Tailored Summary Viewer - Metasys - LIT-1201793 - Software Application - Site Management Portal - 12.0.50

Metasys Site Management Portal Help

Brand
Metasys
Product name
Site Management Portal
Document type
User Guide
Document number
LIT-1201793
Version
12.0.50
Revision date
2023-06-02
Language
English

Use the Tailored Summary Viewer to view and modify large quantities of similar data in a tabular format.

The Tailored Summary Viewer uses Summary Definitions (Insert > Summary Definition) in the SMP to define how the similar data is displayed.

You can use one of the following two workflows for the Tailored Summary Viewer:
  • In the All Items Tree, select the desired objects. Click View > Tailored Summary Viewer. In the SMP, you can select the Summary Definition to define what and how the information for the selected objects is displayed.
  • Click Query > Global Search. Select the search location, enter the desired criteria, and click Search. From the search results, select the desired objects. In the SMP, you can select the Summary Definition to define what and how the information for the selected objects is displayed.
In SMP, you can use the Tailored Summary Viewer to view and modify large quantities of data. Once data appears in a Tailored Summary View, you can select data in the view, right-click the data you want to modify, and select the Modify function to edit the data pertinent information. After you make modifications to data in the viewer, you must right-click the header of the view to refresh the screen.
Note: The display limitation for Tailored Summaries is 100 rows and 7 columns.