Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Summary_list
Task1What is a Summary summary panel?
Task2Adding a Summary summary panel
Task3Customising a Summary summary panel
Task4Summary panel - overview video

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

What is a summary panel?

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

Screenshotmacro
Borderfalse
URL/download/attachments/4817212/display_board_3.png

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

Adding a summary panel

...

Screenshotmacro
Borderfalse
Shadowfalse
URL/download/attachments/4817212/add_summary_panel_2.png

HTML
<a id="Customising a Summarysummary panel"></a>

Customising a summary panel

To customize 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:

Screenshotmacro
Borderfalse
Shadowfalse
URL/download/attachments/4817212/add_summary_panel_3.png

...

Screenshotmacro
Borderfalse
URL/download/attachments/4817212/summary_panel_properties_1.png

Title

The

Tabmacro
LabelTitle
tab allows you to enter a name for your to enter the name you want to appear on the summary panel and apply any styling properties, such as font size, font style, text colour, etc.

...

FieldDescription
Hide labelTick this option if you don't want your panel to have a title.
LabelEnter a title for your summary panel.
Text styleSelect any styling properties for your panel title, e.g font size, font style or text colour etc.

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
Info

To

...

populate the summary panel with call logging information, you first need to create a stats point object in the Directory to collect data for the site, group or user that you want the summary panel to display.

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

...

Selecting the call type

To select the type of call which the information displayed in this summary panel should apply to, click on the 

Referencemacro
LabelCall type
call type you want to display in this column, click on the Call type drop-down list and choose from the available options, as shown below:

...

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

Referencemacro
LabelColumn
drop-down list and choose from the available options, as shown below:

...

To see only the summary values for the information displayed in this panel, without the textual element, tick the available option and apply any styling properties, if preferred.

...

To see the name of the user which the whose call information is displayed in this panel applies to, 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 

Referencemacro
LabelCall type
is field we have selected 
Keywordmacro
LabelOutbound
, and in the
Referencemacro
LabelColumn
is field we have selected
Keywordmacro
LabelMaximum Duration
. Ticking the box to display the name of the user meeting that meets the criteria above, the summary panel will display the outbound call with the max duration and the name of the person that reach who achieved this threshold.

Screenshotmacro
Borderfalse
URL/download/attachments/4817212/summary_panel_properties_7.png

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

Screenshotmacro
Borderfalse
URL/download/attachments/4817212/summary_panel_example.png

Background

The

Tabmacro
LabelBackground
tab allows you to configure the background properties of your summary panel.

...

FieldDescription
Image sourceIf you want your panel to display an image, type its source here. Remember, the path is relative to the folder on disk from which the web content is served, and is different for each class of web user.
Image styleChoose how the image should be displayed.
ColourChoose the background colour of the panel; if you are adding an image, you may want to select Transparent so that this does not interfere with your image.
Apply lighting effects to this panelTick this option to apply a shine effect to the entire panel; if you are using the panel to display an image, this may adversely affect how it appears.

The two examples below show the difference between panels with and without lighting effects.

Screenshotmacro
Borderfalse
Shadowfalse
URL/download/attachments/4817212/summary_lighting_example.png

Metrics

The Metrics tab allows you to define the shape of the panel, by entering values for its position and size.

...

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

Videomacrovimeovideomacro
Imagesummary_panel.png
Videosummary_panel_plus.mp4

 

 

 

 

 

 

 

VimeoId79520058