To | Do this |
Create a new layout | Click New to display the New Layout/Report assistant. See Creating a layout. |
Create a layout folder | Click the arrow next to New and choose Folder. In the Edit Folder dialog box, type a folder name. A folder appears as a submenu name in the Layout pop-up menu. |
Expand or collapse a folder | Click the expand/collapse button to the left of the folder name, or press the + or - key (Windows) or the Right Arrow or Left Arrow key (macOS). |
Rename or change other settings of a layout | Click Edit (or double-click a layout) to display the Layout Setup dialog box. See Editing layouts. |
Duplicate, delete, or rename a layout | |
Rename a folder | Double-click the folder to rename. Type a new name in the Edit Folder dialog box. |
Duplicate a folder | Select the folder, and click Duplicate. All its layouts and subfolders are duplicated. |
Move a layout into or out of a folder | To move a layout into a folder, expand the folder (see above). Drag the layout under the expanded folder. The layout appears in the folder’s submenu in the Layout pop-up menu. To move a layout out of a folder, drag the layout above the expanded folder. Or, drag the layout below the last item in the folder and to the left. |
Delete a folder | Select the folder to delete, and click Delete. You can’t undo deleting a folder. The folder and all its layouts and subfolders are deleted. |
Reorder a layout or folder in the list and have those changes appear in the Layout pop-up menu | |
View folders and their contents by folder name | In the list in the upper left of the dialog box, choose a folder name. To show all layouts, choose Show All. |
Filter the list of folders and layouts by name | In the box in the upper right of the dialog box, type all or part of a folder or layout name. The list filters as you type: typing a layout name displays the layout in the list, and typing a folder name displays the folder and its layouts and subfolders. To show all folders and layouts, clear the box. |
Open a layout in a document window | Select the layout in the list, and click Open. |
Create a separator line for grouping items in the Layout pop-up menu |