Create Visual Reports

Visualize your data to guide users to insights and next steps 

Visual Reports allow you to visually display your data to get a quick glance at the metrics most important to you. You can embed several Visual Reports in a Dashboard to provide a holistic view of your GRC program. 

The following types of charts are supported:

• Line

• Area

• Bar

• Scatter

• Heatmap

• Donut

• Metric

• Gauge

How to create Visual Reports

1. Navigate to Reports > Visual Reports using the menu. Click + New Visual Report.

2. Select a Workflow or a Table Report as the dataset for the Visual Report and click Continue. 

3. Choose the Chart Type you want for your Visual Report and click Continue. 

• Line, Area, or Bar charts, you will be prompted to select a Field that will serve as the X-Axis.
• Scatter or Heatmap, you will be prompted to select Fields for the X-Axis and Y-Axis respectively. 
• Donut chart, you will be prompted to select a Field that by which the chart will be sliced.
• Gauge chart, you will be prompted to select a Field based on which the gauge is displayed.
• Note that only discrete Fields can be added to Visual Reports. Available Fields for each chart are: 
  • Line, Area, Bar: Date Picker, Select, Multi-Select, Radio, Checkbox, User, Calculation, E Signature, Due Date, User Groups, Step
  • Scatter: Date Picker, Select, Multi-Select, Radio, Checkbox, User, Calculation, E Signature, Number
  • Heatmap, Donut, Metric, Gauge: Select, Multi-Select, Radio, Checkbox, User, Calculation, E Signature, User Groups, Step