Description: Learn how to change a report to a chart (bar, line, or pie) on Business Intelligence (BI). You can also save it to PDF if you would like to email it or add it to Favorites.
View a Report as a Chart
Certain reports provide the option to change it into a chart.
- Select the 3 vertical dots (ellipsis) in the upper right corner of the report, then select Charts.
- You can change the type of Chart by selecting the dropdown for Types at the top left to change the Chart style.
- Select the dropdown for Show to place a check in the checkboxes for what data to display.
For example, when the following selections are made:
The chart changes to: - Select the 3 vertical dots (ellipsis), and save it to a PDF or select Add to Favorites.
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