Record Summary

Helps users gain valuable insights into the records they have created across the system.

Overview

The Record Summary widget in Labii helps users gain valuable insights into the records they have created across the system. By automatically aggregating and visualizing record counts, this widget allows users to view summaries based on projects, tables, personnel, and specific time ranges. Whether tracking productivity, analyzing project contributions, or understanding system usage trends, the Record Summary widget provides a clear and interactive overview to support data-driven decision-making and streamlined reporting.

Use case

• display summary of records

Configuration

Users must enter configuration details to determine which data to be displayed.

• Build query - Use the following fields to build the query. Query is used to limit the results.

  • Tables - Select one or many tables to limit. If nothing is selected, all tables will be included.

  • Projects - Select one or many projects to limit. If nothing is selected, all projects will be included. You are only seeing the projects you have access to.

  • Personnel - Select one or many members to limit. If empty, all members will be included.

  • State Date - Set the start date. Only the records created after this date will be included. Leave it EMPTY to remove the limit.

  • End Date - Set the end date. Only the records created before this date will be included. Leave it EMPTY to remove the limit.

  • Query - Paste the query to limit the rows.

• Build chart - Use the following fields to configure the chart!

  • Group by - how do you want to group the data

    • Projects - data is grouped by the projects. Use this option to compare the data among different projects.

    • Tables - data is grouped by the tables. Use this option to show a summary of records across different tables.

    • Personnel - data is grouped by members. Use this option to compare the data generated by different personnel.

    • Date - data is grouped by date. Use this option to compare the records at different times.

      • Time Unit - the unit of the date

        • Days

        • Weeks

        • Months

        • Years

      • Time Range - How long do you want to segment the records?

    • Column

  • Value - what does the value represent

    • Row count - the value represents the number of rows

    • Sum of a column - the value represents the sum value of a particular Number column.

      • Column to aggregate

    • Average of a column - the value represents the average value of a particular Number column.

      • Column to aggregate

Interface

The widget interface displays the chart as configured.

Build Chart

Once the chart parameters have been configured, a new chart can be built. To do that, click BUILD CHART button.

Chart types

Four types of charts are supported:

• Bar

• Line

• Area

• Pie

Select a chart option to change the chart type.

Download data

The source chart data can be downloaded by clicking the DOWNLOAD button.