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| Task1 | What is a Summary summary panel? |
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| Task2 | Adding a Summary summary panel |
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| Task3 | Customising a Summary summary panel |
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| Task4 | Summary panel - overview video |
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<a id="What is a Summarysummary panel?"></a> |
What is a 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
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| URL | /download/attachments/4817212/display_board_3.png |
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<a id="Adding a Summarysummary panel"></a> |
Adding a summary panel
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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 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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| URL | /download/attachments/4817212/add_summary_panel_2.png |
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<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:
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| URL | /download/attachments/4817212/add_summary_panel_3.png |
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| URL | /download/attachments/4817212/summary_panel_properties_1.png |
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Title
The
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.
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| Field | Description |
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| Hide label | Tick this option if you don't want your panel to have a title. |
| Label | Enter a title for your summary panel. |
| Text style | Select 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, by selecting .
Selecting a stats point
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To populate the summary panel with call logging information, |
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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. |
Selecting a stats point
To To choose the entity whose calls you want to display in this panel, select a stats collection point for your summary panel, click , by clicking on the Find button.
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| URL | /download/attachments/4817212/summary_panel_properties_3.png |
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This will now appear as your chosen Stats stats point.
Selecting the call type
To select the type of call the information displayed call type you want to display in this column should reflect, click on the Call type drop-down list and choose from the available options, as shown below:Next, you will need to select the Call type and Column that
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| URL | /download/attachments/4817212/summary_panel_properties_4.png |
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Selecting the information type
To select the type of call information you want to display as the summary value (e.g. to show the maximum call duration for all calls, select in the summary panel, such as total duration, response time, etc., click on the
as and as ) drop-down list and choose from the available options, as shown below:
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| URL | /download/attachments/4817212/summary_panel_properties_5.png |
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You may then choose to show 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.
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| URL | /download/attachments/4817212/summary_panel_properties_6.png |
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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
is field we have selected , and
in the is field we have selected . Ticking the box to display the name of the user
meeting that meets the criteria above, the summary panel will
dispaly display the
outbound call with the max duration and the name of the person
that reach who achieved this
threshold.
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| URL | /download/attachments/4817212/summary_panel_properties_7.png |
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The summary panel of this last example will show display as followsshown below:
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| URL | /download/attachments/4817212/summary_panel_example.png |
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Background
Click on theBackgroundtab The
tab allows you to configure the
background properties
for the background of your
label summary 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.
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| URL | /download/attachments/4817212/summary_panel_properties_8.png |
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If you would like to apply lighting effects to the summary panel, tick the box provided, as shown below:
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| URL | /download/attachments/4817212/summary_panel_properties_9.png |
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| URL | /download/attachments/4817212/summary_panel_properties_8.png |
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| Field | Description |
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| Image source | If 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 style | Choose how the image should be displayed |
| Colour | Choose 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 panel | Tick 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. The panel with the slight shine has a lighting effect applied, while the solid green panel hasn't:
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| URL | /download/attachments/4817212/summary_lighting_example.png |
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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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| URL | /download/attachments/4817212/summary_panel_properties_10.png |
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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:
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| Image | summary_panel.png |
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| Video | summary_panel_plus.mp4 |
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