How to configure the number of cases reported by the customers using the Summary Table in the Cases app?

Updated on March 29, 2022 07:31AM by Admin

The Summary Table of Apptivo gives you the statistical information of your data. By using this you can get the sum, count of the columns as per your business needs. For instance, let’s consider preparing a summary table in the Cases app to get the number of cases each customer has reported.

Steps to create a summary table:

  • Log in and access the Cases app from the universal navigation menu bar.
  • Click on the More(...) icon and select Settings.
Cases - Settings
  • On the Settings page, click on the Intelligence → Charts → App.
  • From the Charts page, click on Create and select the Summary Table.
Cases - ST Create
  • You will be redirected to the Create summary table page.
  • Here, enter the Name of the Summary Table.
Cases - Name of ST
Note: Based on the summary table’s Privilege the employee will have access.
  • By using the Inspector tab on the Right side, you can customize the summary table as per your business preferences.
  • You can change the Table Title and the Default Rows of the summary Table.
Cases - Ins Table name
  • Then, click on the Context tab to change the Column name and the values of the summary table.
  • Here, the Summary table is for cases so Reported By → Customer Attribute is selected and the Titled column as Customers Name.
Cases - Reported by Cistomers
  • For the Value column, change the column name as the No of Cases.
  • You can set the Aggregation value as Sum or Count and select the Attribute section.
  • Here, I’m selecting the Attribute Case# and aggregation as Count.
  • You can add the filter for the Table by enabling the Filter option.
  • For Summing up the values, Click on Summarize By dropdown and select Sum.
  • You can add another column by using the “+” icon.
Cases - Value section
  • Then in the Formatting tab, you can customize the format of the table.
  • You can set the Sorting function as Ascending or Descending order for the Columns.
  • You can also add the Highlighting by using the Add option in Highlighting.
Cases - Formatting tab
  • Then, Click on the Filter Tab, Enable the Filter toggle, and Advanced Filter toggle.
  • Add the Filter attributes. Here, Status, and Created by are added as the Filter Attributes.
  • Then, click on the Create option.
Cases - Filter tab
  • You can view the Created summary table on the list.
Cases - ST Created list

Steps to Add Summary Table in Dashboard

  • On the Settings page, click on the Intelligence → Dashboard → App.
  • Click on the Create button.
Cases - Dashboard Create
  • You will be redirected to the Create App Dashboard page, add the name, description of the dashboard.
  • Using the drag and drop section from the Palette, select the created summary table under the Charts Section.
Cases - DB Palette tab
  • You can change the Section Name in the Inspector tab. Here, the section name is Cases Summary Table.
  • Then, click on the Create button.
Cases - DB Ins Tab
  • The new dashboard will be created and you can view the Created Dashboard in the List.
Cases - DB Lists
  • Now, go to the Dashboard section in the Cases App.
  • You can see the created dashboard - Cases by Customers.
  • Here, you can see the final summary table of the customer’s cases.
Cases - Final ST
  • By clicking on the Filter icon, you can see the attributes that are added.
  • Here you can see the summary table by giving the status, year, and created by as shown below.
Cases - Filtered Final ST