Add a Visual to a Company Single Tool Report

Make your report's data easier to interpret at a glance by adding a visual. You can create various charts, such as bar or line graphs, to highlight key trends, proportions, and comparisons.

• Required User Permissions

  • 360 Reporting: 'Standard' level permissions or higher

  • Data Source Tool: 'Read Only' level permission or higher. See How do 360 Reporting permissions work?

• Additional Information

  • Cloned Reports: If you make a copy of a report, only you (the creator) can add new visuals.

  • Data Limit: The 'Add Visual' button only appears on reports with fewer than 2,500 records.

  • Tab Limit: You can only add one visual per tab.

1. Navigate to the Company 360 Reporting tool.

2. In the Reports tab, locate the desired report.

3. Click the report to open it.

4. Click + Add Visual.

   

5. Enter a name for the visual in the Descriptive Title box.

6. Under Type of Visual, select a visual for your report. The one you choose determines which calculation measures are available.
   

   Chart Type	Best Use Case	Available Measures
   Bar	Comparing values across different categories or discrete time periods.	COUNT, SUM, AVG, MIN, MAX
   Donut	Displaying the relative proportions or percentage breakdown of a whole.	COUNT, SUM
   Line	Showing continuous trends and changes over a period of time.	COUNT, SUM, AVG, MIN, MAX
   Stacked Bar	Comparing categories while also showing the composition (part-to-whole) of each category.	COUNT, SUM, AVG, MIN, MAX
   Horizontal Bar	Comparing categories, especially useful when the category labels are long.	COUNT, SUM, AVG, MIN, MAX
   Gauge	Visualizing a single value against a set threshold to indicate performance (e.g., good, poor).	COUNT

7. Click Save.

8. Optional: To export your report with your new visual, click Export and select PDF with Visuals.