Configuring Settings for the BP Summary (Cloud Only)

Changes that you make to the settings for the BP Summary apply only to your view of the specific BP and are saved automatically. (Other users can configure their own views.) You can configure the settings before generating a summary or after. Whenever you regenerate the summary, the last saved version of the settings is used.

To configure the settings for a BP Summary:

  1. Choose one of the following:
    • To configure settings before generating the summary:
      1. Go to the shell tab, and switch to User mode.
      2. In the left Navigator, select Logs, and then select the applicable BP to open the BP log.
      3. From the toolbar, select Actions, and then select View Summarization Settings.
    • To configure settings after generating the summary, in the Summary panel, select Settings.
  2. Select the applicable Summary Length.
  3. Select the applicable Output Format.
  4. For Summarization Data Elements, select up to five data elements (DEs) that you want to use.

    You can use up to five of the elements that were included as part of the BP configuration, or you can remove those elements that you do not want to include in the summary.

  5. If applicable, for Summarization Grouping Element, select the Pull Down DE that you want to use.
  6. Select Save or Save and Regenerate.

    Note: If your administrator subsequently removes any of the selected DEs, one of following scenarios occurs:

    • If your summary contains other valid DEs, the summary is created or updated using the remaining DEs but omits the removed DEs.
    • If your summary no longer contains any valid DEs, the selection is reset to the default settings used by the administrator.

      In either case, you can update the summary to select up to five DEs that you want to use.


Last Published Monday, October 13, 2025