Configure Graphs For Summary Reports - CS

This article will explain how you can configure some graphs for your summary reports. We're using the example of the job cost by category report for this tutorial. Here is a guide on how to create a job summary report.

• First, open the report by going to reporting > pre-configured reports > job cost by category
• You will see something similar to the below screenshot, with a list of your job categories.

• Click the chart tab and you will see something similar to the below screenshot.

• As you can see, the chart is showing percent at the moment but you can change this by selecting the label value or % and value.  In this example, I changed it to value only.

• If you would prefer to change from a pie chart to a bar chart, click on chart setup.

• Once in the chart setup, you can change the appearance of your chart, for example, here we selected bar chart.

• 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, and you've configured your graph.

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