Editing a Summary View

A summary view can be edited at any time, and the changes are automatically updated on the summary.

  1. In the left pane, select Manage and Data Views.

  2. Select the summary in the Data Views grid.

  3. Make your edits.
    Note: The summary opens with the information initially entered. Data points can be added, moved, or deleted. 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 .
    Note: If a different entity type is selected, you will need to confirm that you want to discard the existing data points. To keep the existing data points, select Cancel. If you discard the existing data points and decide you want to keep them, select No when you save the summary to cancel your changes.

  4. Select Save to save your changes.