Creating a Summarized Work View

Use the Summarized View tab in WorkCenter to create customized views of data. This data is summarized from the tabs that you've previously created or queried in the Integrated Work View.

How to

  1. From the Integrated Work View, click the Summarized View tab.

  2. Open the Filters section of the Summarized View tab.(access filters by clicking the Filters symbol).

  3. Open the View Name list to select a view to summarize.

    Summarizing is available for all named tabs except for the Default and New View tabs. The Available Columns list displays the attributes/columns available for the selected View Name/tab in the Integrated Work View.

    Items in this list can be added to the Summarized View by moving them from the Available Columns list to the Selected Columns list. The default column topics are indicated with an asterisk (*). Column types with an asterisk cannot be removed from the Summarized View.

  4. Select a column, and then click Add to move it to the Summarized View.

  5. Click Create Summarized View.

    You can display up to five Selected Columns (including defaults indicated by an asterisk) in Summarized View. You cannot filter data shown in Summarized View. To filter data in a Summarized View, you must return to the tab where the information originated.