--- title: "Set Up Report Layout Defaults in Administration" slug: "set-up-report-layout-defaults-in-administration" tags: ["Language - English", "Area - Administration", "Area - Reporting", "Industry - Landscaping", "Type - Task (How-To)", "Role - System Admin", "Role - Branch Admin", "Skill Level - 3 (Advanced)"] updated: 2026-07-29T16:43:37Z published: 2026-07-29T16:43:37Z canonical: "guide.youraspire.com/set-up-report-layout-defaults-in-administration" --- > ## Documentation Index > Fetch the complete documentation index at: https://guide.youraspire.com/llms.txt > Use this file to discover all available pages before exploring further. # Set Up Report Layout Defaults in Administration ## Overview Aspire uses Layouts to control the design of documents you email or print, such as Proposals, Invoices, Payments, Statements, and Work Tickets. The Report Layout Default Settings screen lets you choose which Layout appears by default when you print or email these documents. This article walks you through how to set default Report Layouts in Administration and how those defaults appear during your daily workflow. ### Things to know - Aspire includes a prebuilt Default Layout for each document type. If you don't set a different default, this layout is the first option available when you print or email. - You can use Aspire Sample Reports in place of the Default Layout. Aspire Sample Report names start with "AS." - Additional customizable Layout options are available in the Layouts Catalog. For more information on available layouts, visit [Using the Layouts Catalog](https://guide.youraspire.com/docs/using-the-layouts-catalog). - Default layouts are configured at the organization level and cannot be set per branch. ## Requirements - You have read [Using the Layouts Catalog](https://guide.youraspire.com/docs/using-the-layouts-catalog). - Finish your custom layout design in Aspire before you start. - You have the *System Admin* permission added to your *User Role*. ## Steps ### Set a default Report Layout in Administration 1. Go to **user profile icon** > **Administration** > **Application** > **Report Layout Defaults**. The Report Layout list displays. Any existing default selections appear in this list. 2. Select **New** to open the New Report Layout Default window. 3. Select the **Report Type** dropdown and choose the report type you want to assign a default Layout to. For example, select **Opportunity Proposal**. 4. Select the default Layout design to use when you print or email this report type. > [!NOTE] > **Note:** The Default Layout shown on this screen is the Aspire prebuilt layout. If you don't assign a different Layout as your default, this one remains the first available option when you print or email. For this example, select **AS-Contract by Invoice Type- Style 1 (v1)**. 5. (Optional) Select the **Include Standard Report** checkbox to keep the Aspire Default Layout available as an option when printing or emailing. If you clear this checkbox, the Default Layout doesn't appear as an option. 6. Select **Save**. The new default now appears in the Report Layout list for the selected report type. ![New Report layout default screen where you set the report type, the name of the layout and choose to include the standard report and save.](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/2026-04-13_10-56-09.png?sv=2026-02-06&spr=https&st=2026-11-15T00%3A47%3A23Z&se=2026-11-15T01%3A47%3A23Z&sr=c&sp=r&sig=%2FCjQ7UtGGurnTft1eb6IAvn%2F9zYEFm5txu7BXe1iliM%3D) ### Use Report Layout defaults in your daily workflow After you set a default Report Layout, it automatically appears when you print or email the associated document type. Follow these steps to see it in action with an Opportunity Proposal: 1. In the left navigation pane, select **Opportunities**. 2. Select an opportunity from the list. 3. Select the **three-dot icon** *or* select **Print Proposal** on the opportunity screen. 4. Select **Print Proposal**. The **Report Layout** field displays the default layout you configured in Administration. 5. (Optional) To use a different layout for this document, select the **Report Layout** dropdown and choose another option. ![Print screen display options for layout defaults that are set in administration, and how they appear in your daily workflow.](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/2026-04-15_13-58-22.png?sv=2026-02-06&spr=https&st=2026-11-15T00%3A47%3A23Z&se=2026-11-15T01%3A47%3A23Z&sr=c&sp=r&sig=%2FCjQ7UtGGurnTft1eb6IAvn%2F9zYEFm5txu7BXe1iliM%3D) ### Tips - Use the **Include Standard Report** checkbox when you want your team to have the flexibility to switch back to the Aspire prebuilt Default Layout on a case-by-case basis. - You can set a different default Layout for each report type (Proposals, Invoices, Statements, and so on). Repeat the steps in *Set a default Report Layout in Administration* for each report type you want to customize. - For more information on the layouts you can publish, visit [Using the Layouts Catalog](https://guide.youraspire.com/docs/using-the-layouts-catalog#catalog-for-layout-types). ## Expected results After you save a new Report Layout default, the selected Layout appears automatically in the **Report Layout** field whenever you print or email the associated document type. You can always override the default by selecting a different layout from the dropdown before printing or emailing. ## Related articles - [Using the Layouts Catalog](https://guide.youraspire.com/docs/using-the-layouts-catalog) - [Using Web Report Designer](https://guide.youraspire.com/docs/using-web-report-designer) - [Understanding Aspire's Invoice Layout Functionality](https://guide.youraspire.com/docs/understanding-aspires-invoice-layout-functionality) - [Statement by Company Layout](https://guide.youraspire.com/docs/statement-by-company-layout)