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Softdial Reporter™ 5 - Widget Settings

Summaries Tab

The Summaries tab is disabled until, in the Data tab, a selection is made from the Report on dropdown.

Available only for Static reports of type Summary, the Summaries tab (Fig. 1) defines which data columns are displayed in summary in the report.

Summaries tab

Fig. 1 - Summaries tab

The following actions are available for summary columns:

ClosedAdd

Columns in the rendered report are specified by rows in this tab.

As rows are added they are placed at the top of the list, which results in a column being placed to the left in the report. As rows (report columns) cannot be reordered, either in this tab or the rendered report, they must be added in the order you would like them placed, from right to left in the rendered report.

ClosedAdd a data column
  1. Click Add button. A new row is opened for editing.
  2. From the Field drop-down, select a data item to be summarised in a column
  3. From the Aggregate drop-down, select a summary method for the Total line at the bottom of the report. Options are:
    • Sum
    • Average
    • Max
    • Min
    • Count

    Note that although the aggregation for the Total will often be the same as that of the metric itself, this is not essential.

  4. Either:
    1. to commit the new row, click Update button
    2. to cancel the new row, click Cancel button
ClosedAdd a count/ % column

The checkboxes at the top of the tab (Fig. 2):

Show count/ %

Fig. 2 - Adding count/ % columns

...allow the following extra columns to be added to the right of any data columns in the report:

  • Show count - adds a column showing the number of records that have been aggregated into this row.
  • Show percent of total - adds a column showing the count for this row expressed as a percentage of the count for the Total row at the bottom of the report. The Total % will always be 100%.
ClosedEdit

To edit the specification for a column, either;

  • click on a row, and click Edit button, or
  • double-click on a row

The row is opened for editing.

ClosedDelete

To delete the specification for a column:

  1. click on a row
  2. click Delete button

A formula column can also be added. A formula creates a new column by acting upon values from one or more aggregation columns.

ClosedAdd a formula column

To add a formula column:

  1. click Add Formula button. The Add Formula dialogue is opened.

    Set Formula dialogue

    Fig. 3 - Add Formula dialogue

For details on setting formulas, see Formulas Tab.

 

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