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Click the icon at the top right of the Pivot widget to display the Pivot options pane. Once you've added a Pivot widget to your Document list page, you can configure settings for the Pivot. Note: Click the value name in the legend to toggle it on and off. You can hover over any item to get a specific count for that item or click any item to drill down and view more information for that specific item. Click and drag to zoom in on the Pivot display. You can size and move panels to create the configuration you prefer.
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Each other panel on the page is automatically resized or moved to accommodate the new widget. The Pivot widget now appears on your Dashboard.
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If you select Top or Bottom, a field appears to the right. From the drop-down menu, select All, Top, or Bottom. (Optional) When you select a Group By or Pivot On field, a drop-down menu appears, allowing you to specify the number of results that will be returned.Every Month - summarizes on each month.Every Two Weeks - summarizes every two weeks.Note: If Every Week or Every Two Weeks is selected, the results are displayed from Sunday through Saturday. If you select a date field in either the Group By or Pivot On field, the Date drop-down menu becomes enabled for that field. This acts as the vertical axis of the Pivot report.
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(Optional) In the Pivot On field, select a field to break down the totals that appear in each row.In the Group By field, select a field to define the horizontal axis of the Pivot report.The Group By and Pivot On fields populate with the settings defined by that Pivot profile. Select an existing Pivot profile from the Pivot Profile drop-down menu.Perform one of the following to define settings for your Pivot widget:.Click Add Widget at the top of the page, and then select Pivot to launch the Pivot Settings pop-up.This page contains the following content: The Pivot menu displays options to run reports on pivot-enabled fields in views and saved searches. Note: To enable the Add Widgets button and Pivot functionality for an Relativity Dynamic Object (RDO), you must select Enabled for the Pivot property in the Object Type Information section for the object.