Creating a Summary widget

• Under any App, go to reports
• Click + Report
• Name your report
• Select list you want to summarize the number from
• From the Chart Type, select Summary

Summary Mode

There are 2 types of summaries:

Count

• Count will count the number of records in a list.
• If you apply a filter later in the configuration this will count the records that match the criteria in the filter.

Field

This mode will summarize the values in the field, there are 5 types of summary functions

Functions

Apply a mathematical function to all values in the fields, e.g. get a total of all values, applying a filter later in the configuration will limit the function to work only on the values from records which match the filter.

• Sum will calculate the total of all values in the field.
• Average will calculate the mathematical average of all values in the field.
• Max will retrieve the Maximum value in the field
• Min will retrieve the Minimum value in the field
• Count will count the records which has a value in the selected field
• Count is the only function that accepts all types of fields.

Value

• This is where you select the field that you want the function to run on.

Target Value

• This is an optional field.
• Adding a target value will turn the report into a Realization report, showing how much from the target is achieved.