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Customizing summary information

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

To configure Summary Information

Click the  icon on the header information of the page to customize the 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.

Retaining Filters: Selected filter values are retained for the period that you are logged in even when you navigate to other pages. Filters values are reset to default only after you logout of the system or clear filters.   

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

2.     Column Settings: Included in the Settings icon located below View button.

3.     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.

       Sort: Use the up or the down icon to see which column is the sorting column depending on their default sorting. Click corresponding column to sort. To toggle between ascending and descending sorting, click anywhere on the column header. The sorting rotates though default sort, opposite default sort, and off; Example, ascending, descending, and off. Multiple rows can be sorted at once. The rows that are being sorted are indicated by or icon.

4.     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.

 


© 2017-19 Finastra International Limited, or a member of the Finastra group of companies (“Finastra”). All Rights Reserved.
Cat ID: FCM4.6-00-U02-1.5.3-201903

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