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The new custom layout now appears on the Custom Report Layouts page. To add a custom RDLC report layout type, select the Insert RDLC Layout check box.To add a custom Word report layout type, select the Insert Word Layout check box.The ID and Name fields are automatically filled in. The Insert Built-in Layout for a Report page appears. If you want to add a new custom layout that is based on a built-in layout, do the following steps: The copy of the custom layout appears on the Custom Report Layouts page and has the words Copy of in the Description field. If you want to create a copy of an existing custom layout, select the existing custom layout in the list, and then choose the Copy action. The Custom Report Layouts page appears and lists all the custom layouts that are available for the selected report. Select the row for the report that you want to create the layout for, and then choose the Custom Layouts action. Set the Company field to the company in which you want to create the report layout. The Report Layout Selection page lists all the reports that are available in the company that is specified in the Company Name field at the top of the page. To create a custom layoutĬhoose the icon, enter Report Layout Selection, and then choose the related link. For more information, see Define Document Layouts for Customers and Suppliers. When custom report layouts are defined, you can select them from customer and supplier cards to specify that the selected layouts will be used for documents that you create for the customer or supplier in question.
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For more information, see Prepare Financial Reporting with Account Schedules and Account Categories. Use account schedules to get insight into the financial data stored in your chart of accounts.