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Summary Reports

A Summary report is a hierarchical view of tabular data. Unlike tree reports, a Summary report will show all data without expand/collapse.

Tree Sample

In the above example, the summary report is displaying a hierarchy of Deal Status -> Current Stage.

Color Scheme Properties

The following properties are set in the Report Editor -> Additional Configuration -> Edit Properties -> Color Scheme.

  • Color Set: This property determines which color scheme is used in the report. When set to Primary or Secondary, it will use the colors defined in your Account Skin in the Account section of the application. If you set the property to None, you can customize the color scheme for the report.
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