1. If you haven't already, go to the Custom Summary module.
2. Click the button for Summary, Summary Popup, or QuickLook depending on which type you want to create.
3. Click Add New to display the Custom Summary builder screen. The upper section includes a list of all available LMR modules. The lower section includes a blank column or columns with a series of positioning buttons.
4. For Summary and Summary Popup, add, remove, or resize columns by doing the following:
Click Add Column or Remove Column to display the desired amount of columns.
To resize the existing columns place the mouse pointer between the two columns (a double-headed arrow displays). Click and drag to adjust the sizing. The column size percentage adjusts accordingly.
5. For each module you want to include, click its name in the Available Controls list to highlight it. Then drag and drop it into the desired column. To remove a module, click its name to highlight it, and then drag it back to the Available Controls list.
6. To reorder a module added to any column,
click its name and 
or 
as needed.
7. To move a module between columns, click it name to highlight it. Then drag and drop it into the desired column.
8. Click Save.
9. Type a name, and click Default if you want to use this layout as the default. Then, select whether you want to save it to your personal list ( My List) or make it available to others within your practice ( Practice or Practice General). Regardless of which option you choose, other LMR users cannot edit or delete your custom summary.
10. Click Save.
Related Topics