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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

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Adding a summary panel

To add a summary panel, click on the  toolbar button to expand the list of panel types and choose the button, as shown below:

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 summary panel

To customize a summary 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 Summary panel properties window will open, containing the following tabs:

Title

The tab allows you to enter a name for your 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 select the type of call information you want to display in your summary panel.

Selecting a stats point

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.

A new window will open, allowing you to drill-down to the site or group level in the Directory, where the stats point object you want to add resides. To select the stats point, click on the  icon alongside it.

This will now appear as your chosen stats point.

Selecting the call type

To select the type of call which the information displayed in this summary panel should apply to, click on the  drop-down list and choose from the available options, as shown below:

To select the 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:

Selecting the information type

To select the type of call information you want to display in this summary panel, such as total duration, response time, etc., click on the  drop-down list and choose from the available options, as shown below:

Show summary values

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.

Show the name of the user

To see the name of the user whose 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  field we have selected  , and in the field we have selected . Ticking the box to display the name of the user that meets the criteria above, the summary panel will display the outbound call with the max duration and the name of the person that reached this criteria.

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

Background

The 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.

Metrics

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

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Summary panel - overview video

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