Summaries Intro
Studiometry's new Summary features give you the power to view and export information based on your Studiometry data. These summaries can be saved as "Presets," allowing you to access the same summary quickly and easily.
To Create a new Summary, select Summaries Menu > New Custom Summary, or press Apple-Shift-N (Control-Shift-N on Windows).
The summary window is split into two sections, the options and settings on the left, and the view of the summary on the right. You can print the view on the right by selecting File Menu > Print.
Summary Settings Detail
Auto Refresh - If the auto-refresh checkbox is checked, the summary display will automatically be updated every time you change a setting on the left. If auto-refresh is turned off, you can manually update the summary view by clicking anywhere on the view. Auto-refresh is turned off by default, as certain summary setups can be quite processor intensive.
Summary Name - The name is displayed at the top of the summary, and is also used as a reference to the summary if saved as a preset.
Save - Use this button to Save the summary to a File or to the Presets. Saving the summary to file allows you to share the summary settings between machines. Saving to the Presets gives you quick and easy access to the Summary via the Summaries menu and via the Load button. Saving the summary saves the presets, and not the actual data.
Load - You can load a summary into the current window from a File or from any one of your Summary presets. Loading the summary loads the summary preset options, and not any actual data. The summary preset references the data already in your Studiometry database.
Live Items Popup Menu - Allows you to specify if you'd like to include live, non-live, or all items in the specific summary.
Date Popup Menu - Select the date range for the Summary. If you select previous 30 days, for example, every time you view the summary it will be updated to the 30 days before the current day. If you'd like a static date range, select "Other" and enter the dates into the date fields below the popup menu.
Tiers Totaling Zero - If you have checked at least one "Grouped By" checkbox for the summary, you have the option of showing or hiding the tiers with a total of zero. For example, if you are generating a summary for the current month, and only 5 of your 10 clients have items from the current month, you can choose to show or hide the 5 clients that do not have items in the current month.
Show Inner Tier Totals - If you have three or more "Grouped By" checkboxes checked, you have the option of showing inner tier totals (tiers 3 and higher) either above the listed items, or below.
Summary Of - Here you can select which type of items (debt/credits, payments, invoices) will this summary be totaling.
Dated By - When viewing a summary of Invoices, you have the option of which date you'd like to use to reference each item (Issues, Due, or Paid).
List Individual Items - If you have check at least one "Grouped By" checkbox, you have the option of not showing individual item rows for the type of item this summary is based on. This makes it easier to summarize totals for specific clients, project, or employees, for example.
Sorted By - If individual Items are shown, this popup menu will allow you to determine how the individual items are sorted.
Grouped By - The grouped by checkboxes allow you to create Tiers for totaling and organizing the data in your summary. You can add numerous Grouped By checkboxes, sorted and filtered how you'd like for each tier. For example, if you have your grouped by as Client > Project > Employee, the items will be filtered and grouped in that order.
Grouped By Filter - Certain Grouped By types allow you to select filters. This gives you the power to only show, for example, certain Project Types in your summary. You can also create a filter based on a string, only allowing items that match the entered string.
Include Fields - The fields listed in this box will be shown in their appropriate place, depending on all of the other settings in your summary.
Summary Presets
When you edit a Summary, you can save the settings to a Preset, to quickly access the Preset from the Summaries menu, the Presets window, and the Load button in a summary window. Each preset must have a unique name; presets can be renamed in the Summary Presets window. To create a new preset, simply open a new Summary window, make your desired changes to the settings, and then click the Save Button > Save to Presets.
You can also save your Presets to files to organize and share the presets. This can be done in the Summary Presets window via the buttons below the preset list, or in a Summary editing window via the Save Button > Save to File.
Once a preset is in Studiometry, can you quickly open a new window with this preset by selecting it from the Summaries menu.