<style>p { margin: 0; }span.fr-emoticon.fr-emoticon-img { background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle; } span.fr-emoticon { font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0; } blockquote { border-left: solid 2px #5e35b1; color: #5e35b1; margin-left:0; padding-left:5px;}blockquote blockquote{ border-color: #00bcd4; color: #00bcd4;}blockquote blockquote blockquote{ border-color: #43a047; color: #43a047;} table.grid{ border-collapse: collapse;} table.grid td, table.grid th { border: 1px solid #ddd;} .fr-fic.fr-dib{ display: block; margin: 5px auto;}.fr-fic.fr-dib.fr-fir{ text-align: right; margin: 5px 0 5px auto;}.fr-fic.fr-dib.fr-fil{ text-align: left; margin: 5px auto 5px 0;}</style><p><strong>In this guide we will cover:</strong></p><p><strong>- Adding a Chart</strong></p><p><strong>- Displaying Charts in Scheduled Reports</strong></p><p><strong>- Types of Chart</strong></p><p><strong>- Trendlines</strong></p><p><strong>- Labels</strong></p><p><br></p><p><br></p><p><strong>Admin Guides:</strong></p><ul><li style="font-weight: bold;"><a href="https://usehalo.com/haloitsm/guides/1851/" target="_blank" rel="noopener noreferrer"><strong>General Settings (Reporting)</strong></a></li></ul><p><br></p><p><strong>Related Guides:</strong></p><ul><li><a href="https://usehalo.com/haloitsm/guides/1777/" target="_blank" rel="noopener noreferrer"><strong>AI Report Builder</strong><br></a></li><li><a href="https://usehalo.com/haloitsm/guides/1249/" target="_blank" rel="noopener noreferrer"><strong>Halo In-App Dashboard</strong><br></a></li><li style="font-weight: bold;"><a href="https://usehalo.com/haloitsm/guides/887/" target="_blank" rel="noopener noreferrer"><strong>Reports and Scheduling</strong></a> </li><li style="font-weight: bold;"><a href="https://usehalo.com/haloitsm/guides/1563/" target="_blank" rel="noopener noreferrer">Report Builder</a> </li><li style="font-weight: bold;"><a href="https://usehalo.com/haloitsm/guides/2375/" target="_blank" rel="noopener noreferrer">Report Data Sources</a></li></ul><p><br></p><p>Using the graphing function can provide powerful visual insight into a particular part of your business. Below is an example for a yearly report, showing tickets logged month by month. This shows the increasing volume of tickets over June and the tail off beyond thus allowing presentation of this data to others.</p><p><br></p><p>This guide will cover adding a chart to a report, sending that out via email and explaining the types of chart and examples of uses.</p><p><br></p><p><strong><span style="font-size: 14pt;">Adding a Chart</span></strong></p><p>Almost any report can have a graph added to it. In the reporting suite, select the report you wish to add a chart to.</p><p><br></p><p>Click Edit in the top left and select "Chart Setup".</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjJiMDY4OTc0LWYzMzEtNDFhYi05NWM0LWFlYWE3MzRiZjQ4NSJ9.vSGJOWrdyREWHO8h6lu0PRSzMgA894801TyedZynDAw" class="fr-fic fr-fil fr-dib" width="594" height="401"></p><p><strong><span style="font-size: 10pt;">Fig 1. Chart Setup area.</span></strong></p><p><br></p><p>Select the relevant fields for the X and Y axes (which are the bottom and side respectively) and whether you wish to Count or Sum the Y values by the checkboxes.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImExOTM1NzA5LTZmZGItNDNmYS1iNTg0LTBjZDdjZTI3M2M1NSJ9.cs5WU7NUKB0oJwsdYC5vEQJtcMV2Wgr8DwXv4E9YiE0" class="fr-fic fr-fil fr-dib" width="961" style="width: 963px; height: 357.897px;" height="358"></p><p><strong><span style="font-size: 10pt;">Fig 2. Chart Setup configuration.</span></strong></p><p><br></p><p>Click "Preview Chart" and adjust as necessary.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImNlNzBkZTRlLTc5ODQtNGVmYy05NzA0LWRkMDAzYTk5YTY5YyJ9.w4ONjbF0ZdOXs5PVSPsfDES1bBoJ7wG5h2VNNjCOghM" class="fr-fic fr-fil fr-dib" width="973" style="width: 975px; height: 513.953px;" height="514"></p><p><strong><span style="font-size: 10pt;">Fig 3. Preview Chart button and the created chart.</span></strong></p><p><br></p><p>When you're finished, click "Next" at the bottom and "Save" at the top of the inner window. The chart is now saved and will display at the top of the report preview and can be configured to send in scheduled reports.</p><p><br></p><p>You can click on a section of the report chart, i.e. one of the bars in a bar chart, to filter the data that appears in the report table. This will be shown as a filter at the top of the report, and can be easily removed the same way other filters are.</p><p><br></p><p><strong><span style="font-size: 14pt;">Customising Chart appearance </span></strong></p><p>Once you have created your chart to display the data you require, you can customise how this looks. There are various settings on the chart setup screen that allow you to do this. </p><p><br></p><p><strong>Show trendline</strong> - When enabled will show a trendline for the chart data.</p><p><strong>Show data labels</strong> - When enabled will show the numerical values for each data entry making up the chart </p><p><strong>Format data labels as currency </strong>- When data labels are enabled you can enable this setting to have the labels be formatted as currency. You will be able to choose the currency symbol used. The thousands and decimal separators used here will depends on the separators configured in your advanced settings. </p><p><br></p><p>You can also set the colour palette used for the chart using hex colour codes. You will need to specify the code of each colour you would like to use, separating the codes using a comma. </p><p><br></p><p><strong><span style="font-size: 14pt;">Displaying Charts in Scheduled Reports</span></strong></p><p>In the "Scheduling" tab, click the Add button to schedule a report.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImY0NDcxMTFlLWY3NjYtNGVlYy05ODRkLWFmYzg1NmE2N2E3OSJ9.6eZXzO4StknyVAxl8J8CBR_txo8I8mEnlzdP3owVWjA" class="fr-fic fr-fil fr-dib" width="981" style="width: 983px; height: 182.245px;" height="182"></p><p><strong><span style="font-size: 10pt;">Fig 4. Scheduling tab.</span></strong></p><p><br></p><p>Select "Include PDF Report".</p><p><br></p><p>As long as the PDF template you are using has $-REPORTCHART within the HTML, the chart will show if it is configured on the report. This variable is included by default unless removed.</p><p><br></p><p><strong><span style="font-size: 14pt;">Types of Chart</span></strong></p><p>There are a few chart types which can be used for different displays of data or are more useful for showing different interpretations of many series of data. </p><p><br></p><p>For the following examples, this is the data set - tickets logged each month by channel. The single series charts in these examples use just the total tickets column, the multiple series separate by channel.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjUyMTkxODUwLThhYjItNGU5ZS05NGRlLWJmZjY1MTdlNjk5MSJ9.XiyQGYwXjPsjj17fNcssKzq7deQMHB_sAOvciZyIB8o" class="fr-fic fr-fil fr-dib" width="680" height="266"></p><p><span style="font-size: 10pt;"><strong>Fig 5. Report data.</strong></span></p><p><br></p><p><strong><span style="font-size: 12pt;">Bar Chart</span></strong></p><p>These are good for discrete data i.e. ticket counts in a given date range or income per section per month.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImRjZTZkY2EzLWM0N2YtNDFlMS1hZmI1LTdkZTcyYmU1MmZiNSJ9.dN19gNseK6DxjhmOOpfXDGcDnnmQDw4MUZL7TX9SbYs" class="fr-fic fr-fil fr-dib" width="976" style="width: 978px; height: 510.057px;" height="510"></p><p><strong><span style="font-size: 10pt;">Fig 6. Bar Chart.</span></strong></p><p><br></p><p>You can also stack bars within a single-series chart like the above. This is based on a dataset with one field on the x-axis, count on the y-axis, and have the bars on the chart split based on the value of another field.</p><p><br></p><p>For example, the following bar chart created from a list of tickets shows a count of tickets by client with bars grouped/split by assigned agent - essentially showing a count per assigned agent per client.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjcwZmQ3OGU3LTA4NDMtNDE2Yi05MGMwLTZlNzNjZTU5YjI2MCJ9.T63VEdh3BrOd63UUBrJVRfcQIpWl_P99BJPhCqw4ltQ" class="fr-fic fr-fil fr-dib" width="989" height="517"></p><p><strong><span style="font-size: 10pt;">Fig 7. Grouped bar chart.</span></strong></p><p><br></p><p id="isPasted">To enable this, from the Chart Setup tab, configure a bar chart or line chart using either "Sum Y-axis values" or "Count Y-axis values".</p><p><br></p><p>A "Group chart values by" option will then show, which allows you to choose a field to split the chart values by.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImRmMWZmNjhlLTBkOTgtNGUzYi1hYmFhLWNlYzYzYTE3NjU1OSJ9.47YNeuWmdd13mUfkzVrrnpFNNZw3Khy1586ZulPFlkg" class="fr-fic fr-fil fr-dib" width="1275" height="544"></p><p><strong><span style="font-size: 10pt;">Fig 8. Configuring a grouped bar chart.</span></strong></p><p><br></p><p id="isPasted">An additional option is also available to "Show option to change the Group chart values by field on the report". When enabled this shows the same "Group chart values by" option on the Report underneath the filters. This allows agents to alter the chart to view the breakdown of the counts based on another field without editing the config for the report.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImZmN2VkNTFhLTVmZjQtNDQ3YS05OTRkLWY0Y2RmYjRhZjgzZCJ9.mSBS7O1qPHMLZqvm_P1ikrLJJg8lsY_fGAPTJNxxSdM" class="fr-fic fr-fil fr-dib" width="1240" height="720" style="width: 1240px;"></p><p><strong><span style="font-size: 10pt;">Fig 9. Group option on a report.</span></strong></p><p><br></p><p>The "Group chart values by" option is also available when creating a chart on a dashboard widget.</p><p><br></p><p><strong><span style="font-size: 12pt;">Horizontal Bar Chart</span></strong></p><p id="isPasted">These are also good for discrete data as another layout option to a bar chart.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijg1Njk2MDJiLTE4ZDMtNDcxOS1iY2ZmLWJlYmIzMzM1ZWEyZSJ9.wcTbiq0tQrKQZPGRIhP3Yx9utAi1DVOaV8dUTTvngpc" class="fr-fic fr-fil fr-dib" width="970" style="width: 972px; height: 469.365px;" height="469"></p><p><strong><span style="font-size: 10pt;">Fig 10. Horizontal Bar Chart.</span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">Pie Chart</span></strong></p><p>These are good for data where you need an idea of proportions or percentages of different sets - i.e. tickets closed by each agent.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjdlZGVkZDc2LTdkNzYtNDY0ZC04NTZjLTBkOTgyZDNiNGEzZiJ9.g2ZuFumlYhQR3AT2U1oLEPBHhCcA9vgZz7QutE7_xjo" class="fr-fic fr-fil fr-dib" width="882" height="585"></p><p><strong><span style="font-size: 10pt;">Fig 11. Pie Chart.</span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">Line Graph</span></strong></p><p>These are good for seeing trends in data, links columns with lines to show inclination or declination. They are also great for time based comparisons of changing data i.e. tickets opened per week.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjYwMDIzNmI3LTg2ZTMtNDFjZS05M2JjLTZjZmFlYWM4OWJlZiJ9.hR_89XSS7LDHQeQMjarBzBTcTT9b3UtCU4L-NP1q2yY" class="fr-fic fr-fil fr-dib" width="957" style="width: 959px; height: 526.304px;" height="526"></p><p><strong><span style="font-size: 10pt;">Fig 12. Line Graph</span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">Area Graph</span></strong></p><p>This is similar to the Line Graph with more definition in the lower portion, filling the area between the line and the X-axis.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjMwMDk2MjZhLWIwMDYtNDBjOS1iMmM1LWFhY2U1ZDdmM2M0OSJ9.Ujpeq5pnnpyu3P1UR4cRVy95NV75tcJ4AHiPGWK1g1M" class="fr-fic fr-fil fr-dib" width="991" height="548"></p><p><strong><span style="font-size: 10pt;">Fig 13. Area Graph.</span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">Funnel Chart</span></strong></p><p>Often used in Sales contexts, this is another visual data representation.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjNjMTZlNjljLWRmODktNDg3MC04YWY1LTJmODgzZTc0ZTNiMSJ9.oF3O6PE4kEgO4AiDbXTTRq0BV1GD3JKJGoBADiS73Ys" class="fr-fic fr-fil fr-dib" width="684" height="537"></p><p><strong><span style="font-size: 10pt;">Fig 14. Funnel Chart.</span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">Multiple Series Chart</span></strong></p><p>These are used to show many series of data on a single chart. At a glance here, we can compare each channel where tickets have been logged each month. The option "Stack Bars" is available to have these one on top of each other, but unchecked will show them separately like below.</p><p><br></p><p>You can combine types of chart together, i.e. you can overlay a line graph over a bar chart.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjdkMTk1ZDY2LTk0NDctNGM5MC05OGM0LThmODY3MTUzYTUzYyJ9.9fA8ViRrzffKmnc302MetWPLTEhdscMcoJtPFIOu9f0" class="fr-fic fr-fil fr-dib" width="972" style="width: 974px; height: 512.777px;" height="513"></p><p><strong><span style="font-size: 10pt;">Fig 15. Multiple Series Chart with bar charts.</span></strong></p><p><br></p><p>If a multi-series chart is made within a dashboard instead of on the report, there is an option to choose either to "Use a single report" or "Specify Report for Each Series". The first allows multiple columns within one report to be used on the chart, and the second allows multiple reports to be used in one chart (as long as they have a matching column name).</p><p><br></p><p><span style="font-size: 12pt;"><strong>Doughnut/Donut Chart</strong></span></p><p>Similar to a pie chart, so therefore also useful for instances such as counting tickets per agent.</p><p><br></p><p><strong><em>Note: These are not available for use on scheduled reports.</em></strong></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjczMTAwZGZkLTUwM2EtNDc2My1iMWRlLWQ3M2NhMGRlMzdjMiJ9.G-Gel6vOVLylvuiBVd2NWWGaaZrOjnK_1cYXUjzoYVk" class="fr-fic fr-fil fr-dib" width="871" height="572"></p><p><strong><span style="font-size: 10pt;">Fig 16. Doughnut Chart/Donut Chart.</span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">RAG Chart</span></strong></p><p>You can specify multiple y-axis, then set up thresholds for each color in the "Color Thresholds" table and name them (which will appear underneath). I set the threshold for High as over 10, and Low as over 0.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjZmNWE0MDU4LTg4NGItNGYxYy04ZDA4LWE1ZTZmNWE0MDE3MyJ9.-9lcxbuHF_B2tD4OerswFuInoUuW1HYGYkY3qRKfHqA" class="fr-fic fr-fil fr-dib" width="544" height="291"></p><p><strong><span style="font-size: 10pt;">Fig 17. RAG Chart.</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Trendlines</span></strong></p><p>You can add trendlines to bar, line and area graphs within your reports. In the "Chart Setup" tab, you can enable "Show trendline".</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjRiODg0ZWY0LThiZjUtNDRiMi1iNWEyLTRkMDQyMmVkNTJlYyJ9.-khtD33PX1Es-NKe50Z0RLC4kJGXe1X1dO2qkHFOq9o" class="fr-fic fr-fil fr-dib" width="983" style="width: 985px; height: 369.533px;" height="370"></p><p><strong><span style="font-size: 10pt;">Fig 18. Show trendline checkbox.</span></strong></p><p><br></p><p>The chart will then appear like the below.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjA3ZjY1NGUyLTU2YTQtNDU4OS1iMzg3LTA0NjkyNTAwNmY2MiJ9.y3cwR3lfW9o5-ERLuW4hWl606TvCxFnXYXysgnBg7IY" class="fr-fic fr-fil fr-dib" width="972" style="width: 974px; height: 539.402px;" height="539"></p><p><strong><span style="font-size: 10pt;">Fig 19. Line Graph with a trendline.<br></span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Labels</span></strong></p><p>You can choose the label types for pie and doughnut charts. If "Label display type" is set to "Legend", the pie chart will show the values as a colour-coded list on the side.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjMyYjRhYjQwLTc5MDgtNDllMy05NjE4LWE1MDJhMmQ0ODEwNiJ9.wYZopklu-5uCS5OR_T1n_o_cxlY_NP7Udn-cUACFeRw" class="fr-fic fr-fil fr-dib" width="932" height="580"></p><p><strong><span style="font-size: 10pt;">Fig 20. Legend pie chart.</span></strong></p><p><br></p><p>If set to "Annotation", it will show the labels against the segment. You can also then enable "Show data labels" underneath to show the counts in brackets next to them.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImJhZjk3NzE4LTAyNGItNDg2Ny04ODcxLTkzMjI3MjJkODgxZiJ9.7bdKz-J4f2PxgXbyoStw8ThcdHOqmlhICs1ZS8nHGSo" class="fr-fic fr-fil fr-dib" width="819" height="564"></p><p><strong><span style="font-size: 10pt;">Fig 21. Annotation pie chart.</span></strong></p><p><br></p><p>If you enable "Use new pie/doughnut chart data labels" in Configuration > Reporting > General Settings and use the "Annotation" Label display type, the labels will look like below.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjQxOWNkMGM3LTJmZDItNDQwOC05NWVkLTZiOGIxYjcyNTEwMSJ9.JHNCwHy7w6PYtl1e6d95nv43TsqgS5cKsxMhGimYfcA" class="fr-fic fr-fil fr-dib" width="651" height="450"></p><p><strong><span style="font-size: 10pt;">Fig 22. New Annotation labels.</span></strong></p><p><br></p><p>If using "Legend" with "Show Data Labels" enabled, it will instead look like the below.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImU1MGExYjQ1LTE0ZWUtNGYxNC1iOWRiLWVkY2Y2NGFiYmVmMCJ9.6D_0zij9evhDMF4fjEvb971hczdp6Qlwd8CimRwWmH0" class="fr-fic fr-fil fr-dib" width="865" height="468"></p><p><strong><span style="font-size: 10pt;">Fig 23. New Legend labels.</span></strong></p><p><br></p><p>There will also be additional options using these new labels to add padding and label minimums. This helps keep the graph clean if there are lots of smaller sections with labels.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImEzYzk1ZjFkLTg5ODUtNGUzOC1iMWM2LTQxZjc1MGZjZWFmNyJ9.qHQvFoCySacPr5Y_Omw_gOEWMTx-cyGY9ElUzbjslGU" class="fr-fic fr-fil fr-dib" width="1204" style="width: 1206px; height: 242.935px;" height="243"></p><p><strong><span style="font-size: 10pt;">Fig 24. Customisation options.</span></strong></p><p><br></p>
