Softdial Reporter™ 5

Summary Report

A Summary report allows calculation and summarisation of metrics, similar to a pivot table. Multi-level summaries can be created, e.g. breakdown by campaign, then by user, then by endpoint.

• Breakdown levels (rows in the report) are specified in a widget's Settings, Data Tab, Breakdown by: section.
• Data summaries (columns in the report) are specified in a widget's Settings, Summaries Tab.

The Summary report type

• allows the saving and downloading of reports. See Summary Report below
• has 2 possible presentation styles: simple and grid. For details, see the Data Tab Layout: section
• allows columns to be created by acting on the values of other data columns. For details, see the Summaries Tab To add a formula column section

To sort by a column:

1. Click on the column header. To reverse sort direction, click on the header again.

See also Detail Report.