Chart Options panel fields

The Chart Options panel allows you to add and define a chart for a report. The chart uses the same view as the rest of the report. Static charts (for example, in PDF reports) are generated on the Sage CRM server using HTML5.


Field	Description
Show Chart	Displays a chart.
Available On Interactive Dashboard	Makes the chart available in the Report Charts category on the interactive dashboard. On upgraded instances of Sage CRM, this field can be named Available On Classic/Interactive Dashboard. In this case, it makes the chart available on the classic and interactive dashboards.
Chart Style	The type of chart that's displayed. For more information, see Charts.
Show Legend	Displays the legend.
Legend Alignment	Aligns the legend to the bottom, top, left, or right.
Value	The column used for the left axis of the chart.
Label	The chart label used for the left axis. If blank, the translated field name is used.
Function	The totaling function used on the left field. Valid options for numeric fields are Average, Count, Minimum, Maximum, Sum, and Value (no totaling function). Non-numeric fields must be set to Count because the returned value must be numeric.
Category	The field used for the bottom axis of the chart.
Label	The caption used for the bottom axis. If blank, the translated field name is used.
Function	Allows the value of the field to be split into date ranges. This is applicable if Category is a date/time field. For more information, see Report Details panel fields.
Line	The column used for the line on a combination chart.
Label	The chart label used for the line on a combination chart.
Function	The totaling function used for the line on a combination chart. Valid options for numeric fields are Average, Count, Minimum, Maximum, Sum, and Value (no totaling function). Non-numeric fields must be set to Count because the returned value must be numeric.
Group By	Displays a separate chart for each group. This field is displayed if there is a column in Group By. For more information, see Select Column panel fields and buttons.
Multi-Bar	Displays all groups on each chart. This field is displayed if there is a column in Group By. For more information, see Select Column panel fields and buttons.
Segment 1 Lower Limit %	The starting value of the first partition in the gauge chart. This is a percentage of the target value. For example, if your target is 100%, you might set the lower limit to 33%. Set the color of the first partition in Segment 1 Color and the name of the partition in Segment 1 Caption.
Segment 2 Lower Limit %	The starting value of the second partition in the gauge chart. This is a percentage of the target value. For example, if your target is 100%, you might start the second partition at 66%. The end value of the second partition is your target which is automatically taken from your forecast for the relevant period. For more information, see Forecasts. Set the color of the second partition in Segment 2 Color and the name of the partition in Segment 2 Caption.
Segment 3 Upper Limit %	The end value of the third partition in the gauge chart. This is a percentage of the target value. For example, if your target is 100%, you might end the third partition at 133%. The starting value of the third partition is your target which is automatically taken from your forecast for the relevant period. For more information, see Forecasts. Set the color of the third partition in Segment 3 Color and the name of the partition in Segment 3 Caption.
Segment 1 Color	The color of the first partition in the gauge chart.
Segment 2 Color	The color of the second partition in the gauge chart.
Segment 3 Color	The color of the third partition in the gauge chart.
Segment 1 Caption	The name of the first partition in the gauge chart.
Segment 2 Caption	The name of the second partition in the gauge chart.
Segment 3 Caption	The name of the third partition in the gauge chart.