LexisNexis Account Insights Report Layouts

The Report Layouts feature of LexisNexis^® Account Insights allows you to create templates to use when creating reports.

Take the following steps to create a Report Layout:

1. Click Create Report Layout.
2. Enter a unique name in the Name Report Layout field.
3. Select if you want to share the profile with others in your organization or keep it private.
   Note: When a template is set to Private, only you can see the template. When a template is set to Shared, other admins within your organization can see the template and you can choose to make the template Read Only or Editable.
4. Select a Base Report. This selection determines the preselected columns.
5. Click Next.
6. Drag and drop the fields you want to see in the report to the Column Sequence column. Fields that must be included based on your Base Report selection on the previous screen will already appear and cannot be moved.
   Note: Click Rename Item if you want to change how the field name appears in your report. Click Save Changes when you are done changing the names.
7. Drag and drop numerical fields, such as Total Charges, to the Sum of Charges column. Data in these fields will be added together and displayed as the final column in the report.
   Note: Click Rename Column to change the name of this column in your report. Click Save Changes when you are done changing the name.
8. Click Next.
9. Click Save.

Once you have saved the report template, you can click the Actions drop-down list to see your options:

• Edit Template
• Duplicate
• Create Template
• Download

• LexisNexis Account Insights Overview
• LexisNexis Account Insights Home Page
• LexisNexis Account Insights Create Report
• LexisNexis Account Insights Custom Allocation Templates
• LexisNexis Account Insights Scheduled Reports