Headline

Like summary views, headlines allow you to display aggregated values but they provide more visually appealing presentation.

The key difference between headlines and summaries is that for headline you can provide “reference point” – a value to compare calculated value to. In this case the headline displays up or down arrows based on comparison result and highlights the value with red or green depending on whether the higher value is better or worse.

To create a Headline View, select the Headline option from the list of view types and click Next. The system will display the Headline View form comprising the following sections:

Headline View General.png

Name	Enter a name of a new headline view.
Notes	The Notes field can hold any developer’s comments that need to be kept for this view. The comments will be visible in the Setup mode only.
Show In Menu	Leave this option checked if the view should be displayed in the menu.
Category	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.
Icon	This option allows to select an icon for a view. You have a choice of 900+ icons covering various subjects – actions, brands, file types, symbols, animals and a lot more. The Search box above will help you to narrow down the list of choices. In the User mode the icon will appear to the left of the View name listed in the left menu of the table.
Access	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.

Filter

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.

Columns

In the Columns to calculate section you can select one or several columns, you want to include into the Headline view.

The Columns section comprises the list of functions being applied for data calculation. You should specify a function for each selected column. The following functions are possible:

# of Records	This function counts the number of records that meet filter criteria.
Total	This function sums up the column values. For example total costs.
Average	Using this function you can calculate an average result. For example average price.
Minimum	This function chooses minimum value.
Maximum	This function chooses maximum value.

In the display as field enter the name of the calculated results. If you leave this field blank, the column name with the short name of the chosen function will be displayed near the calculated results.

Moreover, there is the way to highlight the “Good” results in green and the “Bad” results in red, just specify the More is better option or Less is better option in the dropdown. The No Meaning option is specified by default; in this case the results are displayed in black.

Headline View Advanced.png

The Advanced options section is intended to specify additional options:

Show Difference

In the Show Difference section you can specify the Reference Point Filter. It defines the value you want to compare the calculated value to. If this Reference Point Filter checkbox is checked, you can select criteria for the Reference Point filter.

If you want to filter reference records according to certain criteria, select Only records that meet certain criteria. Using the drop-down 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.

Enable Embedding

This option allows you to copy/paste simple HTML snippet to embed a view on your website page. More details are described here Embedding Option for Views.

Help option.png

Help	When the Help text property is filled in, a view page displays small dropdown titled Help just under the tab bar. On user’s click it extends toward the bottom displaying the text you’ve typed.

When finished, click Save to create a new view; click Cancel to discard changes.

Next: Map