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: To add a visual, you must have the correct permissions for both the 360 Reporting tool and the specific tool providing the report's data.

  • 360 Reporting Tool: You need 'Standard' permissions or higher.

  • Source Tool: You must have the necessary permissions for the tool providing the data. Examples include 'Admin' on the Directory tool, 'Standard' on a Financial Management tool, or 'Read Only' on a Core, Project Management, or Quality & Safety tool.

• Additional Information

  • Cloned Reports: Your cloned copy inherits the original report's visual. To add a new visual, you must be the creator of the cloned report. You can then remove the old visual and add a new one. See Copy a Company Single Tool Report.

  • Data Limits: You will only see the 'Add Visual' option on reports that contain fewer than 2,500 records. See Why is the Add Visual button unavailable on a single tool report?

  • One Visual Per Tab: You can add only one visual to each tab in your report.

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.