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Adding or editing charts in the Report Editor

Updated on October 29, 2021

Display a graphical representation of the report data by adding a chart to the report in the Report Editor. For example, you can include a chart to make the report more readable by featuring specified data sets.

Note: Reports require summarized data to include a chart. The summarized data is a value that corresponds to particular events in the application. For example, a chart requires the total number of created cases, rather than a detailed list of the titles of cases.
  1. Run the report that you want to update.
    For more information, see Running a report.
  2. In the upper-right corner, click Edit report.
  3. In the Report Editor, click Add chart or Edit chart, depending on whether a chart already exists.
    Note: Each report requires aggregated data to include a chart. You aggregate the data by summarizing a column.
  4. Customize the chart:
    Select the chart type
    1. Click All chart types.
      For more information about chart types, see Charts in reports.
    2. In the Select Chart Type modal dialog box, click a chart type that you want to include in the report.
    3. Click Submit.
    Add or edit the chart title
    1. Click Title.
    2. In the Chart Title window, enter the chart title, and then specify the font size and style.
    3. Click Submit.
    Define the chart color options
    Note: Available options depend on the chart type.
    1. Click Color settings.
    2. If you want to define the general chart color settings, click General color settings.
    3. If you want to define the colors that conditionally apply to the chart elements, click Conditional colors.
    4. If you want to define the colored lines that indicate value thresholds in the chart, click Threshold colors.
    Adjust the chart general settings
    Note: Available options depend on the chart type.
    1. Click General settings.
    2. To adjust the font settings, click Format options.
    3. To manage the placement of the chart legend, or manage the slider that filters values in the chart, click Legend/Slider options.
    4. To manage the chart display options available in the Report Viewer, click Enable user commands.
      For example, you can switch between two-dimensional and three-dimensional chart displays, or maximize the size of the chart for better readability.
    Specify the chart content
    1. From the Available columns section, drag the columns into the relevant chart drop zones.
    2. In a drop zone, next to a column name, access the data settings by clicking the Properties icon.
      For example, you can change the format and range of displayed values, or edit the axis names.

      For more information about the data settings form, see Data settings form in the Chart Editor.

  5. Click Apply changes.
  6. Optional: To preview the chart data, click Preview.
    Note: The preview is not available if you change the function of a column.

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