Summary reports allow you to use data from multiple tables in an HTML report format. These reports are built with table variables defined by users. You need to create each variable in a summary report, which makes them a bit more time-consuming to set up than a standard chart or report.
If you need to report on data from multiple tables at once, but you aren't sure what format you need, consider Dashboards or Excel Reports instead. They don't require you to create your own variables, and you can add visual, graphical representations of data without needing to code them manually in HTML. Note that you do need to create table variables if you want to use a Numeric Results dashboard widget. |
Like standard reports, summary reports can be scheduled to run at predetermined intervals, and can be emailed or saved to a hard drive. Summary reports cannot include an attached chart.
Custom summary reports require a lot of pieces, so it is important to have a plan before you begin. Specifically, before you start to create your report, you should know:
It is also helpful to plan the layout and design for the report before you actually create it. Note that you will need to create your design in a WYSIWYG editor, or to code your design directly in HTML.
Now that you know what pieces of data you need for your report, you need to define them as variables in the system so you can reference them in your report. It can be helpful to keep track of each variable you create by checking them off on your plan.
For detailed information about creating table variables, see Table Variables.
You can create a custom summary report for an individual table or for multiple tables.
Make sure to test your report and the table variables included in it. You might need to adjust the report formatting and variables before you distribute the report.
Because custom summary reports support HTML, there are a lot of possibilities for creative and complex formatting. Let's look at some examples.
You can create a simple, functional custom summary report in the WYSIWYG editor that shows all the information you need.
Using this in the WYSIWYG editor:
We see this in the final report preview:
If you have more time to dedicate to your report formatting, you can give your custom summary report a cleaner look that complements the look and feel of your system. This example still uses the WYSIWYG editor.
Using this in the WYSIWYG editor:
BSM Draft: $global.draft_bsms Pending Approval: $global.pending_bsms Revision: $global.bsm_revisions BST Draft: $global.bst_draft Pending Approval: $global.bst_pending Revision: $global.bst_revision CNT Draft: $global.cnt_drafts Pending Approval: $global.cnt_pending Revision: $global.cnt_revision GEN Draft: $global.gen_draft Pending Approval: $global.gen_pending Revision: $global.gen_revision |
We see this in the final report preview:
If you're comfortable working in HTML, you can create highly customized, complex reports.
Using this code in the Source Editor:
<style> .block150 { white-space: normal; width: 120px; height: 130px } .block750 { white-space: normal; width: 740px; height: 130px } .block150 td, .block750 td { width: 150px } .td-orange {background-color: #FFB138; color: white; font-family:calibri; font-weight:bold; border-top-left-radius: .7vw; border-bottom-left-radius: .7vw; width: 10%; padding: 0px; vertical-align: super; padding: 1vw;} .td-red1 {background-color: #F25252; color: white; font-family:calibri; font-weight:bold; width: 10%; vertical-align: super; padding: 1vw;} .td-red2 {background-color: #F25252; color: white; font-family:calibri; font-weight:bold; border-top-right-radius: .7vw; border-bottom-right-radius: .7vw; width: 10%; vertical-align: super; padding: 1vw;} .td-blue {background: linear-gradient(to right,#84C8FA,#328ED1); color: white; font-family:calibri; font-weight:bold; width: 65%; vertical-align: super; padding: 1vw;} .td-green {background-color: #61BA80; color: white; font-family:calibri; font-weight:bold;width: 10%; vertical-align: super; padding: 1vw;} .td-gray {background-color: #A8A8A8; color: white; font-family:calibri; font-weight:bold;width: 10%; vertical-align: super; padding: 1vw;} .td-white {background-color: #FFFFFF; width: .5%; } .table2 {cellpadding="8" cellspacing="12" style="border-spacing: 10px 0px; border-width:0px; border-style=hidden; text-align: center; border-top-left-radius: 10px; border-bottom-left-radius: 10px;} .td-small {text-align: center; line-height: 1vw; font-size:1vw; color: #FFFFFF; font-weight: bold;} .td-big {text-align: center; vertical-align: text-top; font-size: 4vw; color:#FFFFFF> </style> <table style="border-spacing: 0px 0px; background-color: #FFFFFF; border-width:0px; border-style=hidden; text-align: center; width: 95vw; table-layout: fixed" cellspacing="0" cellpadding="0" align="center"> <tbody> <tr> <td class="td-orange"> <table width="100%"> <tbody> <tr> <td style="vertical-align: top"><font style="font-size: 4vw; color:#FFFFFF">$global.underreview_companyname</font></td> </tr> <tr> <td style="text-align: center; line-height: 1vw; vertical-align: super"><font style="font-size:1vw; color: #FFFFFF; font-weight: bold;">Under Review</font></td> </tr> </tbody> </table> </td> <td class="td-white"></td> <td class="td-red1"> <table width="100%" align="center"> <tbody><tr> <td style="text-align: center; "><font style="font-size: 4vw; color:#FFFFFF">$global.sentback_companyname</font></td> </tr> <tr> <td style="text-align: center; line-height: 1vw; vertical-align: super"><font style="font-size:1vw; color: #FFFFFF; font-weight: bold;">Sent Back to Requester</font></td> </tr> </tbody></table> </td> <td class="td-white"></td> <td class="td-blue"> <table width="100%" align="center"> <tbody><tr> <td style="text-align: center; width: 16%"><font style="font-size: 4vw; color:#FFFFFF">$global.sentout_companyname</font></td> <td style="text-align: center; width: 16%"><font style="font-size: 4vw; color:#FFFFFF">$global.otherparty_companyname</font></td> <td style="text-align: center; width: 16%"><font style="font-size: 4vw; color:#FFFFFF">$global.company_companyname</font></td> <td style="text-align: center; width: 16%"><font style="font-size: 4vw; color:#FFFFFF">$global.othersigner_companyname</font></td> <td style="text-align: center; width: 16%"><font style="font-size: 4vw; color:#FFFFFF">$global.partially_companyname</font></td> <td style="text-align: center; width: 16%"><font style="font-size: 4vw; color:#FFFFFF">$global.wesign_companyname</font></td> </tr> <tr> <td style="text-align: center; line-height: 1vw; vertical-align: super; width: 16%"><font style="font-size:1vw; color: #FFFFFF; font-weight: bold;">Negotiations - Other Party</font></td> <td style="text-align: center; line-height: 1vw; vertical-align: super; width: 16%"><font style="font-size:1vw; color: #FFFFFF; font-weight: bold;">Negotiations - M</font></td> <td style="text-align: center; line-height: 1vw; vertical-align: super; width: 16%"><font style="font-size:1vw; color: #FFFFFF; font-weight: bold;">Negotiations - MN</font></td> <td style="text-align: center; line-height: 1vw; vertical-align: super; width: 16%"><font style="font-size:1vw; color: #FFFFFF; font-weight: bold;">Sent to Other Party Signatory</font></td> <td style="text-align: center; line-height: 1vw; vertical-align: super; width: 16%"><font style="font-size:1vw; color: #FFFFFF; font-weight: bold;">Partially<br>Executed</font></td> <td style="text-align: center; line-height: 1vw; vertical-align: super; width: 16%"><font style="font-size:1vw; color: #FFFFFF; font-weight: bold;">Sent to Signatory</font></td> </tr> </tbody></table> </td> <td class="td-white"></td> <td class="td-green"> <table width="100%" align="center"> <tbody><tr> <td style="text-align:center"><font style="font-size: 4vw; color:#FFFFFF">$global.executed_companyname</font></td> </tr> <tr> <td style="text-align: center; line-height: 1vw;"><font style="font-size:1vw; color: #FFFFFF; font-weight: bold;">Fully Executed</font></td> </tr> </tbody></table> </td> <td class="td-white"></td> <td class="td-gray"> <table width="100%" align="center"> <tbody><tr> <td style="text-align: center; "><font style="font-size: 4vw; color:#FFFFFF">$global.canceled_companyname</font></td> </tr> <tr> <td style="text-align: center; line-height: 1vw;"><font style="font-size:1vw; color: #FFFFFF; font-weight: bold;">Canceled</font></td> </tr> </tbody></table> </td> <td class="td-white"></td> <td class="td-red2"> <table width="100%" align="center"> <tbody><tr> <td style="text-align: center;"><font style="font-size: 4vw; color:#FFFFFF">$global.expired_companyname</font></td> </tr> <tr> <td style="text-align: center; line-height: 1vw;"><font style="font-size:1vw; color: #FFFFFF; font-weight: bold;">Expired</font></td> </tr> </tbody></table> </td> </tr> </tbody> </table> |
We see this report preview:
You can create helpful visual presentations without HTML code using Dashboards. |
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