Design a Chart Report

The following steps walk a user, with write access to the module and architecture, through creating a Chart report in Reporter. This example uses a LAM architecture.

1. After a new report has been created, it must be designed. Ensure you are in the Report Designer pane of the Outlook Bar. Locate the newly created report in the tree view (under the Programs viewpoint in this example).
2. The default report type is Class, so you first need to change it. In the Home tab of the Ribbon Bar, find and select Chart in the Report Type gallery (you can use the arrows to scroll through the menu).
3. A confirmation window appears. Click OK to change the report type.
4. In the Report Details group of the Home tab, rename the report. The report name changes in the Outlook Bar once you click off of the Name field. If desired, add a description in the Description field.
5. New reports, and reports where the type was changed, are initialized without any nodes or relationships added. Unlike a Cross-Table report, a Chart report only needs a single element to bring in all the data from that selected node. The report will display the number of projects assigned to an organization. Click Add Element in the Configuration group of the Ribbon Bar. This adds the element to the Data Source Setup tab in the Content Pane.
6. This element identifies the Projects (LAM) node as the selected node. Select it in the Content Pane, and click the pencil icon in the upper right corner to enable editing. Complete the Info, Source Data, and Date Attributes tabs with the information shown. Click the Save button when finished.
7. In the Home tab of the Ribbon Bar, click the Save Report button. This saves the entire report design.
8. The SAR LAM data was used for these visualization steps. After the Chart report has been designed, the layout needs to be configured. Select the Report Viewer pane. In the Data tab, click the Show Field List button to display the field list in the Content Pane. The field list appears empty for a newly created Chart report.
9. Select the Home tab of the Ribbon Bar. Click the Refresh Grid button to populate the field list.
10. On the right side of the Content Pane, choose the fields to add to the report. For this report, click the boxes next to the Responsible Organization, Status, and Identifier fields. These fields are first added to the Row Labels box in the lower left corner. Click and drag the Status field from this box to the Column Labels box. Click and drag Identifier to the Values box. Notice that Identifier becomes Count of Identifier when moved, and the chart display automatically updates.
11. You can customize the layout through the options in the Layout tab of the Ribbon Bar. In this example, the chart type was changed to Bar, and Cluster was chosen from the Combine Mode menu. Show Legend was enabled. You can also add titles to the X axis and Y axis by typing in those fields.
12. To save your visualization settings, return to the Report Designer pane. In the Home tab of the Ribbon Bar, click the Save Report button.
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