View Forms Summary by Customizing a Layout

Fastpath: Analyse > Forms Summary
  1. Confirm that the correct business unit is selected in the Current Business Is field, and that the correct project is selected in the Current Project Is field.
  2. Select Analyse > Forms Summary.
  3. In the Display field in the Forms Summary tab, select the check box for each type of information you want to see.
    • Forms Count - This check box is selected by default.
    • Tasks Count
    • Include Inactive Projects
  4. Click Apply.
  5. To add rows, click on a field in the shaded bar below the Forms Summary tab and drag it to the row heading area.
    The Form Template field is a row heading by default. When you add additional fields, you can control the order by moving a field to the left or right of another field. You can change the sort order for a field by clicking the arrow to the right of the field.
  6. To add columns, click on a field in the shaded bar below the Forms Summary tab and drag it to the Drop column Fields Here area.
    When you add additional fields, you can control the order by moving a field to the left or right of another field. You can change the sort order for a field by clicking the arrow to the right of the field.
  7. Once you are finished customizing, click Save to save your customizations as a layout to use in the future.
    Saved layouts are available to all users who have access to the Forms Summary in all business units in your company. You do not have to save the layout.
  8. In the Layout Name field, enter a name to identify the report layout.
  9. Click Save.
You can export the information in this report to use it in another application.