Adding Charts to User-Defined Reports

Procedure

To add charts to user-defined reports:

  1. Access the Select the Chart Type - Step 4 of 4 screen for the report. You can access this screen when creating a new report or by clicking view/edit in the row for the report on the Reports screen.

  2. On the Select the Report Type screen, from the Chart Type list, select the type of chart.
    When you select a chart type from the list, the screen previews your selection.

  3. From the Value list, select the Y axis for the chart. The Value list contains any fields you selected for the report that are measurements.

  4. From the Category list, select the X axis for the chart.

  5. Optionally, from the Groupings list, select the field that you want the data to be grouped by. Grouping further breaks down the data into the grouping you select. To graph the category and value fields without any grouping, select None from the Groupings list.

  6. Optionally, to link this report to another report, from the Drill Down Report list, select the name of the linked report. The Drill Down Report list includes the names of all user-defined reports. The drill down report you select should include more detailed data for the field you selected as the category for the graph for this report. More

  7. In the Chart Title field, enter the title for the chart as it will appear in the report. The chart title is important as it identifies the values being graphed.

  8. In the Chart Location field, select whether you want the chart to appear at the top or the bottom of the report.

  9. From the Chart Size field, select the size for the chart as Small, Medium, or Large.

  10. In the Name field, enter the name for the report. You can search for the report using the name you enter.  

  11. In the Category list, select the category for the report. You can search for the report using the category you enter.  

  12. In the Title field, enter the title that appears on the report when the report is generated.

  13. When you have finished defining the chart, click Finish.

The Save - Run Report screen appears.