Custom Charts are available on the Enterprise plan, letting you can create your own dashboard widgets from your CRM data. This might be a summary of your customer accounts, sales revenue or maybe a custom field you’ve added. Charts are created in a similar way to your CRM reports, with output values displaying as pie charts, line charts, bar charts, gauges, or just a numerical value.
Click on Manage Custom Charts:
Then you will see an overview of custom charts. From here you van add a custom chart by clicking on the button Add.
Settings chart
When you are creating a report, this is the screen you will see:
- Add to dashboard: You can add the chart to your dashboard.
- Cancel: Go back to the overview without saving
- Save: Save the report to your Report Summary Table.
- Chart Log: Fill in the details of the chart.
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Chart Options: Define your chart.
- Chart permissions:
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Chart Preview: Preview of the chart you are setting up.
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Criteria Fields: These are the fields that will appears as columns in your report.
Chart log
Here you fill in the details of the chart:
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Title:
The title that you would like displayed on the chart.
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Field options:
Field Options gives you a dropdown list of the available options to run reports on e.g. Accounts, Contacts, Opportunities, System Log, Linked Accounts, Tasks and Activities. All Field Options include the Account and User fields. -
Scope:
You can report on data from just your records, from your group’s records, or from all records, depending upon your security settings.
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Chart Owner:
Chart Owner defaults to the creater or you can change this to another user.
Chart Permissions
- Permission Access: If you are using the User Permissions Levels feature, select who should have access to the chart using the dropdown list.
- Permission Level: If you are using the User Permissions Levels feature, select what permission level you want to grant using the dropdown list.
Chart Options
Here you can define the type of chart and settings.
Chart Preview
A preview of how your chart will look.
Criteria Fields
Criteria Fields - Available Fields
The tabs show lists of fields available in the Field Options. Use your mouse to drag and drop the fields you wish to report on into the Selected Fields tables for Report Fields, Criteria Fields and Sorting Fields.
Criteria Fields - Selected Fields
Select the fields you want reported by drag and drop.
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Criteria Fields:
You can filter the results by setting the Criteria Fields.
Read more about Criteria Fields in the article: How to use Criteria Fields in reports?
Features Criteria fields:
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Report Criteria Options
When setting the report criteria filters you can use the dropdown lists to specify how the field is displayed in the report. For example, setting date formats and the maximum number of characters of a field.If you’re running a large report, containing more than a thousand lines, it’s best to download as a CSV file. There’s an upper limit of 5,000 records when outputting to your screen ,and when outputting to a PDF, if there’s over 1,000 results it will revert to a CSV file. There is no upper limit for CSV files.
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And/Or Options
You can add Criteria Fields to build up your Report filters, drilling down to specific data using the And operator. For example, you could first filter just your Contacts in London, then add a second filter to specify just those accounts created after a certain date.If you are looking to report on multiple criteria you can also use the Or operator option. For example, you could filter your Contacts in London and the Account Created Date, then add an Or option for industry sector. This would return a report that includes all contacts in London created on or after the given date, plus any contacts in the selected industry sectors.