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

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

What is a summary panel?

Summary panels are normally used to display 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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						<h4>Design a Summary panel</h4>
						<p><a rel="nofollow" class="external-link" href="http://www.tri-line.com/en/products/video.php?id=16">
						<img class="screenshot naked no_border" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/summary_panel_video.png" alt="Design a Summary panel video" /></a></p>
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<h2>How do I add a Summary panel?</h2>

<p>To add a Summary panel, click on the <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/Adding a summary panel"></a>

Adding a summary panel

To add a summary panel, click on the 

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URL/download/attachments/4817206/panel_type_button.png

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 toolbar button to expand the list of panel types and choose the
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button,

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as

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shown

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below:

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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 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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<a id="AddCustomising Summarya summary panel" />

<h2>How do I customise my Summary panel?</h2>

<p>To customise your Summary panel, click on the <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/pointer_button.png" /> button on the top left hand side of the screen. 
Then click on the <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/nut_button.png" /> icon of the panel that you want to customise, as shown below:</p>

<img class="screenshot naked" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/></a>

Customising a summary panel

To customize a summary panel, click on the Image Added 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-right corner of the panel, as shown below:

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

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Title

The

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LabelTitle
tab allows you 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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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 

Buttonmacro
LabelContent
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 Select button.

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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 

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icon alongside it.

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Selecting the call type

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

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Selecting the column information

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 

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

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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.

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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 

Referencemacro
LabelCall type
field we have selected 
Keywordmacro
LabelOutbound
, and in the
Referencemacro
LabelColumn
field we have selected
Keywordmacro
LabelMaximum Duration
. 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 who achieved this.

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

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Background

The

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

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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.

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Metrics

The 

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

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When you have finished configuring the properties of your Summary panel, click on the Save button to apply the changes.

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<a id="Summary panel - overview video"></a>

Summary panel - overview video

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

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Videosummary_panel_enterprise.mp4