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.

ABOUT THE AUTHOR

Scott Weber

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

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