- Welcome to the Knowledge Base
- Supported browsers
- Landing Pages
- HTML Editor
- Welcome Messages & Bulletins
- Exporting Data
- Multi Language
- Notifications & Reminders
- Forecasts & Quotas
- Introduction to Importing
- Preparing your Import Data
- Workbooks Import Wizard
- Managing your Imports
- Introduction to Marketing
- Mailing Lists
- Marketing Campaigns
- Upload Library
Workbooks Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- Using HubSpot with Workbooks
- Introduction to Event Management
- Enabling the Event Management Module
- Using Event Records
- The Event Management Portal
- Installing the Event Management Portal
- Amending Event Portal Parameters
- GatorMail Integration
- Creditsafe Integration
- People & Organisations
Electronic Signing Tools
- People, Organisations & Cases with DocuSign
- Setting up the DocuSign Integration
- Taking Payments with DocuSign
- Creating a Document with a DocuSign Template
- Creating a Document with a Workbooks PDF
- Managing DocuSign Documents
- Adobe Sign Integration
- Docusign Integration
- Introduction to Reporting
- Using Reports
- Exporting Reports
- Advanced Reporting
- Compliance Record
- Data Enrichment
- Introduction to Transaction Documents
- Credit Notes
- Customer Orders
- Supplier Orders
- Contract Management
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- Survey Monkey responses to Tasks
- Multistep Zaps
- Outlook Connector
- Exchange Server Sync
- Workbooks Mobile Client
- Introduction to System Administration
Users & Security
- User Groups
- Account Settings
- Licences & Modules
Email & Integration
- Email Settings
- API Keys
- Web to Case and Web to Lead
- Preference Centre
- MailChimp, Constant Contact & dotMailer
- Postcode Lookup
- SharePoint Integration
- Bank Account Validation
- Creating & Modifying Picklists
- Creating Custom Fields
- Report-based Custom Fields
- Record Templates
- Form Layouts
- Customising relationships between parties
- Opportunity Stages
- Custom Records
- PDF Configuration
- Contact Support
- Releases & Roadmap
- Workbooks Glossary
Creating & Using Charts
To create a Chart you will need to be in Run mode of a report; you can reach this from Edit mode by clicking the Save and Run button. If the Report View can be charted you will see an Action called Chart this View... in the Menu to the left of the Report grid.
Note: Charts can only be generated from a view that contains numeric values or calculated columns that are recognised as outputting a number rather than a string.
Selecting this Action will open a new dialogue box, allowing you to select the type of Chart you want to create from the Report View.
Once you have selected the type of Chart that you believe will be best suited to represent your data, you will be presented with a number of options to setup and customise your Chart. All of these settings can be later edited once setup has been completed.
Editing a Chart
Once you have generated a Chart, you are able to open and amend the view as needed. The Chart can be opened from the Report that it was generated from and found under the Views section.
Once you have selected the Chart from the Views section you will see a menu bar along the top of the Chart that provides you with an Edit option.
Selecting the Edit option opens the settings menu that was used to initially configure the Chart; these settings can now be amended as required.
When viewing a Chart you can reduce the data down further by applying a Filter to any Column within the Report View. All Charts come with a Filter button that can be applied in the same manner as a Landing Page or Report.
Using the Legend
For Bar Charts, Line Charts and Pie Charts it is possible to have multiple sets of data based on the grouping columns of your Report. This can create multiple bars, lines or segments in your Chart that will be coloured accordingly with the colour palette selected when setting up the Chart.
It is possible to hide these sets of data from the Chart by select the value in the legend, for example, clicking on 'Alison Jones', 'Caroline Sterling' and 'Jane Fretwell' in the legend of the above chart hides the red, purple and light green lines to give the below view. This makes it easier to read and compare the data.
Note: These changes are not permanent and will reset back to the default when the Chart is next loaded.
Drilling into Charts
Similar to drilling into a Report, it is possible to drill into a specific part of a Chart. By selecting a marker or segment of the Chart, a new menu will appear, providing you with the option to drill into the data for that specific section.
Selecting this will cause a new Report window to open, displaying the Report View that the Chart is based on, with the appropriate filters applied to the show you the data you are drilling into in grid form.