How do I edit a Financial Review layout?

Financial Review layouts can easily be edited after they have been created. This document describes how to edit a Financial Review layout.

1. Click Financial Review

Click Financial Review
  1. On the Icon Bar, click the Admin button, then click Layouts to expand the menu.
  2. Click Financial Review.

2. Select Layout

  • Click the name of the Financial Review layout you want to edit.

3. Edit Details

  1. Edit layout details as needed.
  2. Click Save Changes.

4. View Financial Review Layout

  • View updated Financial Review layout.

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