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Summary Document View

Now you can create Summary Tables in Document View!

Silvia Lee avatar
Written by Silvia Lee
Updated over a week ago

Previously Document View was set up as one page per element. Now you can create a Summary Table in Document View to create custom reports of all of your element data on one page. Summary tables can be used to create schedules, cover pages, or a table of contents with all of the Document View capabilities! And now you can add filters or sorts on your data to further customize your reports.

To create a Summary Table, follow the steps below or watch the video for more details.

1. First you'll create a new view.

  1. Next, select Document View and Summary Report.
    ​Note: You can not change between Single Element and Summary after the view has been created.

  2. Next, you'll want to go into Editing mode, and scroll down to the end of the blocks where you will find the Summary Table block. Drag and drop this onto the page.

  3. Once the Summary Table block has been added, you have more options to display your data as you'd like. You will want to add additional columns, and can also filter and sort the elements shown.

  4. Clicking any of the columns will show you additional settings for those values. You can also do a summary per column, similar to what can be done in Table View.

  5. After your table is set up as you'd like, you can continue to edit your report by adding headers, footers or other blocks as you would with any other Document View.

  6. To change the size and orientation of the page to Landscape, for example, go to View Options.

8. That's it! You now have your Summary Document View created!

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