You can use the Summary Boxes in Data Table to add the summary of Count, Sum, and the Average of the data based on the conditions as per your business need. In addition, you can add this summary boxes in the standard and the Custom view also. You can add a maximum of 4 summary boxes.
Note: Summary Boxes is supported in the Ultimate and the Enterprise plans only.
Steps to Configure
- Login and access the Customers App from the Universal Menu.
- Click on the More (...) icon and select Settings.
- Click on the Customize app from the Left panel and select Views.
- Click on the Create button to create a custom view.
- Create View side panel will open. In the Create View, add the Title and Description.
- Enter the Condition in the criteria section based on Sales Rep as per your preferences by using the Insert Attribute.
- Then, click on the Summary Boxes tab next to the Criteria and click on the Create Button.
- In the Create Summarization Popup, you can add the additional filters for the custom view.
- Enter the Name for the Summary Box.
- In the Aggregation Type, Select the type whether it is in Sum, Count, or Average.
- Depending on the Aggregation Type, you can select the Attribute from the dropdown.
- In the Additional Filter add the attribute filter condition for the summary box by using the Insert Attribute.
- In the Preview Button, you can preview the box and you can customize the box with the Box Properties. For example, you can change the Label name, Background color, Text, and Icon in the Box.
- Then click on the Create button.
- You can view the Created Summary Boxes on the List.
- Then, Click on the Create button.
- The view will get created and you can view the created custom view the List.
- Then, go to the Customers App home page, you can view the Created Custom view on the Page Left Panel.
- You can view the Created view with the created Summary box.
- Similarly, you can add up 4 summary boxes as per your business need for the Sum, Count, and Average.
