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Adding a combination chart to a customer service report
User Requirement: Information Manager rights
This example creates a combination chart that reports on customer case activity. A bar chart displays the number of cases that each user opened and a line chart displays the number of cases that each user closed for the current year.
A combination chart is also useful in a Monthly Sales Trends report to show information such as the revenue earned from sales and the number of sales that were closed in a particular period.
- Click Reports | Customer Service and click New.
- Complete the fields to create a new list report. You'll need a source view that compares cases opened this year against cases closed this year. For information about creating views, see the System Administrator Guide.
- Ensure Report Contents includes
- Cases: case_comparitive_year
- Cases: case_comparative
- Cases: case_count_closed
- Cases: case_count_opened
- Ensure Search Criteria includes Cases: Created Data.
- Ensure Group By includes Cases: Assigned To.
- Click Continue to proceed to Reports Options, Step 2 of 2.
- Scroll to the Chart Options panel to configure the combination chart.
- Set Chart Style to Combination.
- Set Value to Cases: case_count_opened and set Function to Sum.
- Set Category to Cases: Assigned To and set Function to Value.
- Set Line to Cases: case_count_closed and set Function to Sum.
- Set Multi-Bar to No and click Save.
- Click Save. To run the report and view the chart, click the arrow in the Run column beside your new 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:
Report fields and buttons
Chart styles
Adding report charts to a classic dashboard
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