You can generate reports as charts. There are ten types of charts you can choose from: auto, area stacked, area, horizontal bars, vertical bars, combo, doughnut, line, pie, and bubble.
Creating a chart
- To create a chart, click the Reports button on your case system page.
- Click + Create report and then choose Chart.
- Provide a name for the chart and click Create.
- Choose the type of chart you want to create. Select Auto when you’re unsure what type of chart to choose and Kissflow will create the best one for you.
Types of charts
- Area charts function similar to a line chart, but with the areas below the lines filled in. You can use this chart to show how values develop over time.
- Area stacked chart is an area chart that includes a stack of multiple areas. It can be used instead of a line graph with multiple graphs to compare development or trend over time.
- Horizontal bar charts avoid clutter when one data point is longer than the others or if you have more than 10 items to compare. You can use bar charts to display negative numbers.
- Vertical bar charts are used to show a comparison among different items, or it can show a comparison of items over time.
- Line charts use lines to represent changes to data over a period of time. The y-axis displays the value and the x-axis displays the variable.
- Combo charts are a combination of charts like bar and line charts.
- Doughnut charts are meant to express a "part-to-whole" relationship, where all pieces together represent 100%.
- Pie charts are similar to doughnut charts, but with the middle area filled in.
Configuring a chart
To configure the report, start by choosing the fields you want to display, on the right panel. There are two types of fields to choose from.
- Custom fields. These are fields you created on your case form and are unique to your case system.
- System fields. These are system-generated fields that are created by default for a case system.
- Created by
- Modified by
- Created at
- Modified at
- Flow name
- Due by
- Resolution time
You can choose an unlimited number of fields for your report. You will see a sample set of 10 items in a preview on the left.
- Dimension is the main field you want to use to compare data. For graphical charts, it will be the x-axis.
- Measure is the other field(s) you want to use to compare data. This is the y-axis in graphical charts. You can display multiple measures in the same chart.
- Legend refers to the area in the chart describing each of the parts of the chart and will be visible only in auto, horizontal, and vertical charts.
Type of scale
There are two types of scale:
- Linear scales are the default scale type and show the scale in equal increments.
- Log (Logarithmic) scales show the increment in multiples of the previous one, such as double, or ten times its size.
You can choose which labels you want to display on your chart.
- X-axis is horizontal on most charts except for horizontal bar charts, where the X-axis is vertical.
- Y-axis is vertical on charts except for horizontal bar charts, where the Y-axis is horizontal.
- Data labels display the information on the line item or bar. Hover over on the chart the view the label will be displayed.
- Legends are explanations of the symbols used in the chart. It is located on the top-left of the chart.
To narrow down specific data in your report, you can add filters. Click the Add advanced filter button to add a filter. Choose the fields that you want to based on your filter and then enter the conditions.
Click + Add new filter button to add more filters and conditions to the same field. The new condition can be either AND (all conditions must be met) or OR (any one condition must be met).
Actions in charts
Once you have configured and saved your chart you can perform the following actions:
- Edit chart to make changes to current configuration.
- Share charts with others in your account. If you share a chart with someone, they can only view it.