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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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| URL | /download/attachments/4817212/display_board_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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| 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.
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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.
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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 |
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Label | Call type 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:| Screenshotmacro |
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| URL | /download/attachments/4817212/summary_panel_properties_4.png |
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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
drop-down list and choose from the available options, as shown below:
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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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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 who achieved this
criteria.
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| URL | /download/attachments/4817212/summary_panel_properties_7.png |
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| URL | /download/attachments/4817212/summary_panel_example.png |
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Background
The
tab allows you to configure the background properties of your summary panel.
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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 |
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| Border | false |
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| Shadow | false |
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| URL | /download/attachments/4817212/summary_lighting_example.png |
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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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For a live demonstration of how to design and customise a 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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