Generating the BP Summary (Cloud Only)
If you configure settings for the BP Summary prior to running it the first time or if you update the settings after running a summary, the latest settings are used to generate the summary. Otherwise, the default settings configured for the BP are applied.
To generate a BP Summary:
- Go to the shell tab, and switch to User mode.
- In the left Navigator, select Logs, and then select the applicable BP to open the BP log.
- In the log, select the applicable records to include in the summary.
If you do not select any records, the system displays an error message and does not prepare a summary.
- From the toolbar, select
AI Summarize.The system displays a separate panel while it generates the summary. If this is the first time that you have used the option, the system uses the default settings configured for the BP. Otherwise, it uses the settings you have specified previously.
After the summary is generated, a line is included below the content to indicate what settings were applied. The panel also includes additional options that you can use to:
- Change the
Settings. For more information, see Configuring Settings for the BP Summary (Cloud Only). - Save
the summary. - Copy
the summary to your computer’s clipboard so that you can paste it into another document, such as a Microsoft Word file.
- Change the
Last Published Monday, October 13, 2025