Run a Chart Report

Users with the View WO Reports role permission can run a Chart Report. This report provides quick insight into the requests the user is able to view, such as requests by request type, priority, status, and by building.

You can make this report your homepage. In your profile, change the Homepage field to Chart Report.

To add a new Chart Report:

  1. Select Reports > Chart Report. The Chart Report page appears.
  2. Click + Add Chart. New fields appear.

    Chart report set-up

  1. Do the following:
    1. Select the desired time Period.
    2. Select the desired Status.
    3. Select the desired Field.
  1. Click Save icon. The report output appears.Chart Report data.

You can edit Edit icon.or delete Delete icon. a chart report.

Click a section of a chart to show related requests below that chart.

To target the data listed below the charts, do any of the following:

To... Then...
Add or remove columns
  1. Click Columns.
    Select Columns pop-up.
  2. To add a column, from the Unselected section, select the column you want to display and then click the right arrow.
  3. To remove a column, from the Selected section, select the column you want to remove and then click the left arrow.
  4. To change the order columns appear, drag and drop into the desired order.
  5. Click Save.
Note: All custom fields for requests are available as a selectable column.
Filter a column
  1. In the column you want, click Three dots icon.
  2. Select the desired filters.
  3. Click Filter.