Clicking on the Summarization Template tab displays the summarization template home page. More about the home page.
In the View section, select an appropriate list view from the drop-down list to go directly to that list page, or click Create New View to define your own custom list view. List views let you display a list of records that match specific criteria.
In the Recent section, select an item from the drop-down list to display a brief list of the top records matching that criteria. The choices are listed in the table.
From the list, you can click any summarization template name to go directly to the detail.
Click New to create a new summarization template.
Recent Choices
Recent Choice
Description
Recently Viewed
The last 10 or 25 records you viewed, with the most
recently viewed item listed first. This list is derived from your
recent items and includes records owned by you and other users.
Recently Created
The last 10 or 25 records you created, with the
most recently created item listed first. This list only includes
records owned by you.
Recently Modified
The last 10 or 25 records you updated, with the
most recently updated item listed first. This list only includes
records owned by you.