Using the Summary Page Options

This section identifies the available summary page options.

The following table describes the options available in the summary page toolbar:

Summary Page Option Name Description
Create Location / Premises / Lease Opens the window to create a location, premises, or lease, depending on which summary page is open.
Table Fields Click here to select which table fields appear in the summary page when in table view. Table fields remain selected after navigating away from the summary page. To reset the table fields to the default configuration, click and reload the page.
Export to Excel Click here to export the summary page into an Excel report. Users can download Excel reports from the Exports page.
Toggle Filter Panel Click here to open the and close the filter panel to sort results in the summary page.

See also:  

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