This functionality is accessible at the menu bar. Go to Reports -> Cycle summary.

 

 

Click on Customize layout to open the small Customize window additionally. If this window is open, you can change the content of the mean window.

In the example we use the window view of the customization interface.

 

Explanation of the buttons

	Undo: undoes the last procedure.
	Redo: redoes the last procedure.
	Store Layout: saves the layout after it has been customized.
	Restore Layout: after saving the layout, clicking on this button will restore it to the previous state.
	Collapse All: hides the hierarchy of the tree.
	Expand All: shows the hierarchy of the tree.
	Delete: this button is only active if you create a new group or auxiliary item. It deletes these newly created groups/items.
	Add Group: adds a new group. The use of this functionality is not advisable. Instead, use the already available groups.
	Add Auxiliary Item: adds a new auxiliary item. The use of this functionality is not advisable. Instead, use the already available items.
	View as Tree / Plain List: changes the layout of the Available Items.

 

Add single items

For the beginning it will be easier to find items with the tree view:

The items will be ordered after their area (pregnancy, transfer,...) .   Follow these steps: 1. Use Collapse all. 2. Select the wished main category. 3. Select an item from the subcategory.

 

	In this example we will add the field Note from Fields from pregnancy, to Pregnancy on the left side.   Add the field with drag and drop to the left side. You can add every item from the right to every status on the left side.     However only in the correct department it will make sense!
	Here you can see the result: The field note is below the cycle outcome. It has the same position in the cycle summary window. If you like to change the position, you can do it here or in the cycle summary window.   Click here, for more informations about the changing of positions.

Remove items also with drag and drop. You can set the to be cleared item at any place of the available item list. The next time you open that window , the relevant fields will be on the right place. Click here for further informations.

 

Add auxiliary items

You have also the possibility to add auxiliary items with a new name.

Select one of the four options from the drop-down list. 1. Select the item -> it will be added to the available item list. 2. Pull it with drag and drop on the left side and the wished place.   Take a look at the following example.

 

In this example we will add a splitter item. Add the field with drag and drop to the left side. After adding the splitter item you can see it in your layout tree view and in the cycle summary.   If you cannot find the correct place in the layout tree, add the item and change the position later in the cycle summary window.   To do this: click on it and set it on the right place.

 

 

Add groups

You have also the possibility to add groups with a new name.

In this example we will add a new group. Add the field with drag and drop to the left side. After adding the group you can see it in your layout tree view and in the cycle summary.   You can rename each item / group with one click on it, or with a right click and choose rename. We rename the new group to QM and add two QM items under it out of the list on the right side.

 

 

 

Submenu right click

 

	Layout Tree View With a right click you can: undo the last steps, redo the last steps, choose the expand or collapse view, delete itself added items, choose the vertical and horizontal alignment of the area, choose the layout direction, select show a border, rename the item.
	Available Items   With a right click you can: undo the last steps, redo the last steps, choose the expand or collapse view, add new items to the available list, delete itself added items, rename the item.

 

 

Save current layout

If you like to keep this settings for the next time, you have to save all before you leave the cycle summary.

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