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Hi all,
Account Schedules were working perfectly for me until today (looks like there was an update recently?) - since the update I can't seem to find the Option to change the Column Layout? My process before was navigating to: Account Schedule-->Process-->Overview. Now it seems that Overview has disappeared from Process, I was able to add "View Report" via the Personalize Pane (seems to bring up a similar view), although now the field "Column Layout Name" (whereby I can change the Column layout to my custom column layout!) is missing.
Hoping I'm not the only one having this same issue - and/or if someone has a fix!
Hi, just adding some info.
Financial reporting replaces account schedules (Account Schedules -> Financial Reports)
Hope this helps as well.
Thanks.
ZHU
Looking closer, the 'Edit Financial Report' page appears to be more like the old Overview page - with the ability to select a column layout.
You can edit the rows by choosing 'Edit Row Definition' in the Financial Reports list. You can edit the column layout from there as well.
This is all fine, thanks.
Thank you all, this helped. I still do not see the option to choose a Column Layout from the Overview screen. We used a variety of column layouts for single schedules, and users could choose. Now, you only see the layout selected by the report Editor. Is this intentional?
Thank you so much - this seems to have fixed this for me. For anyone else following here - I was able to find my list of Account Schedules under "Financial Reports" and could get the customization I needed under "Edit List".
Thank you again - saved me tons of headache!
Account schedule have been renamed Financial reporting. So try to search for that in your system instead.
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