<a id="What is a Summarysummary panel?"></a>

What is a

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summary panel?

Summary panels are normally used to display a summary of information (call statistics based on a particular call type or call property, e.g. the longest call, the most expensive call, the total number of inbound calls etc.) 

The display board in the screenshot below displays several summary panels, each of them showing call information grouped by different criteria

<a id="Adding a Summarysummary panel"></a>

Adding a

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summary panel

To add a Summary summary panel, click on the 

The list of available panels types will disappear and the mouse pointer will transform in a white, cross-like pointer sign indicating where your panel will begin. Simply drag your mouse across the screen and you can size the panel, After selecting the summary panel button, the mouse pointer changes into a white crosshair pointer, indicating that the designer is ready to draw your panel. Click and hold your left mouse button, starting at the point defining the upper-left corner of your new panel. Whilst still holding down the left mouse button, drag the marquee that will appear to the point that will define the lower-right corner of your panel, as shown below:

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Customising a

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summary panel

To customize your Leaderboard a summary panel, click on the toolbar button to switch to panel selection mode. Hover your mouse pointer over the label panel you want to customise and click on the Image Added icon, when it appears towards the top-left right corner of the screen, then select the Image Removed icon to customise the panel, as shown below:

The following screen will appear Summary panel properties window will open, containing the following tabs:

To provide a title for the Summary panel, simply fill in the Label field. Choose the style of font and font size you would like to use, by selecting from the drop-down list provided.

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Title

The

If you would like the text to appear as bold, italic or underlined, simply click on the required box to highlight 

To determine the placement of your title, simply click on 

Content

To add content to any Summary panel, select theContenttab.

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Content

The Content tab allows you to select the type of call information you want to display in your summary panel.

Selecting a stats point

To choose the entity whose calls you want to display in this panel, select a stats collection point, by clicking on the Find button.

NextA new window will open, allowing you need to drill-down until you find the to the site or group level in the Directory, where the stats point object you want to use, then add resides. To select the stats point, click on the Image Removed button alongside it to select it, as shown below:

This will now appear as your chosen Stats stats point.Next, you will need to

Selecting the call type

To select the Call call type and Column that you want to display as the summary value (e.g. to show the maximum call duration for all calls, select 

Selecting the information type

To select the type of call information you want to display in the summary panel, such as total duration, response time, etc., click on the 

Show summary values

To see only the summary values for the information displayed in this Summary panel and configure its properties. To choose the style of font or the font size, select from the drop-down list provided. To select the text colour, you need to click on the drop-down arrow. This will show the colour palette available. To select a standard colour, all you need to do is click on it. To add a custom colour, click on one of the blank custom colour squares and add the RGB colours to add to your custom palette. You need to click on theApplybutton to set the chosen colour., without the textual element, tick the available option and apply any styling properties, if preferred.

If you would like the text to appear as bold, italic or underlined, simply click on the required box to highlight Image Removed.  To determine the placement of your title, simply click on Image Removed. At the end, click on theSavebutton to save any changes made.

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Show the name of the user

To see the name of the user that meets the criteria set above, tick the box to allow this information to be displayed, then select the size, the type and the properties for the font you would like to usewhose call information is displayed in this panel, tick the available option and apply any styling properties, if preferred.

In the example below, we have selected to show the longest outbound call, so in the 

The summary panel of this last example will show display as followsshown below:

Background

Click on theBackgroundtab The

If you would like to add an image source, simply type the details in the box provided, as shown in the sceenshot below, otherwise leave blank. You can decide to repeat the image or centre it on the panel, by selecting from the drop-down list of the Image style field.

To select the background colour, click on the drop-down arrow; this will show the colour palette available. To select a standard colour, all you need to do is click on it. To add a custom colour, click on one of the blank custom colour squares and type in the RGB colour codes to add to your custom palette. You can also pick a transparent background, if you prefer. You will need to click on theApplybutton to set the chosen colour.

If you would like to apply lighting effects to the summary panel, tick the box provided, as shown below:

The two examples below show the difference between panels with and without lighting effects. The panel with the slight shine has a lighting effect applied, while the solid green panel hasn't:

Metrics

To The Metrics tab allows you to define the panel's metrics to suit your particular screen, type the required pixel sizes in the boxes provided, then click on theSavebutton to save any changes madeshape of the panel, by entering values for its position and size.

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Summary panel - overview video

For a live demonstration on of how to design and customise a Summary summary panel, watch the video below: