With over 20 standard chart types, present your data in a graphical format that supports effective performance reviews and decision making.
The identifier is a system ID for referencing a Report. This ID must be unique per Report and must contain only letters and numbers starting with a letter. It must also be a minimum of three characters.
The title is the reference to the Report that will appear in the UI for the users. It will appear in the left pane menu for the App and also in the breadcrumb at the top of the page which tells the user where they are on the site.
The display order is the order that the Reports will appear in the left pane for the App. The lower the number the higher the Report will appear.
The report group is used if you need to group reports together. A report group will appear on the left pane, and report show below it. In the example below - reports have been grouped into 3 sets, which will be collapsed when the App is first shown, and expandable as required. If no Report Group is required, the report name will show above groups
The default Report is the Report that the user will be directed to the first time that they open the App. If no default has been set then the user will be navigated to the Report with the lowest display order.
Note: Once a user navigates to a different Report, this preference will override the default option the next time they view the App.
This will hide the report from all users. It is commonly used whilst a Report is being reconfigured or if a Report needs to be removed temporarily to be reinstated at a later date.
Chart Title & Sub Title
Chart title will appear as the main heading of the report and you can choose to add a subtitle which will appear in smaller text below this.
In-App Data Source Field
Some chart types can be created from grid field data to produce In-App Charts. To select the grid field that the data will come from you can choose this as the In-App Data Source Field. An In-App chart can be following these three steps:
Step 1: There needs to be a source for the data that is in the chart. Create a Grid Field with Grid Sub Fields that can become the axes, series and labels for the charts.
Step 2: Create the chart in the Report area of App Studio. When building your chart select the GridField that you have created in Step 1 as the 'In-App Data Source Field'. You will then be able to choose from the Fields in the chosen GridField to build up the configuration on your chart.
Step 3: Render the chart in the Record. Create a new Field and select Field type 'InAppChart'. Then select the Report that you have built in Step 2 and add this new Field to your Template.
Target Click Through Report
This is where you can select a List Report for the user to drill down into to display more information about the Records that meet the criteria for that Matrix cell. It will apply the appropriate filters to that List Report to only show the relevant records. This can make an effective navigation tool for the App.
Charts have been set to render at a certain height by default due to responsive design but some charts have the option to override this and set the pixel height yourself.
Axis Min & Max
Some chart types will offer you the option to set a min and max value for the X and Y axis