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Setting up Summaries in a Creatio List View

Creatio allows you to create a summary of the data in a column when you are in the list view.

Summaries are used to calculate:

  • The total number of records (available for all columns). For example, you can calculate the number of the registered customers in the CONTACTS section.

  • The minimum or maximum value in a column (available for numeric columns, date/time columns). For example, in the ACCOUNTS section, you can find out the last date that a new company was added.

  • The sum or the average value in a column (for numeric columns only). For example, in the ACTIVITIES section, you can display the average activity duration

Watch this video to see how to do it.

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About the Author
Scott Weber
Scott Weber
Scott Weber is CRM Practice Manager and Senior Consultant for Customer FX Corporation.

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