Product: EventOmatic 
Description: How to customize the summary fields
Environment: All
Version: All

Answer:

Summary information about this event is displayed at the bottom of the participants list. Summary fields are configurable; by default a participant count, guest count, registered count, and attended count are displayed.
  1. Right click on the summary line and select Customize Summary Fields
  2. To remove a field, highlight the row and press the Delete key
  3. To add a field, select the type of summary field and enter a display name and a description of the field

Query Summary Fields

Adding a query to the summary fields allows you to see a count of records or a total value of any numeric or currency output field. The query does not have to be a participant query. However, if you would like the query to only reflect the current event, you must set the appropriate event criteria in the query.


Count of records in a query
  1. Select the summary type Count of records in query and enter a display name and a description
  2. Click the ... button to browse and select a query

Total value of field in query
  1. Select the summary type Total value of field in query and enter a display name and a description
  2. Click the ... button to browse and select a query
  3. In the Query field drop down, select the output field you wish to total

Note: Changes to summary fields only apply to this event, allowing EventOmatic to display the fields that are relevant to this event. Summary fields are persistent so that they are retained when closing and reopening the event in EventOmatic and are shared among all users accessing the event via EOM.


For more detailed information regarding EventOmatic, please refer to the EventOmatic User Guide.