Summary panel

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.

How do I add a Summary panel?

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

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:

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:

The following screen will appear:

To provide a title for the summary panel, simply overtype the default 'summary panel x' with your required text as shown below:

Choose the font size you would like to use by simply selecting from the drop-down list as shown here:

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 . 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 add the RGB colours to add to your custom palette. You need to click on the Apply button to apply the colour.

If you would like text to appear as bold, italic or underlined, simply click on the required box to highlight as shown below:

Note that you can select more than one option if required e.g. bold and italic and underlined.

If determine the placement, simply click on below:

Adding content to Summary panel

To add content to the Summary panel, click on the content tab and the following pop-up will appear:

The first thing you need to do is to select the Stats point you wish to use. To do this, simply click on .

Then just drill-down until you find the stats point you want to use:

This will now appear as your chosen Stats point as shown below:

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 Columns as 'Maximum Duration' as shown here:

You may then choose to show only the summary values for this Summary panel. 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. The completed Summary panel properties screen will look similar to the one shown below;

This would be displayed as:

Changing Background properties:

To change the background properties for any panel, click on the 'Background' tab. We would normally recommend that the background panel is kept fairly clean and simple by using a plain background colour.

However you can add an image source as the background and either choose to have that image centered in the panel or repeated by typing in details as shown below:

Selecting background colour

To select the background colour, click on the drop-down arrow This will show the colour palette available:

To select a colour, you simply need to click on it and press Apply, then press Save

Applying lighting effects

The lighting effects allow you to add a slight sheen to the panel to give a 3-d effect. Simply click on the 'Apply lighting effects to this panel' box to add it or click again to remove it.

With lighting effect

Without lighting effect