I am a new user and presently using Sugar Enterprise. I'd like to create a bar and pie chart to augment my reports. There are no drop downs to create visuals, i.e. bar and pie charts. Looking for assistance plz.
The bar and pie charts are available at the end of creating your report.
You have 2 options.
Summation Report with Details+Summation Report
Select one of the 2 above.
Select your module that you want to report on.
Define Group By - Want you want to group on
Choose Display Summaries - What you want summary on Select AVG, COUNT* Max or MIN - I usually select COUNT
Choose Display Columns - What you want to see on the report
*Lastly, Select Chart Type
Option of No Chart, Horizontal Bar, Vertical Pie and Funnel
You can also check out following free course.
Michele Rebstock - We also have more information about report charts in this section of our Application Guide.
Thank you very much! This input was extremely helpful. I was able to quickly develop and complete 6 charts without issue! Again, thank you!
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