Summary information

The Summary Information page displays summarized transactions across various client accounts, based on the specified filter criteria. The Refresh icon refreshes the data on the summary page.

Customizing Summary Information

You can customize the sequence of fields to be displayed on the Summary Information page.

To configure Summary Information

1. Specify the following details:

• Group By: Select the required group by option to filter the information based on the selected group.

• Default Filter: Select the default filter to display the relevant information on the summary page.

• Table Settings: Set the Rows Per Page and Table Size (small, medium, or large). The selected Rows Per Page value displays on the summary page, by default.

• Column Settings: Select one of the following:

– Hide: Select the Hide column check box against the column name to hide the column.

– Freeze: Select the Freeze column check box against the column name to display the column. Also, use the up or down arrows to set the Column Order for the frozen columns.

2. Do one of the following on the Settings page:

• Apply: To apply the specified settings for the Summary page.

• Save: To save the specified settings for the Summary page.

• Restore: To restore the default settings for the Summary page.

• Cancel: To cancel the settings and go back to the Summary page.