The Summary setup window displays when you create a new Summary. Go to Summary, select New Summary from the Open Summary window or select File > New from Summary. The Summary setup window displays.
Select New Summary to view the options used in Summary Setup:
RUN: Calculates the Summary according to your selections. The Summary file is opened when finished.
CANCEL: Exits the Summary setup view and displays the SFM window without a file opened. Select File > Open or New to select an existing Summary or create a new Summary or select File > Exit to quit Summary.
SAVE TEMPLATE: Saves any options and settings changes you may have made (e.g., pricing selections, levels settings, etc.) to the selected report type (e.g., Summary Report). If you have made changes that you will want to stay the same every time you run the selected Summary report, then use the Save Template function to save your selections.