Live View Summaries

Available from 4.3.0.0

Configurable summaries linking System Queries to Live View Widgets for data aggregation and visual grouping. Colour ranges determine widget appearance based on entity counts falling within defined thresholds.

Supported aggregate functions include Count, Sum, Maximum, Minimum, and Average, enabling flexible numeric analysis and threshold-based colour-coding for real-time data visualization.

Settings > Widgets & Home Pages > Live View Summaries

The link will open the Live View Summaries grid. It is a grid view which can be searched, sorted and customised as normal.

To add a new Live View Summary click New , to edit an existing Live View Summary click Edit . A pop up window will appear which will allow the creation or amendment of a Live View Summary.

Click to view - Live View Summaries Fields and Descriptions

Field Name	Description
Name	The name of the Live View Summary.
Description	The description of the Live View Summary.
Short Name	The short name of the Live View Summary.

Complete the fields and click Save . Once the Live View Summary header has been completed and saved a sub navigation will appear to allow additional entities to be created.

These include:

Live View Summary Rules

Live View Summary Rules

Click to view more detail.

Live View Summary Rules allow the colouration rules to be set. Once the Summary has been created colour ranges can be added to determine the colour a summary will turn in the Live View Widget if met.

Settings > Widgets & Home Pages > Live View Summaries

Click to view - Live View Summary Rules Fields and Descriptions

Field Name	Description
Entity	From the drop-down select the entity to summarise: Assets Booking Dates Locations Stock Details Tasks
Number / Date radio button	Select whether the summary is to reference numerical or date data. If Date is selected, additional fields will become available to define the summary.
Type	From the drop-down select aggregate type: Count Sum Maximum Minimum Average
Date Parameter (Date radio button selected)	From the drop-down select the date parameter to be used in the summary: Minutes Hours Days Months Years
Field drop-down	From the drop-down select the numeric or date field to summarise. The content of the drop-down will be automatically filtered by the Entity selected and the Number / Date radio button option selected above. If a user were to select Tasks as the Entity and Number in the radio button, only Task fields that hold numeric values will be available to select in this drop-down. If a user were to select Tasks as the Entity and Date in the radio button, only Task fields that hold date values will be available to select in this drop-down.
Field drop-down (Date radio button selected)	From the drop-down select the date field to summarise. The content of the drop-down will be automatically filtered by the Entity selected above. If a user were to select Tasks as the Entity, only Task fields that hold date values will be available to select in this drop-down.
Number Notations
No. Decimal Places	Select the number of decimal places a number should show.
Thousands	If large numbers are expected to return, an abbreviation can be set e.g. instead of showing 1000 it will show 1k
Millions	If large numbers are expected to return, an abbreviation can be set e.g. instead of showing 100000 it will show 1m
Colour Ranges
From Value (>)	Enter the from value to colour by.
To Value (<=)	Enter the to value to colour by.
Background Colour	Enter the background colour for the summary.
Foreground Colour	Enter the foreground colour for the summary.

To add colour ranges click New , a new colour range will be added to be configured.