SmartViews - Sharing a Layout

Here are the steps. Sometimes sharing layouts is a bit tricky.

1. Open the report and select the layout you want to share.

2. Click on the Layout menu again, and choose Others > Copy Layout To...

3. Choose the persons you want to share the layout to by selecting the checkbox next to their name. Then click Save.

4. Perform a SmartViews SYNC

5. Communicate to the recipient(s) that you have shared a Layout.

6. For best results, each person will need to (1) log out of SmartViews if already logged in, and (2) perform a SYNC. Past history has shown that just performing a SYNC doesn't always get the shared Layout to show for the recipient.

NOTE: If the recipient has a Layout of the same name already, they may see multiple copies in the Layout list.

7. Recipient should open the report and shared Layout.

7A. Then choose Save Layout. If no name change, click on Save.

7B. If the Layout name needs to be changed, then click on "Save As New Layout", input a new Layout Name, and then click Save.

The newly named Layout will now be listed in the Layout list.