Setting Up Summary Information

See also:

• About Interactions
• About User Roles
• Viewing Summary Information
• Working with Interactions History

Note: Only the Metrix Administrator is able to access the Summary Info form. Requests for summary information need to be made to the Metrix Administrator.

The Summary Info form allows the Metrix Administrator to customize the aggregates that appear in the Summary area. Metrix allows up to five Interactions to be aggregated (sum, count, max, min, etc.). For example, you can use the Summary form to display information such as total amount donated, the total number of donations, most recent donation or number of volunteer activities.

Customizing Aggregates in Summary Information

1. Select a value from the Interactions drop-down list to select an Interaction to use as the basis for the summary.
   
   Figure: Selecting an Interaction for a Summary
2. Enter the title of this new aggregate in the Title for Aggregate column.
   
   Figure: Entering a Title for the Summary
3. Choose the table that contains the field you wish to use as the basis for the summary.
   
   Figure: Selecting a Table Containing the Data to be Used for the Summary
4. Use the drop-down list in the Column to Aggregate column to choose the column to perform the aggregate on.
   This is the column data that will be used as the basis of the actual aggregate function (sum, count, max, min, etc).
   
   Figure: Selecting Column Data for the Aggregate
5. Use the drop-down menu list in Type of Aggregate to choose the type of aggregate to use.
   Depending on the column you choose to perform the aggregate on you may choose one of some or all of the following aggregates:
   • Avg - the average of all the values in the records
   • Count - the number of all the records # Max - the maximum value out of all the records
   • Min - the minimum value out of all the records
   • Sum - the sum of all the values in the records
     
     Figure: Specifying the Type of Aggregate
6. Use the Column Name text box to enter a short, descriptive name that will identify the column that is used for the summary information.
   
   Figure: Entering a Title for the Column Data
7. Repeat these steps for additional summary tabs.
   Once you have finished, click Contacts in the Navigation Menu and then click Summary. Check to see that the summary aggregates that you specified appear correctly on the form.