Configure your Charts and Tables to your business needs with our guide on setting Report Types, Date Ranges, Data Sources and picking delightful Titles and Subtitles.
After adding charts and tables it’s time to start configuring them to your business needs. In this article we will learn about:
- Editing page elements
- Setting titles and subtitles
- Different report types
- Selecting a report type
- Picking data ranges
- Choosing a data source
Editing page elements
After adding a template, chart, table or text element to a report, we give you complete control to decide what data you want to display, how and for what period. To start configuring an element, hover your mouse over it and select Edit:
Setting titles and subtitles
You can add titles and subtitles to your charts and tables in order to describe what you’re reporting on. For example, you may want to title a report focusing on your cashflow as a ‘Cashflow report’, a report on your incomes as a ‘Breakdown of Incomes’ and a report concentrating on a particular KPI, after the KPI. We wouldn’t recommend using this space to add commentary or annotation – that should be put in the annotation section of the chart or table. More on that later!
You can quickly and easily set titles and subtitles using the panel on the righthand side. Anything you enter will be reflected live on the preview on the left. In our example below we’ve gone for the imaginative ‘Example Title’ and ‘Example Subtitle’, but we’re sure you can think of something better when crafting your own reports!
About report types
This is the default report-type for both charts and tables and your go-to option in most scenarios. A report can be used to focus on almost anything, from your incomes over the past 7 days to a forecasted picture of your projected cashflow.
As the name implies, a comparison report allows you to compare performance. You can use a comparison report to view performance versus budget or target or scenario versus scenario.
A tracking report allows you to report on Xero tracking and Quickbooks classes and location data. Using a tracking report you can drill into the detail of tracked items, create formulas for tracked data and truly see under the hood of any business.
Using a proportion report you can create a proportional breakdown of the data you’ve added to your report, whether it be a percentage breakdown of costs or one KPI against another. Proportion reports come in two flavours – pie or doughnut – and can only be used with charts, not tables.
Selecting a report type
You can quickly select between different report types when a chart or table is in edit mode. Any change you make will be instantly reflected in the page preview, but crucially, not saved. If you change your mind you can always hit discard changes in the top right!
Picking a date range
We give you amazing flexibility to report on the data which matters to you when it matters to you and in the way that matters to you, and date ranges are no exception. Any chart or table you create can report on data daily, weekly, fortnightly, four-weekly, monthly, quarterly or yearly. By default any date range you select will be relative (either previous to or following from) the default date you selected when creating your report. However, you can override this on an individual basis by pressing ‘Set Custom date’.
Choosing a data source
As an all-in-one reporting and forecasting solution, we allow you to both reports on the past and look to the future. Use the Data Source option to display actual data, forecast data or a combination of Forecast and Actual data, and start gaining greater insight into both your business past and present and your business future.