Depending on the data you want to summarize on a list, you have several options that this feature is capable of. For example, you can take the data on your list and summarize it by showing an Average, Count, Distinct Count, Maximum, Minimum, and Sum. Follow these steps to summarize your list.

This example will summarize Dynamics GP sales line items list by item type and show the sum of the extended price and quantities of each item type.

The steps below detail how to summarize this list using the Custom Summary List feature.

First, you will create the Summary List Container. Then, you will select which list you are summarizing.  Finally, you will configure your summarized list to show the data important to you.

1. From the main menu, select Connectors.

2. Select the Edit icon next to the connector that you would like the summarized list to show up under.

3. Select Custom lists on the left navigation pane.

4. If you have not created a custom list for this connector yet, you will have the options shown below.  Select Summary list. 

If you have already created custom lists for the connector, you will see your custom lists here and Add custom list.  Select Add custom list and then select Summarize a list from the dropdown.

For more information on each type of list, please see the following Knowledge Base article:  Getting to know custom lists.

5.  Now you are ready to create your Summary List. Enter a Name for your list.

Select the Base list that will be used for the summary list. Then select the Group that this list will be assigned to.

6. Select the fields that the summary list will be grouped by, from the Group by field dropdown.

7.  In the Summary method dropdown, select the type of summary you want for a field. All the fields that are available in the list that can be summed will display.  Once you have selected your fields, select Add list at the bottom.

8. If you mark the Add the base list as a detail option, the base list will be added as a detail to the summary list. This will allow you to drill down and see details.

9.  You can now set the default fields for your list. In the navigation pane, select Default fields. The field you selected for the Group by field is automatically added. Select Add default fields to add more fields.

10. After you selected your default fields, your list is ready to be used. From the Popdock homepage, select Add new tab.

Select the Connector in which you added the compare list. 

Next, select the Group if you added your list to a group.

Then select your summary list from the dropdown list and select Default View for the favorite.

Select Add.

You have now created a summary list that shows the sum of the extended price and quantities for each Item type.  You can filter, sort or take action from your report, or export for your needs.

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Questions on creating a summary list? Email support at support@eonesolutions.com