Create a chart from a report

Create a chart from report data to visualize results and display them on your dashboard.

To create a chart, the report must have results grouped and an aggregation type applied.

  1. From the main menu, go to Advanced Tools > Reports.

  2. In the Action column, click Edit for the report you want to create a chart from.

  3. On the Edit report page, configure the report data for the chart:

    • In the Results grouping panel, turn on Group results, then select up to four fields to group by.
    • In the Display columns panel, select an Aggregation type for the data you want to chart.
  4. In the Chart panel, select a Chart type.

  5. Configure the chart details as needed.

    The report's sort order determines how data is ordered in the chart. Typically, the grouping field used for the X-axis should be the first sort field.

    You can also specify minimum and maximum values for the Y-axis.

  6. Click Save.

Simple charts

A simple chart consists of one grouping field on the X-axis and one aggregated field on the Y-axis. Simple chart types include:

Multiseries charts

Multiseries charts consist of an X-axis, a Y-axis, and a series. Series are useful for breaking down a dataset, where color distinguishes one series from another. You can populate a series by either a grouping field or an aggregated field. Multiseries chart types include: