What
Create chart visualizations for your custom report data.
Why
Visualize report data to spot trends and share key insights more quickly than scanning rows of results.
Who
Users who can access and edit the custom report.
When
After you’ve created or opened a custom report and want to visualize its results.

Before you start

  • Charts are created within an existing custom report.
The data visible in the report (and its charts) is based on the report creator's project access and permissions. Viewers will see all data the creator can access.

Create a custom report chart

Step 1: Open a custom report

  1. Click Reports in Teamwork.com's main navigation menu. If Reports is not pinned, it might be hidden under the ... More option.
    Reports in the main navigation
  2. Click a custom report to open it.
  3. Click Add Chart in the top right corner of the report.
    Add chart button in a custom report

Step 2: Set chart details

  1. Enter a name for your custom report chart.
  2. Select the chart type shown in the chart builder.
  3. The x-axis (horizontal content) is based on the custom report type (for example, project, task, or user). To change it, close the chart builder and edit the underlying custom report.

Step 3: Add Y-axis data

  1. Select the Y-axis (vertical content) data points you want to chart.
Supported Y-axis options vary depending on your report type and enabled features. For the full list of available Y-axis data points, see Supported Y-axis data for custom report charts.
Chart builder configuration

Chart builder data options

Step 4: Save the chart

  1. Review the chart preview.
  2. Click Save in the chart builder.
Numeric values shown in Preview may display sample data until the chart is saved and applied to live results.