Configuring Graphs for Summary Reports

This article will explain how you can configure graphs for your summary reports. We’re using the example of the job cost by category report for this tutorial.

If you need to create your reports, here is a guide on how to create a job summary report.

First, go to Reporting > Pre-Configured Reports and select your report.

Click the ‘Chart‘ tab.

You can change what kind of labels it displays by selecting ‘% only’, ‘Value only‘, ‘% and Value‘ under the ‘Label‘ option on the left-hand side.

If you would prefer to change the chart type to a bar chart, for example, click on ‘Chart Setup‘.

You can then change the appearance of your chart. For example, we have selected ‘Bar’ as the chart type.

You can also change the colours of your chart with the ‘Palette‘ tab.

There is also a ‘Style‘ tab, which allows you to change the default theme of your graph.

Once you’re happy, click ‘OK‘ to see your configured graph.