Create Chart

This tutorial walks you through creating a basic bar chart that displays the number of service calls per status.

1. Start a New Report

Navigate to Administration → Reporting → Reports
Select the Service Call entity
Click to create a new report

2. Add a Group Header Band

In the Report Designer, insert a GroupHeader Band
This will host the chart control

Inserting the Group Header band

3. Add a Chart Control

From the Toolbox, drag the Chart control into the newly created band
Upon dropping the chart, a Chart Wizard dialog will appear

The Chart Wizard

4. Configure the Chart

Create a Series

In the Series Collection panel (left side), click the plus (+) button to add a new series
Set the chart type to Bar

Adding a bar chart

Set Chart Data

Go to the Properties tab (right side)
Scroll to the Data section

Set the following:

Series Member –> Argument Data Member = Status

Selecting the Status as the argument for the chart

Series Member –> Qualitative Summary Options –> Summary Function = Click the ellipsis (...) and select COUNT()

Selecting the correct series member

5. Preview the Chart

Click on the Print Preview tab to see the rendered chart
You should now see a bar chart counting service calls grouped by status

The preview with the chart

6. Modify the Chart Further

To open the Chart Designer again:

Select the chart control on the design surface
Click the small icon (⚙️) that appears next to it
In the context menu, select Run Designer…

This allows you to fine-tune chart settings such as appearance, labels, axis formatting, colors, and more.