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Create a chart report

Guidance on creating a report to display data graphically.

Liam Smith avatar
Written by Liam Smith
Updated over a month ago

After creating a report, add a chart to display results graphically.

Chart reports can be made dynamic, allowing drill-down through data levels, for example, from organisation level to unit, then to line manager.

⚠️ Important: Charts can only be added to reports that fall within the user's editing permissions.

To add a chart to a report, follow the below steps.

  1. Switch to admin view.

  2. Click Reporting, then Quick Reports.

  3. Search for and select the relevant report.

  4. Click Create New Chart, then select relevant chart report type.

  5. Click Add Details, then select relevant value to summarise.

  6. Select relevant category to display in the chart, or select Value/Range to specify the data range to group together and a colour to represent it.

  7. Click Save, then click Run Report.

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