Summary Reports

The Summary Reports link in the Data Governance module allows you to view summaries that were created either manually from the Reports section or automatically by a workflow. In the grid display for summary reports a small icon labeled 'chart available' will appear if the summary includes a pie chart. The charting option may be specified when the report is being created in a workflow. Selecting this icon will permit viewing the chart.

The toolbar options are:

• Common

  • Select All - Select all policies

  • Clear All - Clear selection of all policies

  • Reset Grid - Reset the view back to the default, such as all columns being viewable

  • Export to CSV - Export the list of policies to a CSV file

  • Refresh Grid - Reload the grid showing any changes

• Action

  • Edit - Modify the grouping options used to generate the summary

  • Delete - Delete a summary report and all of the data that was collected to generate it

  • View Summary - View a summary report