Creating a Summary View

In the left pane, select Manage and Data Views.
Select + Add and Summary.
Note: As you enter information in the New Summary pane, a preview of the Summary displays in the middle of the page.
Enter a name for the summary, and select an option in the Entity Type list.
Note: The selected entity type determines the available entity type categories and data points for the summary. After you select an entity type, entity type categories display in blue font and data points display in black font.
Select an entity type category (in blue font).
Note: Selecting a category displays the data points for a category. To return to a previous category, select .
Select the + next to a data point to add it to the summary.
Note: Data points appear in the order they are added. The summary preview is automatically updated as data points are added.
Note: To delete a data point, hover over the data point and select the . To move a data point up or down in the list, hover over the data point and select or .
Continue to add data points. A maximum of five data points is allowed. Select Save when finished adding data points.

Note: To delete a summary, hover over the summary in the Data Views grid. Select

, and Delete. Select Confirm. If the summary is used in a current process, the information will not be deleted from the process.