Skip to end of metadata
Go to start of metadata
You are viewing an old version of this page. View the current version. Compare with Current ·  View Page History

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.)


Adding a Summary panel

To add a Summary panel, click on the  button and then select the button, as shown below:


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, as shown below:


Customising a Summary panel

To customize your Leaderboard panel, click on the button on the top-left corner of the screen, then select the  icon to customise the panel, as shown below:


The following screen will appear:


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.

To select the text colour, click on the drop-down arrow. This will display the colour palate 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 the RGB colour codes to add to your custom palette. You need to click on the Applybutton to set the chosen colour:


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.

First, you will need to select the Stats point you wish to use, by clicking on theFindbutton, as shown below:


Next, you need to drill-down until you find the stats point you want to use, then click on the  button alongside it to select it, as shown below:


This will now appear as your chosen Stats point.
Next, you will need to select the 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 Call type as All and Column as Maximum Duration ):


You may then choose to show only the summary values for 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.


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 . At the end, click on theSavebutton to save any changes made.

If you want to show 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 use.

In the example below, we have selected to show the longest outbound call, so the Call type is Outbound, and Column is Maximum Duration. Ticking the box to display the name of the user meeting the criteria above, the summary panel will dispaly the call with the max duration and the name of the person that reach this threshold.


The summary panel of this last example will show as follows:


Background

Click on theBackgroundtab to configure the properties for the background of your label panel.

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 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 made.


Summary panel overview video

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

 

 

 

 

 

 

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.

Display board with Summary panels

Design a Summary panel

Design a Summary panel video

How do I add a Summary panel?

To add a Summary panel, click on the button and then select the button, as shown below:

Add Summary panel

The list of panels types available immediately disappears and a blank screen will appear with the white cross-like pointer sign indicating where the panel will begin on the screen.

Simply drag your mouse across the screen and you can size the panel as you can see in below:

Add Summary panel

How do I customise my Summary panel?

To customize your Summary panel, click on the button on the top left hand side of the screen. Then click on the icon of the panel that you want to customise, as shown below:

Add Summary panel

The following screen will appear:

Summary panel properties

Title

To provide a title for the summary panel, simply fill in the Label field. Choose the font size you would like to use by simply selecting from the drop-down list. Then choose the style of font you would like to use for your header.

To select the text colour, click on the drop-down arrow as shown below. This will show the colour palate 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 need to click on the Apply button to apply the colour.

Summary panel properties

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 the Summary panel, just click on the Content tab.

The first thing you need to do is to select the Stats point you wish to use. To do this, simply click on the Find button, as shown below:

Summary panel properties

Then just drill-down until you find the stats point you want to use. Once you find it, click on the Tick button alongside it to select it, as shown below:

Summary panel properties

This will now appear as your chosen Stats point. Next, you will need to select the 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 Call type as 'All' and Column as 'Maximum Duration', or to show the total number of inbound calls, select Call type as 'Answered' and Column as 'Count', as shown below:

Summary panel properties

You may then choose to show only the summary values for this Summary panel and configure its properties. Choose the style of font you would like to use. Then select the font size you would like to use, from the drop-down list.

To select the text colour, click on the drop-down arrow as shown below. This will show the colour palate 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 need to click on the Apply button to apply the colour.

Summary panel properties

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 .

If you want to show the user responsible tick the box to indicate that you would like this information to appear and then select size, type and properties for the font you would like to use to display.

In the example below, we have selected to show the longest outbound call, so Call type is 'Outbound', and Column is 'Maximum Duration'. So by selecting the user responsible tickbox, you will get the name of the person that did this call as well, along with the duration of the call, in the same summary panel.

Summary panel properties

The summary panel of this last example is as follows:

Summary panel with user responsible

Background

Click on the Background tab to configure the properties for the background of your summary panel.

If you would like to add an image source, simply type the details in the box as shown 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 as shown below. 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 even pick a transparent background, if you like. You need to click on the Apply button to apply the colour.

Summary panel properties

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

Summary panel properties

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 black panel has no lighting effects.

Summary panel lighting example

Metrics

To define the panel's metrics to suit your particular screen, simply type the required pixel sizes in the boxes as shown below. Then click on the Save button to save any changes made.

Summary panel properties
Labels: