Create viewpoints

To create a report you have to create a viewpoint.

About this task

A viewpoint is a combination of grouping fields and display columns that allows you to organize search results. They are useful when you are performing broad searches that produce a large number of search results. When a viewpoint is selected, the search results are automatically arranged into fields and displayed according to specific columns.

To create viewpoints:

Procedure

  1. Click the Search Results tab to display the view.
  2. In the Search Results view, click the Manage Viewpoint button (Configure grouping button).
    The Manage Viewpoints window appears. For example:
  3. Click Create Viewpoint ().
    The Viewpoint Name window appears.
  4. Enter a name to identify the viewpoint, then click OK.

    For example:

    The new name appears in the Viewpoints list and the Available Fields list is populated with all the available fields to create groupings.
    Figure: Manage Viewpoints window
  5. Select the Grouping Columns tab to add your columns.
  6. From the Available Fields panel, select a field, then click the Add button ().
    Your selection moves to the right-hand pane. You can make multiple selections by holding the SHIFT or CTRL keys and clicking a field.
  7. Use the Move Up () or Move Down () button to organize the desired grouping order.
  8. Select the Display Columns to add display columns.
  9. From the Available Fields panel, select a display column, then click the Add button ().
    Your selection moves into the right-hand pane. You can make multiple selections by holding the SHIFT or CTRL keys and clicking a column.
  10. Use the Move Up () or Move Down () button to organize the desired display order.
  11. Click OK.
    Your new viewpoint is now available in the Search View Results.