Customizing the Summary Screen go2-4

Summary  

Application Summary Screen

The Application Summary Screen provides a quick summary of applications and can be customized in order get a quick snapshot of student applications.

By default, the summary screen displays YOG broken down by application status.

All customizations are completed using the Pivot Grid, which is the lower half of the screen.

The Pivot Grid is divided into 4 distinct areas.

1. Filter Header Area: The report can be filtered by clicking on the funnel next to any field and selecting which items you want displayed. The color of the funnel next to any fields being filtered changes to blue to indicate that a filter is being applied.

2. Data Header Area: This area is normally left unchanged. It contains a unique field that can be used to provide a count to the Pie Chart.

3. Column Header Area: Drag fields into this area to break the rows down into multiple columns of data.

4. Row Header Area: Drag fields into this area to break the data down into multiple rows of data. Drilling Down to the Data Clicking on any number in the bottom right section will give you a detailed list of the applicants included in the count.

Drilling Down to the Data

Clicking on any number in the bottom right section will give you a detailed list of the applicants included in the count. This, list can be exported as an Excel Worksheet or PDF Document as needed. The best way to learn how to customize the summary sheet is to experiment moving and filtering fields. Do not worry about altering any data, the summary screen is read-only and no changes are made to the database.

 

Dragging and Dropping Your Data Parameters

You may drag and drop data parameters into the column header area and row header area to customize your data layout. 

1. To change the parameters of your data, simply select the parameter you wish to change and drag it back to the filter header area.

 

 
 

2. Allow page to refresh to accommodate these changes. This may take a moment. 

3. After the page has refreshed, you will notice that the column header area is now empty. Select your new data parameter, and drag it to the column header area. In this case, we have decided to sort the data by application status, as broken down by city. We will drag the “City” parameter into the column header area.

4. Again, allow the page a moment to refresh. Your new data parameters will now be displayed.

5. You may also change the parameter in the row header area. Drag the parameter you wish to change and drop it into the filter header area. Here, we will move the “Applications Status” parameter and replace it with the “YOG” parameter.

6. Allow the page to refresh. You will notice that the row header area is empty.

7. Choose the new parameter. Here, we are sorting by “YOG.” We will drag and drop our parameter into the row header area

8. Allow the page to refresh. You have now set your new row header parameter.

 

 
 
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