Saving a Report Layout
If you’re part of the prime team and have admin permissions at the organization level, you can save field report layouts in Part3. 🎉
This is a great way to standardize the structure of your reports across your organization, so everyone is working from the same template and nothing gets missed.
Steps To Save a Site Report Layout
The first thing you’ll want to do is find the report you’d like to save ✨
To make this work smoothly, choose a report that already has the sections and items set up in the exact format you want to use for your future reports.
Step 1: Click on the Document options button "..." in the top right corner of the report screen.
Step 2: Select Save Layout
Step 3: Add a title for your new layout
Step 4: If you want to save the Sections AND Items, click the checkbox. Then click save to finish!
Now the next time a user in your company creates a report, they can select from this list of layout options.
As always, if you have any questions or see an issue with this document, please contact us at support@part3.io