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Summary Organization - Overview

Summary Organization provides control over how summary items are structured within the interactive report, directly from the Report Designer.

Written by Guillermo Rosas

This feature provides flexible, template-level control over how summary items are organized and displayed, improving report clarity and aligning the report experience with their workflow and brand.

Organize summary items by category template order

Organize summary items alphabetically by category name

Organize summary items alphabetically by line name within the category

Option to group summary items by rating

Configure inline summary placement within the report

Ability to show or hide media under summary

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If you have any doubts or questions about this feature please let us know!

You can reach us by chat, email at support@palmtech.com, or phone at (888) 736-2462.

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