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 Project/Milestone/Task/Proposal	Opens the window to create an application object, 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. You can also add additional columns by clicking Add Column.
	Export	Click here to export the summary page into an Excel, PDF, or JSON file. You also have the option to schedule the export to run at a later time. To schedule the export: Click Schedule. Set the date range using the Scheduled From and Scheduled To fields. Set the run frequency by selecting one of the tabs ("Hourly", "Daily", "Weekly", "Monthly", or "Yearly") and adjusting the parameters below. Click Schedule. 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: