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→Level 1 Status to Omit for Summary
*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]] (or [[Types|Level 2/3 Types]] for Summary Matrices on Level 2 or 3) as the ''row headings'' and
* [[status]]es as the ''column headings'' in the cross-tab view.
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, and
* Owner.
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 "Customer" standard field has been renamed to "Organization"
* the "Owner" standard field has been renamed to "Primary Contact"
* the "Branch" standard field remains "Branch"
To enable these alternate standard fields as , take the following steps:
# Click on the Settings button at the top right of the screen ({{SettingsButton}})
==See Also==