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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. Select the data for the column in your visual by selecting one of the options from the Select Column... drop-down menu. You will only see column options for the tool you have selected.
  5. Click one of the following three visual options:
    (Note: Once you do this, the visual of your data will appear.)
     
    •  Bar Graph
    •  Pie Graph
    •  Line Graph
  6. Click Save to save your visual to the report.
     
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Last modified
09:39, 12 Aug 2016

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