About Summary View rules
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Note: Reports based on summary views make use of framesets to provide a view of drilldown reports. HTML5 does not support framesets, so these reports may display badly, or not display at all in HTML5-compliant browsers. The best solution is to rewrite the custom summary views you need as Report Definitions. Standard management reports are already available as report definitions.

Use the Summary View rule form to define a simple custom or personal query. This rule generates HTML that provides an attractive, custom interactive display or chart.

As a best practice, developers and business managers create summary view rules indirectly, through guided processing provided by the Report Wizard. Developers can also define reports directly by completing the Summary View form.

Access

Working directly with the Summary View form, developers can create a report for any class — internal or external.

From their Designer Studio, developers can define summary view reports for classes derived from the Rule-, Data-, Work-, Assign-, System-, and Log- base classes using the V5 Report wizard.

Tips

• For reports on work, assignments, data instances or rules, use the Report Wizard to create an initial summary view rule. Then refine the rule through the Summary View form.
• The Full Description on the History tab provides the report title. It may contain directives.
• After you save a Summary View form, you can test the rule with the Run toolbar button ().

Category

Summary view rules are instances of the Rule-Obj-SummaryView rule type. They are part of the Reports category.

Reports category
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