Overview
The Reports module, previously known as Lists, offers a convenient way to perform quick queries on Objectives, Key Results, Teams, Tasks, and Employees, along with the ability to apply additional filters. This module provides valuable data that is well-suited for reporting purposes. If you wish to explore Lists further, you can find more information here.
In addition to the list format, the Reports module also allows you to visualize the data in the form of charts. These charts serve multiple purposes, including sharing them during OKR meetings or incorporating them into presentations. By presenting data visually, these charts offer a clear and concise representation of the information, enabling effective communication and analysis.
Create Charts
After creating a report (more about creating reports here.) click on the menu next to the filters and select from any of the chart views:
List view (default)
Pie view
Bar view
Line view
Use the side panel settings menu to configure the charts
After closing the menu you can come back to the settings by clicking on the Chart settings button
When ready with the chart click on Save to apply the changes to the report or Save as to save as a new report
Chart types
Pie view - A pie chart is useful for illustrating the composition or proportion of different parts in a whole.
Chart settings:
Display as - Pie or Donut display
Category - The circular chart is divided into slices, where each slice represents a category selected
Values, Aggregate values (*values explained in a section below)
Bar view - A bar chart is useful for comparing categorical data or displaying the distribution of a single variable.
Chart settings:
Horizontal axis - Data that will be represented in rectangular bars with lengths proportional to the values they represent
Values, Aggregate values (*values explained in a section below)
Color - color of the bars
Line view - Line charts are excellent for showing patterns, fluctuations, or trends in data sets
Chart settings:
Horizontal axis - Data that will be represented in series of points connected by line segments
Values, Aggregate values (*values explained in a section below)
Color - color of the lines
Values and Aggregations
Aggregated vs not Aggregated data:
Aggregate values - off - With this option chosen, each value in the selected field is treated separately and no calculations are applied. This option is usually used when you would like just to see all numeric values in a chart and not apply calculations to them (e.g. sum)
Sum - Adds all the values in that field up.
Average - Takes arithmetic mean of the values.
Min - Shows the smallest value.
Max - Shows the largest value.
Count - Counts the number of values in that field that aren't blank.
Limits
Some categories in the list view can have too many records. When populated in the chart this can break the visualization (chart + legend).
Limit of displayed column records: 100
In case the limit is hit an error appears.