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Chart Widget

The Chart widget shows report data as a visual chart. Use it for trends over time, comparisons between report items, and high-level visual reporting.

Inputs and Controls

Control Description
Chart type Line, bar, pie, or doughnut chart.
Filter report datasets Limit the chart to selected report datasets.
Dataset selection Choose visible datasets when filtering is enabled.
Adjust items order Enable manual ordering of displayed datasets.
Dataset order Drag and drop datasets into the desired display order.

Tips and good uses

Tips

  • Match the chart to the report time base.
  • Avoid too many datasets in one chart.
  • Use clear report item names before adding charts.

Good uses

  • Costs over time
  • Leads or sales by day, week, or month
  • ROI trend lines
  • Comparing multiple report items in one chart

Configuration and Usage

Configuring the Chart Widget

Configuring the Chart Widget

A sample usage of the Chart Widget

A sample usage of the Chart Widget

Next Steps