Adding a combination chart to a customer service report

You can use a combination chart in many types of report. This example creates a combination chart that reports on customer case activity and adds it to a customer service report. A bar chart displays the number of cases that each user opened and a line chart displays the number of cases that each user closed for the current year.

A combination chart is also useful in a Monthly Sales Trends report to show information such as the revenue earned from sales and the number of sales that were closed in a particular period.

1. Click Reports | Customer Service.
2. Click New.
3. Complete the fields to create a new list report. For more information, see Report Details panel fields.
   You'll need a source view that compares cases opened this year against cases closed this year. For more information, see Creating a view for reports.
4. Ensure Report Contents includes
   • Cases: case_comparitive_year
   • Cases: case_comparative
   • Cases: case_count_closed
   • Cases: case_count_opened
5. Ensure Search Criteria includes Cases: Created Data.
6. Ensure Group By includes Cases: Assigned To.
7. Click Continue.
8. Scroll to the Chart Options panel to configure the combination chart. For more information, see Chart Options panel fields.
   1. Set Chart Style to Combination.
   2. Set Value to Cases: case_count_opened and set Function to Sum.
   3. Set Category to Cases: Assigned To and set Function to Value.
   4. Set Line to Cases: case_count_closed and set Function to Sum.
   5. Set Multi-Bar to No and click Save.
9. Click Save. To run the report and view the chart, click the Run icon beside your new report.