Turn a row count into a clear dashboard metric.
A Count Card turns the number of records that meet your chosen criteria into a visible dashboard metric. A Count Card turns a row count into a clear dashboard metric that summarizes a report at a glance.
The card is useful when a reader needs a quick scale or workload signal before reviewing the supporting rows. A precise label and a sensible counting rule make the number easier to interpret and keep it connected to the report it summarizes.
Summarize records with a number
A report may contain many records, but a reader often starts with a simpler question: how many entries match the condition I care about? A Count Card presents that result as a standalone number, making it easier to notice before moving into the supporting rows.
In the supplied Builder description, you choose a source column and a value to count, then give the result a useful label. That label is essential: it turns a number into information by telling the viewer what those counted records represent.
Choose the source and value
Begin with the report and the question you want the card to answer. Select the source column and value that define the records to count. Keep the rule aligned with the label; if the label says “Open requests,” the selected source and value should identify those open requests rather than a broader or different group.
Configuration choices may vary by Builder version. Use the options available in your workbook and verify the displayed result against the report. A quick check of a few matching rows can help confirm that the metric answers the question you intended.
Label the card for its audience
A count without a label forces readers to guess. Use a short phrase that identifies the records behind the number, and avoid labels that are so broad they could describe several different metrics. The goal is for someone viewing the dashboard to understand the card without needing the builder beside them.
Place the card where the metric supports the report rather than competing with it. Keep the card visible and easy to scan. It provides a quick orientation point; the report remains the place to review individual records.
Turn a result into a next step
Counts can help readers prioritize what to inspect. A number of records needing review may direct attention to the corresponding rows, while a total for a selected category can help a team understand the size of a workload. These examples depend on your report’s fields and selected value; choose criteria that are meaningful in your own context.
If a count should also appear in the Notification Center, the related Notification Count feature can surface a selected Count Card result. Keep that use selective and make sure the card label and conditions explain what is being flagged. A notification should point toward useful work, not simply make more numbers visible.
Check the metric against the report
Count Card is a OneXcel Dashboard Builder feature. It counts records based on a selected source column and value, then displays the result with a label. Configuration options can vary by Builder version, so confirm that the label and criteria match the records included in your report.