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Overview

Report Summaries allow the user to build summary level KPI and chart displays into their report. This allows for a row of summary information to be displayed along with a very detailed report, providing to levels of analysis.

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1. Click on the + Setup Primary Metric link on the left hand side of the builder.
   

2. Define the options used to build the summary display. Depending on the Target Type settings you select, you may not have all of the options listed here.

   Option	Possible Values	Description
   Display Title	Text Entry	Provide a label to be used in the Report Summary. This does not have to be the same as the Column Name.
   Metric	Metric fields	Select the metric field you wish to assign as the Primary Metric.
   Aggregation	% Change, Average, Change, Count, Count Distinct, Maximum, Minimum, Sum	Select the aggregation you wish to apply to the metric. The Summary is going to look at this figure as a whole, not split by any categories, so it's important to select the correct aggregation.
   Target Type	None, Periodic, Total	If you wish to compare your Primary Metric value to that of a target or budget, define here.
   Display Title	Text Entry	Provide a label to be used in the Report Summary for the target.
   Date Field	Date field	If you have selected a Periodic Target you will need to select a date field to define the periods.
   Set Target	Manual or Metric fields	Define the Target as a field, or a user defined value
   Desired Variance	Above, Below, Range	Define where you want the variance to fall. For example, do you want your metric to be above the target?
   Variance Display	None, Actual, Percentage	Select the display of the variance.
   Sparkline	None, Actual, Variance	Select the display of the variance for each period.

   Once populated, the builder will display a preview of the summary on the top right of the screen.
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3. Click Save to keep your selections and continue building your Report Summary.
   

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1. Click on the + Add Dimensions link on the left hand side of the builder.
   

2. Define the options used to build the summary display.

   Option	Possible Values	Description
   Display Title	Text Entry	Provide a label to be used in the Report Summary.
   Dimension	Dimension field	Select a dimension field from the report to use as the categories in the donut.
   Metric	Metric field	Select a metric field from the report to use as the size of the segments in the donut.
   Colour	HEX code	Define a colour to use in the donut - shades of this one colour will be applied to segments.
   Max Segments	Text Entry	Define the number of segments displayed in the donut before the 'other' segment. As this is a summary chart 1-3 are recommended, not larger.

   Once populated, the builder will display a preview of the summary on the top right of the screen.
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3. Click Save top keep your selections and continue building your Report Summary.
   
4. You can add several dimensions if required.
   

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1. Click on the + Add Secondary Metric link on the left hand side of the builder
   

2. Define the options used to build the summary display.

   Option	Possible Values	Description
   Display Title	Text Entry	Provide a label to be used in the Report Summary. This does not have to be the same as the Column Name.
   Metric	Metric fields	Select the metric field you wish to assign as the Primary Metric.
   Aggregation	% Change, Average, Change, Count, Count Distinct, Maximum, Minimum, Sum	Select the aggregation you wish to apply to the metric. The Summary is going to look at this figure as a whole, not split by any categories, so it's important to select the correct aggregation.
   Variance From	None or Metric fields	Define the Target as a field, or don't use a target at all.
   Desired Variance	Above, Below, Range	Define where you want the variance to fall if you've defined a target. For example, do you want your metric to be above the target?

   Once populated, the builder will display a preview of the summary on the top right of the screen.
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   Click Save to keep your selections and continue building your Report Summary.

3. Click Submit to complete your Report Summary and return to the Report Preview page.