Configure Custom Report Charts and Summary Cards

Add a Chart when you want to compare groups of records. Add a Stat when one number answers the question. Both use a selected record type and can have their own filters.

Create a chart

1. Open a report view and choose Add Block.
2. Select the records to analyze, then choose Chart.
3. Open Group By and choose the field that separates records into groups. For example, choose Member Type to compare members and leads.
4. Open Aggregates & Chart Type. Choose Bar, Line, or Pie, then configure the value to calculate for each group.
5. 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.

Create a stat

1. Choose Add Block, select the records, and choose Stat.
2. Open Aggregate and choose a calculation. Count counts matching records; Sum, Average, Minimum, and Maximum require a compatible numeric or currency field.
3. Add a filter if the value should cover only a defined subset.
4. Adjust the block width using the width control if needed.

For example, choose Member records, use Count, and filter Signed Up On to the current month to show how many member profiles were created during that period.

Link a stat to a KPI

If a suitable KPI already exists, choose it under Link to KPI in the stat’s Aggregate settings. The stat then uses that KPI’s record type, filter, and calculation. Those settings are controlled by the linked KPI, so edit the KPI itself when you need to change its definition. Learn more about KPIs.

Make the view easy to scan

Give each block a short title that states what it measures, such as Bookings by Status or Members Created This Month. Keep the time period in the title or filter clear; “this month” changes as time passes, while a fixed date range does not.

Next steps

• Choose records and understand available fields
• Build filters
• Organize charts and stats into views