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Summary Matrix

1,352 bytes removed, 19:32, 13 September 2013
Configuring the Summary Matrix
{{ArcadiaL1SummaryView}}
 
==Configuring the Summary Matrix==
 
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}})
==Drilling Down into Your Data==
test
[[Category:Arcadia]][[Category:Glossary]]
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