Personalized Layouts (Custom Reports & Table Views)

1. What are layouts?

Layouts are personalized table views that allow each user to define what columns they want to see and in what order.

Each user can create multiple layouts per module, switch between them, and adjust them freely without affecting other users.

2. Accessing layouts from the left menu

Click the menu icon (three horizontal lines) in the top-left corner to open the left panel.

Depending on whether you have created layouts or not, you will see different options:

Scenario A: You don’t have any layouts yet

You will only see the option:

• + Add a new layout — start your first personalized view

Scenario B: You already have at least one layout

You will see:

• Active layout name — the one currently in use
• Configure active layout — edit its columns and order
• Delete active layout — remove the current layout
• + Add a new layout — create an additional one

3. Creating a new layout

Click “Add a new layout” and enter a name in the popup.

After confirming, the system creates a new layout using the default set of columns. You’ll be able to configure it immediately.

4. Switching and managing layouts

Your current layout is always shown in the Layouts section. You can switch layouts by clicking on their name. Only one layout can be active at a time.

5. Configuring columns (add, remove, reorder)

Click “Configure active layout” to open the layout editor.

Here, you can:

• Drag and drop columns to change their order
• Click the trash icon to remove columns
• Use the dropdown at the bottom to add new columns

When adding new columns, some fields (like dropdowns or links to other modules) appear in multiple versions.

Here’s how to choose the right one, using Branch as an example:

• Code or ID — shows only a number, such as Branch → 5
  This is a technical value and usually not helpful.
• Readable name — shows the name of the selected item, such as Branch → branches.name
  This is usually what you need and is easy to understand.
• Formatted name — same as above but visually cleaner, such as Branch → v$branches.name
  If available, this is the best version to use.

Tip: Choose the version that looks like a clear name, not just a number.

6. Renaming a layout

To rename a layout, click the “Edit” button at the bottom of the layout configuration panel.

This opens the layout as a form. You can change the name and click Save.

7. Quick customization via shortcut button

If you haven’t created any layouts yet, click the quick config button (three horizontal sliders) in the top toolbar.

This opens the same column configuration popup. As soon as you make any change (even a small one), the system automatically creates your first layout named "Default".

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