A summary is a collection of saved charts and/or tables generated from the Reports section of the platform. When viewing a summary, you can return to the report (with the same filter setup as you had in place when you created the chart/table) from a particular chart or table.
How can summaries be used?
You could create a summary:
- to preserve a set of charts or tables that you will use regularly for reporting on your business
- to save a single report and maintain the filter parameters you set
- to keep as a notebook of charts or tables that have caught your attention
