You can customise the layout of your reports and charts from the Customise Layout tab. There are a few different ways in which you can customise the reports.
As the same Customise Layout tab is in use for Budgets and Forecasts, before you can see all of the pages available, you'll need to choose a filter for your report.
Any pages which don't match the filter are then hidden, and new pages appear. If you want to view any hidden pages, you can change the filter again.
If you want to reset the report and content back to the default pages - for example if you've changed pages and want them back to the default settings - click the Reset button from the Report Filter drop-down list.
Note: Resetting the filter returns all pages to their default state, and removes any changes you may have made. This process cannot be undone.
There are several ways in which you can customise the overall report structure:
For some of the pages on the report, you can make changes to the format of the page itself. To access these options:
You can use the Assumptions page of your report pack to share notes with clients. Where you have added Notes within a rule and selected the ‘Include in Assumptions Page’ checkbox, these are included in the Assumptions page.
The Notes page includes all the notes you’ve saved, and is intended for internal purposes only.