Add a Visual to a Custom Project Report

Objective

To add a visual to a custom report using the project's Reports tool. 

Things to Consider

• Required User Permission:
  • 'Standard' level permission or higher on the project's Reports tool
    AND
  • 'Read Only' level permission or higher on the tool being used as the data source (e.g., If you are creating a custom submittals report, you will need permission on the project's Submittals tool).
• Prerequisites:
  • Complete the steps in Create a Custom Project Report.
• Additional Information:
  • The Add Visual button is only visible and available when the custom report's data set has fewer than 2500 records. See Why do I not see the Add Visual option on my custom report?
  • If your report has multiple tabs, each tab can include a maximum of one (1) visual. 

Steps

1. Navigate to the Reports tool.
2. In the Reports tab, locate the desired report.
3. Click the report to open it.
4. Click + Add Visual.
   
   
    
5. Enter a name for your new visual in the Descriptive Title box.
6. Next to Type of Visual, click the desired button to specify which visual to create.
   Note: Depending on the visual, you will have the ability to select different measures on which the report's calculations can be made. 
    

   Type of Visual	Description	Purpose	Measure	If you select this option, do the following:
   	Bar	A bar graph is best used for visualizing trends and to represent changes over a period of time.	COUNT, SUM, AVG, MIN, MAX	Select one of the supported measure's from the Measure list. Select one of the available value's from the Value list. Select the desired Category from the list. Click Save.
   	Donut	A donut (a.k.a., pie chart) is best used for showing relative proportion and to represent percentages.	COUNT, SUM	Select one of the supported measure's from the Measure list. Select one of the available value's from the Value list. Select the desired Category from the list.
   	Line	A line chart is best used for visualize trends by connecting data points over a period of time.	COUNT, SUM, AVG, MIN, MAX	Select one of the supported measure's from the Measure list. Select one of the available value's from the Value list. Select the desired Category from the list.
   	Stacked Bar	A stacked bar chart is best used for visualizing trends and to represent changes over time. It is helpful to use a bar chart when you require slightly more detail than a bar graph	COUNT, SUM, AVG, MIN, MAX	Select one of the supported measure's from the Measure list. Select one of the available value's from the Value list. Select the desired Category from the list. Select the desired Second Category from the list.
   	Horizontal Bar	A horizontal bar chart is best used for comparing data categories.	COUNT, SUM, AVG, MIN, MAX	Select one of the supported measure's from the Measure list. Select one of the available value's from the Value list. Select the desired Category from the list. Select the desired Second Category from the list.
   	Gauge	A gauge is best used for visualizing data that requires attention. It allows you to set a number or percentage threshold for your gauge.	COUNT	Select one of the supported measure's from the Measure list. Select one of the available value's from the Value list. Select one of the available filter's from the Filter list. Select the desired threshold value from the Turn Yellow if its Greater Than list. Select the desired threshold value from the Turn Red if its Greater Than list. Click the number or percentage button in the Show Thresholds As area.

7. (Optional) If you want export your report with your new visual, select Export > PDF with Visuals.

See Also

• Why is the Add Visual button unavailable on my custom report?
• Edit a Project Level Custom Report