Creating a Chart

Note: When an object is created, the system will automatically create a default form and a default report for this object. But a default chart will not be created automatically.

  • Navigate to the Application Menu  on the top right of your screen and select Administration.
  • On the left hand menu -> Locate Resources -> Objects.
  • Search for and double click your Object name.
  • On the right hand side of your screen, locate and click the + Chart button
  • This will open the new chart dialog box
  • Give your new chart a name
  • Select the type of chart you wish to have
  • Click OK when done
  • This will open a new chart in chart builder
  • You can now drag and drop fields from the left-hand column to the series panel
    • The fields in the left-hand column are the same fields that are shown on your report. If a field you want is missing, check that the field has been added to the report.
  • Click Save when done.