Summary View rule form
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Note: Reports based on summary views use framesets to provide a view of drill-down reports. HTML5 does not support framesets, so these reports might not display well, or at all, in some browsers. To prevent display issues, re-create the custom summary view reports that you need as report definitions. Standard management reports are already available as report definitions.

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

As a best practice, developers and business managers create summary view rules by using the Report Wizard.

Access

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

From the Designer Studio, developers can define summary view reports for classes derived from the Rule-, Data-, Work-, Assign-, System-, and Log- base classes using the Version 5 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 by using the Summary View rule form.
• The Full Description on the History tab provides the report title and might contain directives.
• After you save a Summary View rule form, you can test the rule by running it.

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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