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 layout you want to change.
3. If you want to create a new custom summary by editing another user's summary, leave the All filter button at the top of the screen selected. This is the default. See Custom Summary Overview for more details about the filter buttons.
4. Click the name of the custom summary that you want to use for your new layout. The LMR displays the Custom Summary builder screen, with selections based on the current layout. The upper section of this screen lists unselected LMR modules. The lower section includes selected modules.
5. 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.
6. 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.
7. To reorder a module added to any column,
click its name and or
as needed.
8. To move a module between columns, click its name to highlight it. Then drag and drop it into the desired column.
9. Click Save.
10. Type a name, and click Default if you want to use this summary as the default. Then, select whether you want to save your Custom Summary 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.
11. Click Save As New.