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Add Visuals to Custom Reports

Objective

To add a visual to a custom report.

Things to Consider

  • Required User Permissions:  'Admin' level permissions on the company level Reports tool and 'Admin' level permissions on the tool that is being reported on. 
  • You cannot export or distribute a visual view of a report unless you print the page or take a screenshot.

Steps

  1. Navigate to the Company level Reports tool.
  2. Click the name of the report you want to add a visual to.
  3. Click the + Add Visual button under the title of the report.
  4. Enter a Descriptive title.
  5. Click one of the following visual options:
    (Note: Once you do this, the visual of your data will appear.)
     
    •  Bar Graph: You can use bar graphs to quickly compare data. You can use bar graphs to see trends when you have data that can be split into different categories.
    •  Pie Graph: A pie chart is useful for showing relative proportions or percentages of information. 
    •  Line Graph: Line graphs connect individual data points. Line graphs are useful for comparing trends over time.
    •  Stacked Bar Graph: A staked bar graph will give you slightly more detail than a bar graph and can add another layer of information when looking at your data.  For example, you could use a stacked bar graph to see all submittals across a project portfolio by status.
    •  Gauge Graph: This graph allows you to set a threshold/goal for your graph. It helps you visualize data that may require attention  
  6. If you have selected a Bar Graph, Pie Graph, Line Graph or Stacked Bar Graph, follow the steps below:

  • Select the Measure in the drop-down menu.
  • Select the Value in the drop-down menu. 
  • Select the Category in the drop-down menu.
  • If you selected Stacked Bar Graph, select the Second Category in the drop-down menu.
  1. If you selected Gauge Graph, follow the steps below:
    • Select the Measure in the drop-down menu.
    • Select a Filter.
    • Turn yellow if it's greater than: Enter a numeric value for when the data should turn yellow.
    • Turn red if it's greater than: Enter a numeric value for when the data should turn red. 
    • Show thresholds as: You can choose your threshold numeric value to be a number or percentage.
  2. Click Save to save your visual to the report.
     
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