Summary View form
Completing the Organize tab

Field

Description

Select to cause the  Customize View   button to appear in the title area. This permits report users to make a personal copy of the summary view rule, altering any part of it that can be changed using the Report wizard.  

Enter a Caption to appear as button text. The default is Customize View.

This capability is not available when the Activity Name identified on the Content tab is not GetContent.

If your application is to support users in multiple locales, choose a noun or noun phrase for the caption of 64 characters or less and select the Localize? checkbox on the HTML tab. When practical, choose a caption already included in a language pack, to simplify localization. Click the pencil icon to review or create the field value rule supporting localization. The pencil icon appears only after you select the Localize? checkbox on the HTML tab. See About the Localization wizard and Rules Inspector tool — Localizing forms and reports with the Field Value Inspector.

Select to cause the Customize Summary Criteria link to appear in the title area. This permits report users to make a personal copy of the summary view rule, altering the criteria.  

Enter a Caption to appear as button text. The default text is Customize summary criteria.

Select to cause the  Export to Excel   button to appear in the title area. This allows users to export the report contents to Microsoft Excel.

Enter a Caption to appear as button text. The default text is Export to Excel.  

Select to cause an Export to PDF link to appear in the title area. When clicked, the report output is converted to a Portable Document Format file and downloaded to the user workstation. See PDN articles 25596 How to export list view and summary view output to a PDF document and 25731 How to produce PDF reports on a nightly schedule.

Your application can attach summary view report output, converted to PDF, to a work item. See How to attach report output (as PDF) to a work item.

This conversion uses the Public API method getPDFUtils().generatePDF(byte[] htmlStream).

Select to cause the  Add to Favorites   button to appear in the title area. This allows users to add a shortcut to this report on their Monitor Activity workspace.  

Enter a Caption to appear as button text. The default text is Add to Favorites.  

Select to allow users to open this summary view rule, allowing them to update it (unless it is locked) or to save a copy for personalization.  

Enter a Caption to appear as button text. The default text is Open.  

Select to include a New button () in the title area after drill down. This allows users of the report to add a new instance of the class supporting the drill-down report.

Select only for data classes that do not affect the integrity of your application.

Enter a Caption to appear as button text. The default text is New...

Optional. Specify the name of a data transform to be applied when users click the New button. The data transform must have the same Applies To class as this summary view rule. If this field is blank, the system uses the data transform named pyDefault in the summary view rule's Applies To class.