Creating A New Chart Report – Sandbox_2025

Creating a New Chart Report

To create a new chart report, click the New Design button on the Chart Report tab. The Define Chart Report dialog appears.

Enter a name for the report in the Report Name field.

Depending upon your report subject matter, select a type from the Data Type drop-down menu.

Make a selection from the Summarize Data By drop-down menu. These are the categories by which you can summarize data in the chart.

Select a chart type from the Report Type drop-down menu.

Select a color scheme from the Color Scheme drop-down menu.

The Define Chart Report dialog contains other checkboxes to allow you to further customize your chart report.

Make your selections and click Save. This report now appears in the Choose Report panel on the Chart Reports tab. To run a report, select it in the panel and filter for the dates. Click Run Report. The chart appears in the Generated Reports panel.

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