Charts on a report

A report page can hold more than its table. An author can lay charts, stat tiles and notes around the table, all drawn from the same stored result. This page explains how to read them, then how authors arrange them.

#The widgets you may see

#Reading them

• Hover over a bar, a slice or a point to see its exact value. On a line chart with several series, the hover card lists every series at that point.
• Figures take the column's format. Money reads as money, and a percent column reads as a percentage, so an average of a 0/1 flag stored as a percent column reads as a rate. A count is always a whole number. The value axis uses a short form, such as 1.4M or 60%.
• Numbers at the top of the page switches every chart, stat tile and statement between full and compact figures, along with the table.
• Filters flow into the widgets. When you filter the table, every chart and stat tile over the report follows. With the grain switch set to Quarter or Year, the widgets read the grouped rows.

#Stat tiles

The caption under a stat tile's main figure names the period it covers, for example This year (Jan 1 to Sep 16, 2026). A comparison line names its own period, for example Last year (Jan 1 to Dec 31, 2025), so a line such as "1,004 vs 1,335" makes sense without opening anything. A target, when set, is a number the author typed in.

#Lines, the dashed future and Today

A line chart over dates or months runs in date order. Where the axis runs past today, the part of each line that is still to come is dashed, and a Today marker shows the current period. Solid lines show what happened, and dashed lines show what is expected, such as purchase orders due against bills received.

#Comparison trend

A comparison trend shows the period being reported as a solid line. The period it is compared with, such as the previous period or the same period a year earlier, is a dashed grey line behind it. The chart lines the two up by position, so the third month is drawn over the third month. The legend names both periods, with their totals and the change between them. While the current period is still running, both totals cover only the time elapsed so far, so a year to date is never measured against a whole prior year. Future periods with no rows show as gaps. A future period that already holds rows, such as expected receipt dates, shows dashed past the Today marker.

#For authors: laying out a report

1. On the report page, choose Edit Layout.
2. Choose Add widget and pick a kind. The new widget appears at the top of the grid and pushes the rest down. A report layout holds one table.
3. Drag a widget by its title bar to move it, and drag its handle to resize it. The table's height follows its rows, and the widgets below move up or down to stay under it.
4. Click a widget to open its side panel. The Widgets list at the top of the panel selects any widget, including one hidden under another.
5. Configure the widget:
   • its title and title format;
   • Group by, and for a date or month column, By year, quarter, month or week;
   • the aggregate: sum, count, average, min, max, distinct count or median;
   • sorting and a limit, for a top N or bottom N;
   • a filter, such as a relative period like "this year";
   • axis labels, and for a line chart a Series column;
   • for a table, rows per page, row numbers, the columns shown and Totals row…;
   • for a stat tile, a comparison and a target.
6. Set Numbers in the editor's toolbar to full or compact. This is the page's default, and each viewer can still choose otherwise.
7. Choose Save layout. Cancel asks before discarding changes.

Edit Report and Edit Layout switch between the report wizard and the layout editor in one click.

Related: Reading a report · Filters and the grain switch · Building a dashboard · The Statement widget