Setup summary reports for dashboards

Modified on Tue, 21 Jun, 2022 at 10:33 AM

Overview

If you have a report that you would like to add to one of your dashboards. You will need to complete a couple of steps and then contact RITE to assist with the final setup via premium service use.

If you're unsure what Premium Service entails see our Support Covered page for details here.

Procedure

Steps to complete this setup:

Create a basic Summary report. Instructions are here.
Determine what dashboard you would like to see this summary displayed on.
Contact RITE to have this finalized and added to your dashboard.

NOTE: You can not currently use report configurations that are links.

Additional Features for Summaries:

Displayed Properties
Group Properties
Properties with Totals
Filters
Sort Index
Percent Column Name
Percent Column Property

Available Columns for this example.

Employee Name
Program
Date Created
Trans#
Card Number
Location Id
ProgramId
Loyalty membership Id
Employee Id
Quantity

Displayed Properties - These will be the columns that are displayed when the summary report is ran. These columns need to match the names of the column EXACTLY based off of the main report. In this example the columns available are above. We can choose any of these and enter them in the field next to "Displayed Properties" separated by a comma.

Here is an example. EmployeeName,ProgramName,DateCreated,ScanCode,CardNumber. This will display only those 5 fields when the summary report is ran.

Group Properties - These will be the columns that are grouped together when the summary report is ran. These columns need to match the names of the column EXACTLY based off of the main report. In this example the columns available are above. We can choose any of these and enter them in the field next to "Group Properties" separated by a comma.

Here is an example. ProgramName,DateCreated. This will group by these 2 fields when the summary report is ran.

Properties with Totals -

Filters - These will be automatically populated if you are creating a summary based on a filtered report. If you create a new summary you will need to add filters.

Sort Index - This will determine the order that the rows on the graph will appear or the orders of the rows of data will appear depending on the component you're using. Insert the row in the original report that you intend on having the data sorted by followed by an "a" or "d" depending on the sort order you would like (a for ascending, d for descending) . 6d for example, would sort the list based on the 6th column in the original report and in a descending order.

Percent Column Name -

Percent Column Property -

Example Videos:

Creating a Summary Report from a filtered report