HaloPSA

HaloPSA Guides

Documentation to assist with the setup and configuration of the HaloPSA platform

Guides > Charts and Graphs in Reports

Charts and Graphs in Reports

In this guide we will cover:

- Adding a Chart

- Displaying Charts in Scheduled Reports

- Types of Chart

- Trendlines



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Using the graphing function can provide powerful visual insight into a particular part of your business. Below is an example for a yearly report, showing tickets logged month by month. This shows the increasing volume of tickets over June and the tail off beyond thus allowing presentation of this data to others.


This guide will cover adding a chart to a report, sending that out via email and explaining the types of chart and examples of uses.


Adding a Chart

Almost any report can have a graph added to it. In the reporting suite, select the report you wish to add a chart to.


Click Edit in the top left and select "Chart Setup".


Fig 1. Chart Setup area.


Select the relevant fields for the X and Y axes (which are the bottom and side respectively) and whether you wish to Count or Sum the Y values by the checkboxes.


Fig 2. Chart Setup configuration.


Click "Preview Chart" and adjust as necessary.


Fig 3. Preview Chart button and the created chart.


When you're finished, click "Next" at the bottom and "Save" at the top of the inner window. The chart is now saved and will display at the top of the report preview and can be configured to send in scheduled reports.


Displaying Charts in Scheduled Reports

In the "Scheduling" tab, click the Add button to schedule a report.


Fig 4. Scheduling tab.


Select "Include PDF Report".


As long as the PDF template you are using has $-REPORTCHART within the HTML, the chart will show if it is configured on the report. This variable is included by default unless removed.


Types of Chart

There are a few chart types in Halo which can be used for different displays of data or are more useful for showing different interpretations of many series of data. 


For the following examples, this is the data set - tickets logged each month by channel. The single series charts in these examples use just the total tickets column, the multiple series separate by channel.


Fig 5. Report data.


Bar Chart

These are good for discrete data i.e. ticket counts in a given date range or income per section per month.


Fig 6. Bar Chart.


Horizontal Bar Chart

These are also good for discrete data as another layout option to a bar chart.


Fig 7. Horizontal Bar Chart.


Pie Chart

These are good for data where you need an idea of proportions or percentages of different sets - i.e. tickets closed by each agent.


Fig 8. Pie Chart.


Line Graph

These are good for seeing trends in data, links columns with lines to show inclination or declination. They are also great for time based comparisons of changing data i.e. tickets opened per week.


Fig 9. Line Graph


Area Graph

This is similar to the Line Graph with more definition in the lower portion, filling the area between the line and the X-axis.


Fig 10. Area Graph.


Funnel Chart

Often used in Sales contexts, this is another visual data representation.


Fig 11. Funnel Chart.


Multiple Series Chart

These are used to show many series of data on a single chart. At a glance here, we can compare each channel where tickets have been logged each month. The option "Stack Bars" is available to have these one on top of each other, but unchecked will show them separately like below.


You can combine types of chart together, i.e. you can overlay a line graph over a bar chart.


Fig 12. Multiple Series Chart with bar charts.


Doughnut/Donut Chart

Similar to a pie chart, so therefore also useful for instances such as counting tickets per agent.


Note: These are not available for use on scheduled reports.

Fig 13. Doughnut Chart/Donut Chart.


RAG Chart

You can specify multiple y-axis, then set up thresholds for each color in the "Color Thresholds" table and name them (which will appear underneath). I set the threshold for High as over 10, and Low as over 0.

Fig 14. RAG Chart.


Trendlines

You can add trendlines to bar, line and area graphs within your reports. In the "Chart Setup" tab, you can enable "Show trendline".


Fig 15. Show trendline checkbox.


The chart will then appear like the below.


Fig 16. Line Graph with a trendline.


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