# Build a Summary View

You may not need all your data on a day-to-day basis; however you want it well presented and easy to read! This is why we've created Summary Views.

### Organizing your data layout with the Visual builder

![](https://85223878-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOx0Wo3NZjrQrGQthTy6o%2Fuploads%2Fgit-blob-c0f67b0fc2b9e60d8efe025df9fe616676d4d695%2Fimage.png?alt=media)

To configure a Summary View, go to the Summary tab **(1)**, then click "Add one" **(2)**.

![](https://85223878-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOx0Wo3NZjrQrGQthTy6o%2Fuploads%2Fgit-blob-1756e2ef06d3f9d8de7f01784da6f0e94e325278%2FCapture%20d%E2%80%99e%CC%81cran%202019-06-28%20a%CC%80%2016.38.36.png?alt=media)

{% hint style="success" %}
Once the Summary View created for a specific collection, it will become the default entrypoint while navigating to a record of this collection.
{% endhint %}

{% hint style="info" %}
If a Summary View already exists, you can always reconfigure it by activating the [*Layout Editor* mode](https://docs.forestadmin.com/user-guide/getting-started/master-your-ui/using-the-layout-editor-mode).
{% endhint %}

The **Visual builder** works as a standard *drag and drop* tool.

It is divided into four categories: Formatting, fields, related data and actions. Add a “Section” from the formatting category and fill it with fields **(1)**.

![](https://85223878-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOx0Wo3NZjrQrGQthTy6o%2Fuploads%2Fgit-blob-2934121a4707b24491bd3a823b38e6a5ddc62a30%2FCapture%20d%E2%80%99e%CC%81cran%202019-06-28%20a%CC%80%2016.53.57%20\(2\).png?alt=media)

If you wish to **delete** a Section or a Module from your Summary View, simply drag it from the upper right corner **(2)** to the trash icon **(3)**.

### Accessing related data

In the related data category, you will find all fields associated to your record **(1)**. For example in the demo, a customer has many orders, so you find ‘Orders’ in the related data section **(2)**. Adding a related data field works exactly the same way as other modules in the builder: just drag and drop it where you want **(2)**.

![](https://85223878-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOx0Wo3NZjrQrGQthTy6o%2Fuploads%2Fgit-blob-dc50fdd9740bee534c4e2f55f4f06cc244f28e4f%2FCapture%20d%E2%80%99e%CC%81cran%202019-06-28%20a%CC%80%2017.59.12%20\(2\).png?alt=media)

![](https://85223878-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOx0Wo3NZjrQrGQthTy6o%2Fuploads%2Fgit-blob-6b172805753553f31a8d20f1dceb331ca6e7429b%2FCapture%20d%E2%80%99e%CC%81cran%202019-06-28%20a%CC%80%2017.43.59.png?alt=media)

### Acting on your data

The Summary View is of course very useful to check at a glance all the information on a record. But, it is also possible to *act* *on the data* straight from this View. The last menu, **actions** **(1)** allows you to insert into a Section any of your [Smart Actions](https://docs.forestadmin.com/user-guide/collections/actions/create-and-manage-smart-actions).

For example in the Forest Admin Live Demo, you can upload Legal Docs **(3)** for a company and Mark it as Live **(2)** from this Summary View.

![](https://85223878-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOx0Wo3NZjrQrGQthTy6o%2Fuploads%2Fgit-blob-0cab00fe713bbe66e4094d0a6b7dd691abc12d74%2FCapture%20d%E2%80%99e%CC%81cran%202019-06-28%20a%CC%80%2018.15.40.png?alt=media)

The Summary View will most likely be the main check point for your operational teams, so customize it wisely!