Summary Tabulations

Summary Tabulations

Summary Tabulations

We have made summary tabulations available through the use of Pivot tables.

Making a pivot table

First, head on over to the dashboard management area:

Select a pre-existing dashboard or create a new one for the purpose of pivot tables:


you'll notice there is a new option:

Once toggled on, you will be able to see the builder for pivot tables... just drag and drop from the left-most menu to fit your needs:

You can perform operations on the right-most field:

Now simply save as you normally would a dashboard, and go into your client to see your new pivot tables (they'll be available in the same menu as the dashboards from Line Listings).