the Active field.
6. The report will now display in the Customize Report List with a value of "Custom" in the Type column. If Active was checked when you saved the report customization, the Active column will have a value of "Yes" and the customized version of the report will override the ObjAcct standard version of the report.