Layouts

An Advanced Data Tool layout is a template for a specific survey report with a saved set of selections and options for the Customize Analysis section. The standard default layout uses the most recent survey and provides all available filters, although your organization's administrator may choose different options for the default layout.

You can use a previously saved layout of your own, a global or a client layout:

• Global layouts are predefined layouts that address common layout and data-viewing needs.
• Client layouts are custom layouts that individuals in your organization have created and shared for others to use.

To display the Layouts window with all layouts available to you, select View All Layouts from the Layout Options drop-down list on the upper-right corner of the page.

Layout Options drop-down list

Layouts window

Saving a Layout

1. Select Save as from the Layout Options drop-down list on the upper-right corner of the page.

   
   Layout Options drop-down list

2. Type a name for the layout in the Save Layout window's Layout Name field, and then click Save.

   
   Save Layout window

Sharing a Layout

If you have the necessary account privileges, you can share a saved layout with all individuals in your organization. Shared layouts appear on the Client Layouts tab of the Layouts window. Additionally, you can set a saved layout as the default layout for all individuals in your organization.

1. Select View All Layouts from the Layout Options drop-down list on the upper-right corner of the page to display the Layouts window.

   
   Layout Options drop-down list

2. The Layouts window's My Layouts tab lists your saved layouts. Click the More Options menu (⁝) of the layout you want to view, and then select one of the following options:

   Share layout
   Make the layout available to others.

   Set as Client Default
   Set the layout as your organization's default.

   
   Layouts window