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Adding a chart to a report

User Requirement: Information Manager rights

The Chart Options section of the Report Options, Step 2 of 2 page allows you to add and define a chart for your report. The chart uses the same view as the rest of the report, but you can specify different fields for the chart than you did for the report.

Example: Forecast Value by Sales Rep

This example demonstrates how to add a chart to an opportunity list report to show the Total Forecast Value by Sales Rep as a horizontal bar chart.

First, create the list report based on the Opportunity Summary Report Source according to the following specifications.

Report columns should include:

• Company : Company Name
• Person : Person
• Opportunity : Description
• Opportunity : Stage
• Opportunity : Status
• Opportunity : Close By (date)
• Opportunity : Certainty%
• Opportunity : Forecast (summed)

Further specifications include:

• Search criteria of Opportunity : Assigned To, Opportunity : Stage, Opportunity : Status, Opportunity : Close By, and Opportunity : Forecast.
• Grouping by the Sales Rep (Opportunity Assigned To) in order to get the Forecast totals by Rep.
• Sorting by Opportunity Assigned To and the Forecast amount.
• Right justify numerical columns.

To add the chart:

1. Click Change next to the report you want to add the chart to. The Report Options, Step 1 of 2 page is displayed.
2. Click Continue. The Search Criteria for Report page is displayed.
3. Click Continue. The Report Options, Step 2 of 2 page is displayed.
4. Scroll to the Chart Options panel of the page.
5. Complete the details in the Chart Options panel and click Save. Refer to Report fields and buttons for information on the Chart Options fields.
6. To view the chart, run the report.

To display charts in a PDF report, Adobe Flash must be installed on the Sage CRM server. Ask your System Administrator to install this software.

See Also:

Adding a gauge chart to a sales report

Adding a combination chart to a customer service report

Report fields and buttons

Chart styles

Adding report charts to a classic dashboard

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