AccountedPro - Number cards

Cards are the KPI strip above the list — "Open Requests: 42", "This month: $310k". They live in a collapsible strip with a show/hide toggle, and are drag-reorderable in the builder.

Card settings

Setting Notes
Label The heading on the tile
Note Smaller text under the number, for context
Colour From the Frappe palette
Value is Where the number comes from — below
Show this only when… Roles and/or a condition

Where the number comes from

Value is Needs Notes
A count of records A condition How many records match
Sum of a field A field + condition Totals a numeric field
Average of a field A field + condition The mean of it
A key from the data source Key (e.g. kpis.open) Read straight out of a Server Script response

The first three are computed on the server in one call for all cards, over the whole filtered set — not the page on screen, and not one query per card.

The fourth is what makes an expensive KPI affordable: a Server Script that is already returning the rows can return its numbers in the same response, and the card just reads them. Dotted keys walk into the response, so kpis.open_requests reads response.kpis.open_requests.

Cards respect the filters

A card's own condition is combined with whatever the reader has filtered by, so the numbers describe what is on screen. Switching tabs changes them too.

Clicking a card

A card can carry a click action that applies filters to the list — so "Overdue: 7" becomes a way to see those seven. The filters are added to the bar as chips, so it is obvious what happened and easy to undo.

Worth knowing

  • A card whose condition drills through a link costs an extra lookup, the same as anywhere else — keep the strip cheap, because it is recomputed whenever the filters change.
  • Cards are hidden on a narrow screen by default; the strip's toggle brings them back.
  • A card with Show this only when… set to a role is not rendered at all for anyone else, so a margin figure can be kept off most screens.
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