Using Charts in Reports

Using Charts in Reports

Charts are available in reports.   


Adding a chart

To add a chart,
  1. Click Charts in the header links.

  2. Click " Add Chart ".

  3. Select the type of chart from the dropdown.  The chart properties editor will be displayed.

  4. Choose the fields to report on by picking a value for the x-axis and y-axis.  The title will automatically update based on the choices made.

  5. The default is to report on the Top 5 results in the report, but this may be changed to 10, custom or all.    If choosing custom, enter a number and choose # to report on that number  or % to report the top x percent.

  6. If the values returned in the report represent a large spread, you may specify a minimum and maximum.

  7. Adjustments may be made for labels and formatting.
Refer to figures 1 and 2 below.

Removing a Chart



Click the link marked "Remove Chart".


Change Report Type

Choose a different chart type by selecting a different value in the Type dropdown.

Notes:   

  • You can add as many charts to a report as is needed.  
  • Chart settings may also be saved with the report settings.
   
Adding a chart, figure 2
 .   

    • Related Articles

    • Running Reports

      Overview Reports in AccountingSuite™ are located in the Reports menu . They are broken down by module and are available in the menu for modules included in your edition of AccountingSuite™. Common Features Across Reports Report Command Bar Run report ...

    • Using EazyBI

      About EazyBI provides powerful reports, charts, and dashboards. It is an easy-to-use drag-and-drop tool for analyzing and visualizing your data. How To Integrate AccountingSuite with EazyBI Please create a New Data Source on EazyBI using the below ...

    • AccountingSuite™ Reports

      Reporting AccountingSuite™ has a complete set of financial, operational and project based reports. Our advanced reporting customization features allow you to create the report you want. To run a report, Navigate to Reports → Report Category (Ex. ...

    • Processing Credit Cards using Stripe

      Processing Credit Card Using Stripe AccountingSuite™ has integrated with Stripe for credit card processing right inside the application. Once a customer’s credit card has been registered with Stripe, it may be used to pay for future invoices. Setting ...

    • Using Serial Numbers in AccountingSuite™

      AccountingSuite™  has the ability to track serial numbers for product items on sales and purchase documents. Enabling Serial Numbers To enable the use of serial numbers, navigate to Quick Menu ➜ Settings ➜ Inventory tab and check Use Lots and Serial ...