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Home > Guides > Reporting > Report Writer > Building Reports > Functionality > Summary

Summary

Why are Summaries used? Because otherwise the report only includes the details. Remember, when working with the Report Writer tool all of the data appears and there isn’t any analysis done on the data unless a summary, chart or gauge is added to there report.

A Summary is the first level of analysis which can be done using the Report Writer tool. Summaries do the hard work in the report of analyzing the details and producing the high-level overview.

Many of the options on this tab mirror the options on the Fields tab.  The biggest difference is the analysis which can occur on this tab.  Multiple fields can be grouped to provide totals and sub-totals based on the grouping. 

Title

The summary section can have a title specified on the report.  Enter the description to include a title above the summary results.

Records

Enter a number in the space provided to restrict the number of records returned.  For example, if 100 is entered into this field, then the first 100 records in the system will be included in the summary detail.  This is a great tool when buidling a summary if testing is needed to verify the data returned. 

Table Options

Option Purpose 
Fields Use this column to find the field which should appear in the summary and be used in the analysis. NOTE: a field can be used more than once on the report.

1) There are more options in the fields list than appear on the screens in Cyber Recruiter. For example, on the Demographics page there are fields for First Name and Last Name but in the fields list you will also see a field for Full Name. 

2) There are items which appear to be duplicated but are NOT. _Ethnic will map the description for the Ethnic Origin where Ethnic will map the code for Ethnic Origin.
Description Enter in the caption which should appear in the summary. The name of the field will default into this text-box but does not need to be the same.
Sort Check-mark the box in the column which should be used to sort the data.
Function The Function means that instead of just showing the field chosen, it will perform that function and show that result. Typically, the Group function is used for a high level and then the count or sum function is used to sum some field within each group.
Format The Format dropdown menu is a list of formats for the entries of the field selected in the Field dropdown menu directly to the left to appear in.
  Click this icon to remove the field from the report.
  Click this icon to add a new row to the report above the current row.
  Click this icon to add a new row to the report below the current row.
   Click and hold this icon to move a row up or down on the report.

Nested Options

Click on the  icon to access additional features which are not commonly used.

Option    Purpose
Hide this field Check-mark this option to hide the field which is listed on the report but shouldn't be printed.
This is a great tool for testing the filters.  Leave the field on the report and just hide it so it doesn't print.
Sort (z-a)  Check-mark this option to sort in reverse order.  The Sort option on the main table sorts in (a-z) format.
Italic Check-mark this option to make the field appear in italics.
Bold Check-mark this option to make the field appear bolded.
Width Enter a pixel length to truncate the field to a certain width.
Subreport The drop-down will be blank unless the field used is defined as a drill-down field on the misc tab of another report.  If a field matches, select the report which should display as a nested report.  The field name originally selected will not appear, instead the subreport will appear in the format specified in the drill-down style.
Drill-down Style Select how the subreport should be displayed.
Link = embeds a link on the curren report and allows the user to click the link and open the subreport
Link(new window) = same format as the Link option but the subreport will open in a new window
Embedded = nests the subreport into the current report.  This is the recommended option.
Popup = maintains field value on the report and provides a link to the subreport.  When clicked, the report is maintained and the subreport appears in another window.
URL Enter a URL of a report which should appear nested into this report.  This is similar to a subreport but for a report written external to the Report Writer.
Subtotal Function If the subtotal option is checked on the bottom of the page, specify what should be done with this field.
Gradient Cells Shading Check-mark this option to shadow a column of information so that the higher the number the darker the color.  For example, if this is applied to the field tracking the number of routings per requisition, the requisition with the most routings would appear in a darker color.
Text Highlight Enter in criteria to use for highlighting words. 

Example: Glover, Jennifer: Blue would turn the words Glover, Jennifer blue each time it appears on the report.
Cell Highlight Enter a criteria to use for highlighting cells with a specific value. 

Example: 5 to 6:Blue;7 to 10:Red would make any cell with a value of 5 or 6 appear in red and 7, 8, 9 or 10 would appear in blue.
Value Ranges Enter a formula which can be used for comparison an reporting. 

Example, if this is applied to the field tracking the number of routings per requisition an the statement "0 to 10:Under 10;10 to 100:10-100;100 to 10000:100+" is added as a value range, when the report is displayed the field will no longer show the number associated with the routings but instead will show "Under 10" or "10-100" or "100+".
Coefficent  

Add Subtotals

Check this option to add totals to bottom of the summary which totals up everything in the columns which are being counted or summarized.

Add Deltas

This feature is not typically used in Cyber Recruiter.  However, by adding a delta, a value and percentage up or down is added to the summary analyzing how the specific line item relates to the total as the data appears.  For example, if the first line of analysis results in a value of 2 and the 2nd is a value of 1, the delta on the report would be -1.000 (-50.0%).  




See also