Create custom layouts for your Enquiry, Report and View pages in Unleashed and view your business as you'd like to see it. Set them as a default for your own login and share them so that other users can review that page as you do. 

Create a custom grid layout

1. In your Enquiry, Report or View page, select the Show toolbar tab, displayed on the right above the column headers.
   
   
   2. Select New, from the toolbar buttons available.
   
   
   
2. Provide a name for the new grid layout in the Add New Grid Layout pop-up window, for the layout you're wanting to create. For instance "Invoice Progress"
   
   
   
3. Adjust and re-arrange the headers included in the layout, to suit your requirements. Click Hidden Columns from the toolbar and drag and drop any additional columns that you want to include in your view. Similarly, drag and drop any columns you want to remove from the layout into the Hidden Columns window. 
   
   
   
4. In the toolbar, tick the Default checkbox and Save to make this layout the version that automatically populates whenever you open the page.

Share a custom grid layout

To share your custom layout with another user on your Unleashed account:

1. Go your Enquiry, Report or View page, select the Show toolbar tab, displayed on the right above the column headers.
   
   
2. Select your custom grid layout from the Grid Layout dropdown field. 
   
   
3. Tick the Shared checkbox and Save.
   

Other users can then view your shared layout by selecting it's name in the page's Grid Layout, under Show Toolbar.

Save a shared layout as your own default layout

If your layout is saved as Shared, other users can view the layout by selecting it from the Grid Layout dropdown menu, in the Show Toolbar tab. Other users cannot save the shared layout as their own default, but they can replicate it and save the replica as a default. To do this, follow the below steps:

1. In the same page, select Show Toolbar.
   
   
2. In the Grid Layout dropdown menu, select the shared layout. 
   
   
3. Select New and provide a unique name for the layout. This will save the shared layout as a layout on your own user account.
   
   
4. The newly saved layout can then be ticked as Default. 

Points to note

• The custom grid layout only applies to the grid's columns of the page and does not extend to the filter fields available on any given page. The default selection for the filter fields available on each enquiry, report or view page cannot be changed and will need to be updated each time the page is opened. 
• If you save a filtered enquiry, report or view page as a bookmark to your web browser, the filters will automatically apply when the bookmark is used.