[akp]

i have 2 problems i cant resolve when i use FRB to make new custom rpts:when i want to save a custom report using an existing custom layout but in detail view, i have to preview the rpt and click View Detail at the top, then return to customize and save it. well whenever i return to save it, a new custom layout (exact dupe of my intended layout) is already created! even if i switch back to my intended layout before saving, the new custom layout 2 doesnt go away. so for every report i want to save a detail version of (all of them), i have a useless dupe of my original custom layout! this is beyond retarded; how do i avoid these unnecessary layouts but still save my custom detail reports?
i have a list of custom layouts (as a result of the above) that i need to delete, but how? i cant find a list of layouts anywhere in NS, cant see any delete button when i’m editing a layout, removing any rpts which use a particular layout doesnt delete that layout. so how does one delete useless custom layouts?
thanx.
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[mhuffman]

1. I’m not quite sure what’s happening in your account… here’s what I get when I follow those steps:

1- New custom Income Statement – select an existing custom layout.

2- Preview. Click View Detail.

3- Customize. A new custom layout name appears in the Layout dropdown.

4- Switch back to the custom layout from step 1. Save

5 -The new custom layout from step 3 is not saved.

If you are getting different results, please log a case/issue with support so our team can investigate further.

2. Go to Reports>Financial>Financial Row Layouts and you can delete custom layouts; you must first un-link them from any reports, however (a popup will list them) which you can do quickly under Reports>Financial>Row Layout Assignment.

[AlexNS]

In #1, your goal seems to be to create a custom detail report using an existing custom layout, is that correct?

In that case, I’m not sure why you need to go through the View Detail step. Why not simply go to Financial > Income Statement > Customize Detail, then pick the existing layout you want?

[akp]

malin those are the exact steps i follow and step 3 does indeed save another (undesired) custom layout.

also under Reports>Financial, all i have are these:

General Ledger Customize Trial Balance Customize Chart of Accounts Transaction Detail Customize

[akp]

sorry system got stuck and post was all i could do. anyway how do i delete these excess layouts when i dont even have the Row Layout Assignment link?

[akp]

i wish i had these magic links you guys have under Financial. but i dont. under reports i have to click on New Financial Report>Income Statement and there is no customize detail. i go straight into customize summary mode or whatever its called. i have to preview it 1st and then click view detail, then customize that.

i cant go straight to customize detail anything w/ the FRB.

and its even more disbarring that i dont have all these links you guys have under Reports>Financial!!!

[akp]

bumpety bump!!!

[mhuffman]

Have you contacted customer support? They can help work through these issues with you better than on the UG, including filing issues if a product fix/change is necessary.

[Author]

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