Summary View Page

The Summary View page displays search results in a summary. A summary tabulates information for selected fields and presents the results in a one- or two-dimensional matrix.

To display search results on the Summary View page, when viewing the document or report search results on the Document List or Report List page, click clip0019 on the toolbar, in the upper left corner of the page.

Note: A summary may not always be available. Summary availability depends on the Monarch model file. If the model file has summaries defined in it, then there will be summaries available for viewing in MSClient on the Summary View page.

The Summary View page contains the following items:

  • Toolbars

The Summary View page contains three toolbars at the top of the page.

  • The Views toolbar in the upper left corner of the Summary View page is the same as the one available on the Document List or Report List page. It contains the following icons:
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  • The lower toolbar, on the second row, contains the following icons:
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Use this toolbar to perform the following actions.

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Increase
report font size

Click to increase the font size.

NOTE: The icon is available only if the Apply the style from the model checkbox is not enabled. Refer to Data/Summary View settings in the Customizing Your Preferences section.

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Decrease
report font size

Click to decrease the font size.

NOTE: The icon is available only if the Apply the style from the model checkbox is not enabled. Refer to Data/Summary View settings in the Customizing Your Preferences section.

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Increase
Horizontal Padding

Allows you to increase the horizontal padding between columns used in your view.

NOTE: The icon is available only if the Apply the style from the model checkbox is not enabled. Refer to Data/Summary View settings in the Customizing Your Preferences section.

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Decrease
Horizontal Padding

Allows you to decrease the horizontal padding between columns used in your view.

NOTE: The icon is available only if the Apply the style from the model checkbox is not enabled. Refer to Data/Summary View settings in the Customizing Your Preferences section.

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Increase
Vertical Padding

Allows you to increase the vertical padding between rows used in your view

NOTE: The icon is available only if the Apply the style from the model checkbox is not enabled. Refer to Data/Summary View settings in the Customizing Your Preferences section.

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Decrease
Vertical Padding

Allows you to decrease the vertical padding between rows used in your view.

NOTE: The icon is available only if the Apply the style from the model checkbox is not enabled. Refer to Data/Summary View settings in the Customizing Your Preferences section.

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Toggle border

Allows you to show/hide border in your view.

NOTE: The icon is available only if the Apply the style from the model checkbox is not enabled. Refer to Data/Summary View settings in the Customizing Your Preferences section.

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Open View Definition

Click to show the list of saved view definitions for Summary View.

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Save View Definition

Click to save the current view definition.

  • The toolbar in the upper right corner of the Summary View page contains the following icons:
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Use this toolbar to perform the following actions.

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Delete selected documents

Click to remove selected documents from the database.

NOTE: You can use this option, if you have the Delete Document privilege. Otherwise this button is not displayed on the screen.

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Mail

Click to display the Mail dialog box, allowing you to send links to selected documents via e-mail to other users.

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Save

The Save dialog box allows you to save the current search to the database. If you save a search from the Document List page, the results of this search will be displayed only on the Document List page.

NOTE: You can use this option, if you have the Save Search privilege. Otherwise this button is not displayed on the screen.

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Details

Click to display the details of the current search.

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Export to PDF

Click to open the selected document as a PDF file in the current window.

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Export to PDF

Click to open the selected document as a PDF file in a new window.

  • Customize: Click the Customize  icon in the top left corner of the screen to show a hidden section, allowing you to select a report model, summary, drill level, defined filter, and conjunction with dynamic filter, as well as to specify dynamic filters. For information on how to specify a dynamic filter, see Specifying dynamic filter. Clicking the icon again hides the section.

  • Apply the style from the model (background, font size, table settings, etc. will be applied from the report model).

  • Apply data formatting from the model.

  • Apply: Click this button to apply the changes made in the Customize section.

To navigate between pages, use page navigation buttons.

 

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