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
Step 1: Go to the Site Report with the layout you'd like to save
Step 2: Click on the Document options button "..." in the top right corner of the report screen.
Step 3: Select Save Layout
Step 4: Give your new layout a title, then click Save
Your new Layout will be saved and will be added to your Organizational Report Layouts so that other project members can select it when creating a new Report.
Layouts no longer being used can be deleted in your Organization's Settings > Report Layouts.
As always, if you have any questions or see an issue with this document, please contact us at support@part3.io