Customizing the Summary Screen
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