Summary is a table view that gives a brief overview of records. To create a summary view, select the Summary option from the list of view types and click Next. The system will display the Summary View form comprising the following sections:


Enter a name of a new summary view.


Write a description or any notes on this view.

Show In Menu

Leave this option checked if the view should be displayed in the menu.


Enter a category name if you want to group view under a category.

Highlight Color

Select a color to highlight this view in the list displayed in the menu.


If you want to restrict access to the view for your users basing on their roles, select the Restrict access right by role checkbox and choose what roles will have access to this particular view.


The Matching section is intended to set the filter criteria for the records that will be displayed in the view.

  • If you want to include all records into the view, select All records.
  • If you want to filter records according to certain criteria, select Only records that meet certain criteria. With the help of drop-down lists below create the rules according to which records will be filtered.
  • If you want to enter a custom formula, select Custom formula and add the formula into the expanded field.


In the Grouping section specify how displayed records should be grouped

  • If you do not want to group records at all, select No grouping.
  • If you want to set specific grouping rules and sorting order, select Custom grouping and use the expanded drop-down lists to specify grouping criteria and order.

Grouping options are expounded in the Grouping item.


The Summary View contains columns where the data (amounts, number of records or dates) are aggregated by groups. A total amount, average, minimal (maximal) result or a number of records in a group (or all records if None grouping is set) can be calculated and shown in the summary view. Select one or several columns in the Columns to calculate section and the function you need. Also you can enter the alternative column name in the displayed as field (if the field is left empty, default naming convention is used).

The Advanced options section is intended to specify additional options:

Details View

The Summary View contains an overview of table records, these records are grouped and results of such grouping are shown in cells. To see details on a certain group, the Details View option should be set and each grouping value will be displayed as a link. When a user clicks on such link, the details of a group are displayed. Detailed group information may be given in any view. You can define what view will be used to show details of the record groups. From the Details View drop down list select any view that already exists in the system.

Row Colorization

If you want to highlight certain rows, select the Colorization Formula check box and enter the formula into the expanded field. The details are expounded in the View Colorization item.

When finished, click Save to save changes or click Cancel to discard.

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