How do I create a chart?

Chart(s) refers to visual representations of data. Use the “Chart” button at the bottom of any data window (i.e., grid) (e.g., products, orders) to make visual reports of the grid.

Charts are not created based on just a table without specifications. There must be at least one grouping and one aggregate chosen in the grid from which a chart can be created, the chart button will show no data. Group by dragging a column to the top of the window. And choose an aggregate in another column by clicking on the three dots next to the title of the column.


Charts can be used for reports as well as analysis. After you’ve created your chart, there are still numerous ways to manipulate it and export it. Use the buttons at the bottom of the chart accordingly.

Was this article helpful?

Related Articles

Need Support?

Can't find the answer you're looking for?
Contact Support