How to customize the Cycle Summary?

Revision as of 13:24, 3 June 2013

This funcionality is accessable at the menu bar.

Go to Reports -> Cycle summary. The following window will open.

<img src="/images/CS90.png" alt="" width="435" height="161" />	The only possibilities to change something, is to modify the table arrangement with a click on the head of a column or to filter it with a click on the arrow beside.
<img src="/images/CS91.png" alt="" width="509" height="189" />	With the buttons <img src="/images/CS2.png" alt="" width="16" height="16" /> (Collapse) and <img src="/images/CS3.png" alt="" /> (Expand) you can hide or show the content of a whole area.

At the menu point "Layout", you have the possibility to customize, save, load or reset the layout.

Here, we will explain you how to customize the layout.

If you click on "Customize layout" the Customize window will open.

Customize

You can choose between two views:

the window view with two windows side-by-side.

the tabbed view with two tabs consecutive.

Layout Tree View

Here you can see the layout tree with all items of your current cycle summary.

Select a field in your cycle summary window (with one click) and the associated title in the layout tree will be selected too. Conversely applies the same rule. This function make it easy to find the right place for the wished changes.

Available Items

In this list you see all available Items, which are currently not used in the cycle summary.

If you wish to add an item to the layout tree, do it with drag and drop. Click on it and set it into the wished area.

For removing fields out of the layout tree, the same rule applies (only from left to the right).The right window will be ordered automatically alphabetically.

Explanation of the buttons

<img style="display: block; margin-left: auto; margin-right: auto;" src="/images/CS7.png" alt="" width="15" height="13" />	Undo: undoes the last procedure.
<img style="display: block; margin-left: auto; margin-right: auto;" src="/images/CS8.png" alt="" width="15" height="13" />	Redo: redoes the last procedure.
<img style="display: block; margin-left: auto; margin-right: auto;" src="/images/CS9.png" alt="" width="16" height="16" />	Store Layout: saves the layout after it has been customized.
<img style="display: block; margin-left: auto; margin-right: auto;" src="/images/CS10.png" alt="" width="16" height="16" />	Restore Layout: after saving the layout, clicking on this button will restore it to the previous state.
<img style="display: block; margin-left: auto; margin-right: auto;" src="/images/CS12.png" alt="" width="16" height="16" />	Collapse All: hides the hierarchy of the tree.
<img style="display: block; margin-left: auto; margin-right: auto;" src="/images/CS11.png" alt="" width="16" height="16" />	Expand All: shows the hierarchy of the tree.
<img style="display: block; margin-left: auto; margin-right: auto;" src="/images/CS13.png" alt="" width="16" height="16" />	Delete: this button is only active if you create a new group or auxiliary item. It deletes these newly created groups/items.
<img style="display: block; margin-left: auto; margin-right: auto;" src="/images/CS15.png" alt="" width="16" height="16" />	Add Group: adds a new group. The use of this functionality is not advisable. Instead, use the already available groups.
<img style="display: block; margin-left: auto; margin-right: auto;" src="/images/CS14.png" alt="" width="16" height="16" />	Add Auxiliary Item: adds a new auxiliary item. The use of this functionality is not advisable. Instead, use the already available items.
<img style="display: block; margin-left: auto; margin-right: auto;" src="/images/CS16.png" alt="" width="23" height="20" />	View as Tree / Plain List: changes the layout of the Available Items.

Move single fields or whole areas

It is possible to create your own layout with your own arrangement. Use the drag and drop functionality for moving single fields or whole areas. Mark the field and set it on a new place.

@@ Line 1: / Line 1: @@
 <p style="text-align: justify;">This funcionality is accessable at the menu bar.</p>
 <p style="text-align: justify;">Go to <strong>Reports -&gt; Cycle summary. </strong>The following window will open.</p>
+<h3 style="text-align: justify;">Cycle summary</h3>
 <p style="text-align: justify;">In this window you can only read data.</p>
 <table style="margin-left: auto; margin-right: auto;" border="0">
@@ Line 36: / Line 37: @@
 <p>If you click on <strong>"Customize layout"</strong> the Customize window will open.</p>
 <p>&nbsp;</p>
+<h3>Customize</h3>
 <p>You can choose between two views:</p>
 <ul>
@@ Line 52: / Line 54: @@
 </table>
 <p>&nbsp;</p>
-<p><strong>Layout Tree View:</strong></p>
+<h4>Layout Tree View</h4>
 <p>Here you can see the layout tree with <strong>all items of your current cycle summary</strong>.</p>
 <p><strong>Select a field in your cycle summary window</strong> (with one click) and the <strong>associated title</strong> in the layout tree <strong>will be selected</strong> too. Conversely applies the same rule. This function make it easy to find the right place for the wished changes.</p>
 <p>&nbsp;</p>
-<p><strong>Available Items:</strong></p>
+<h4><strong>Available Items</strong></h4>
 <p>In this list you see all available Items, which are <strong>currently not used in the cycle summary</strong>.</p>
 <p>If you <strong>wish to add</strong> an item to the layout tree, do it with <strong>drag and drop</strong>. Click on it and set it into the wished area.</p>
 <p>For removing fields out of the layout tree, the same rule applies (only from left to the right).The right window will be ordered automatically alphabetically.</p>
 <p>&nbsp;</p>
-<p><strong>Explanation of the buttons:</strong></p>
+<h4><strong>Explanation of the buttons</strong></h4>
 <table style="margin-left: auto; margin-right: auto;" border="0">
 <tbody>
@@ Line 107: / Line 109: @@
 </table>
 <p>&nbsp;</p>
-<p><strong>Move single fields or whole areas:</strong></p>
+<h3><strong>Move single fields or whole areas</strong></h3>
 <p style="text-align: justify;">It is possible to create your own layout with your own arrangement. Use the drag and drop functionality for moving single fields or whole areas. Mark the field and set it on a new place.</p>
 <p>&nbsp;</p>