Editing a Custom Layout

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 desired, 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 edit. The LMR displays the Custom Summary builder screen, with selections based on the existing layout. The upper section of this screen lists a scrolling list of all remaining unselected LMR modules. The lower section includes the selected modules.

5.   For Summary or Summary Popup, add, remove, or resize columns by doing the following:

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. Click Default if you want to use this summary as the default. Also, to save your changes as a new summary without changing the one you started with, type a new name, select either My List or Practice, and click Save as New. Otherwise, click Save.

Note: You cannot edit someone else's custom layout without saving it with a new name.