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Summary Tables Tab

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Summary Tables Tab

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The Summary Tables tab shows the summarized data tables that you can use to gather data to spreadsheets, dashboards, and reports.

 

Summary Tables Tab

Summary Tables Tab

 

The following table describes the Summary Tables list view.

 

Field

Description

Summary Tables list view

The Summary Tables list view shows all the summary tables available for your institution. You can determine which summary tables you want your institution to use and whether you want to control employee security for each table.

 

The columns on the Summary Tables list view are described below.

 

Use

Check the box in this column to indicate that your institution uses the summary table defined in this row for spreadsheets, dashboards, and reporting. Uncheck the box to stop using the table.

 

WARNING

 

If you uncheck the box after it has been checked, the summary tables will be deleted, and any data you have gathered will be lost.

Summary Table Name

This shows the name of the summary table.

Secure

Check the box in this column to control which employees can view data in this summary table in spreadsheets, dashboards, and reporting. If this box is not checked, all employees will have full access to the data in this summary table. For more information, see the Summary Table Security Tab.

Summary Table Description

This is a brief description of the data that is included in the table.

 

Buttons

The following button is used on the Summary Tables tab.

 

<Save>

If you make changes to the Summary Tables list view, none are permanently saved until you click <Save>. If you leave the screen after you have made changes without clicking this button, the program will prompt you if you want to save your changes. If you answer “Yes,” your changes will be saved.

 


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