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* [[Arcadia_-_Level_1_Summary_(matrix)_Settings#Roles_-_Show_Summary_.28matrix.29|Roles - Show Summary (matrix)]]
* [[Arcadia_-_Level_1_Summary_(matrix)_Settings#Roles_-_View_Level_1_Group_Status|Roles - View Level 1 Group Status]]
* [[Arcadia_-_Level_1_Summary_(matrix)_Settings#Level_1_Type_to_Omit_for_Summary|Level 1 Type to Omit for Summary]]
* [[Arcadia_-_Level_1_Summary_(matrix)_Settings#Level_1_Status_to_Omit_for_Summary|Level 1 Status to Omit for Summary]]
* [[Arcadia_-_Level_1_Summary_(matrix)_Settings#Level_1_Summary_Options|Level 1 Summary Options]]
[[Image:ArcadiaL1SummarySettings.png|border|link=]]
The '''Show Summary''' section provides access to cross-tabbed standard view of the {{l1}}, with drill-down options.
[[Image:ArcadiaL1SummaryOption.png|border]]
If a user logs in with a role that is '''not permitted''' to see the Summary section then they will not have the option to view the Summary section. Instead they only see the [[List View]].
[[Image:ArcadiaL1ListView2.png|border]]
*The '''View Level 1 Group Status''' is used to restrict certain roles from seeing the exact status of {{l1}}s.
*Use the {{LookupButton}} button to select those roles that should see the [[Status Group Name|group status]].
*The '''Level 1 Type to Omit for Summary''' section is used to exclude certain [[Level 1 Templates|Level 1 Types]] from the [[Summary Matrix]].
*Leave the section blank if all Level 1 Types are to be included in the Summary Matrix.
*The '''Level 1 Status to Omit for Summary''' section is used to exclude certain Level 1 [[status]]es from the [[Summary Matrix]].
*Click on the {{LookupButton}} button and select the Level 1 statuses to be excluded, then click OK.
*Leave the section blank if all Level 1 statuses are to be included in the Summary Matrix.
===Level 1 Summary Options===
The default setting is to display:
* [[Level 1 Templates]] as the ''row headings'' and
* [[status]]es as the ''column headings'' in the cross-tab view.
{{ArcadiaL1SummaryView}}
<br />In the above illustration:
* "Housing," "General Community," "Women," etc. are the ''row headings'' and correspond to the different [[Level 1 Templates]] in the [[UTA]].
* "Draft," "Submitted," "Under Review," etc. are the ''column headings'' and correspond to the different [[status]]es in the [[UTA]].
[[Status]]es are hard-coded to be always displayed as the ''column headings'', but the following [[standard field]]s can be configured to be used as ''row headings'':
* Branch,
* Customer
* Owner, and
* Person.
Note that these standard fields may be renamed in your instance of SmartSimple using a [[UTA_Standard_Field_Settings#Caption|standard field caption]].
In the following examples:
* "Level 1 Templates" have been renamed to "Funding Program"
* the "Branch" standard field remains "Branch"
* the "Customer" standard field has been renamed to "Organization"
* the "Owner" standard field has been renamed to "Primary Contact"
* the "Person" standard field has not been [[UTA_Standard_Field_Settings#Adding_a_field|enabled]], so it is not shown as an option.
To enable these alternate standard fields as ''row headings'' in alternate summary views, click on the standard fields you wish to use in the Summary Options setting.<br />
[[Image:L1SummaryOptions.png|link=]]
* The standard fields you have selected will then be selectable from the dropdown when viewing a list or summary of {{l1}}s
[[Image:PickingASummary.png|link=]]
==See Also==
* [[Summary Matrix]]
* [[Arcadia Settings]]
* [[Arcadia - Level 2 Summary (matrix) Settings]]
[[Category:Arcadia]]
