Creating a Chart Report

To create a chart report, you need to begin with a tabular report. Chart reports add a visual summary of the underlying tabular data. It is also possible to turn an existing tabular report into a chart report.

Create a new report using the New Report button, selecting the appropriate Data Source and working through each of the sections of the wizard.

While building the report and choosing the relevant fields, it is important to give some consideration around how you will want to pivot the data, e.g. by organisation unit, by pathway, by manager. These fields should be added to the Group by field in Field Selection step. The Group by field will group the data into chart cards for comparison.

When you have worked through all of the steps of the wizard, click on Run Report.

Once the report has run, you will be presented with the tabular version. Check the report is returning the data you are interested in with filters available to refine the results if applicable. If you need to amend the report, you can do so using the Edit Report link at the top of the page.

Now that you have built and run your report, you can switch on the chart report functionality. Click on the Edit Charts link next to Edit Report.

You will be taken to a new section of the report editing page called Charts. Click on the Create New Chart button to select your chart options. The On/Off switch will automatically change to On when you click on the Create New Chart button.

From the Charts tab, you can choose the type of chart which will best represent the data in the report. The options are:
  • Donut
  • Pie
  • Stacked
  • Horizontal Bar
  • Vertical Bar
  • Line
Next click on the Add Details button or Details tab.

Select the value you want to summarise from Field then either choose the appropriate label to represent the series if the value is numeric or based on a predefined list (e.g. Completion Status) or None to automatically summarise the data.

Enter a title (mandatory) and description (optional).

If working with a value range, you can specify the criteria and colour to represent each range - a legend will display in the report to provide a key. The default colours are Red, Amber and Green but these can be amended if desired. For example, you could use your company's brand colours.

Adding Another Chart

It is possible to use more than one chart to represent your data. For example, you may want to see a count of how many users have passed an assessment versus those who have failed as a donut chart but also want to see the variation in scores represented as a stacked chart.

To add another chart, simply click on the Create New Chart button and repeat the steps above. You can have up to 3 different charts per report.

The charts will be displayed side by side on the same chart card.

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