Configure Custom Report Charts and Summary Cards
Create a chart
Open a report view and choose Add Block.
Select the records to analyze, then choose Chart.
Open Group By and choose the field that separates records into groups. For example,
choose Member Type to compare members and leads.
Open Aggregates & Chart Type. Choose Bar, Line, or Pie, then configure the
value to calculate for each group.
Add a filter when you want to analyze only part of the data. Check that the chart’s groups
and totals match your question before saving.
For example, choose Booking records, group by Status, and use a Bar chart with a
count. This compares the number of bookings in each status. To focus on recent activity, add
a date filter such as Date in the current month.
Use date fields as a time series when the picker offers date grouping. Choose a time bucket
that matches the question; grouping by an exact timestamp can split one day into many small
groups. Pie charts are easiest to read when there are only a few meaningful categories.

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