Summary

Sales Summary Example

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:

General Properties

Summary View General

Name
Enter a name of a new summary view.
Notes
This 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 you to select an icon for a view. You have a choice of 900+ icons covering various subjects – actions, brands, file types, symbols, animals, and more. The Search box above will help you narrow down the list of choices.
Icon

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.

Matching Properties

Summary Matching

Filter
The Matching section is intended to set the filter criteria for the records that will be displayed in the view.
  • All records: select if you want to include all records in the view;
  • Only records that meet certain criteria: select if you want to filter records according to certain criteria. With the help of drop-down lists below create the rules according to which records will be filtered;
  • Custom formula: select if you want to enter a custom formula and add the formula to the expanded field.

Grouping Properties

Summary Grouping

Grouping
In the Grouping section you specify how displayed records should be grouped. You can choose up to three columns whose values will be used for grouping.

Grouping options are expounded in the Grouping item.

Columns To Calculate

Summary Columns to Calculate

Columns
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 display as field (if the field is left empty, default naming convention is used).

Advanced Options

Summary Advanced

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. In the Details View dropdown you can select any view built in the same table.
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.
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

Help
When this 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 save changes or click Cancel to discard.