Add, edit, or delete graphs

In creating reports in the Reports Center, you'll also notice that you can add graphs to your reports. From pie charts to bar graphs, these graphical representations can help provide a comprehensive visualization of your data.

Graphs are not available for all reports in Cimpl. Nested reports, including the Service Contract Report, Billing Errors Report, and Department No Managers Report, do not support graphs, and do not have the Visual tab on the report page.

Data conflicts and graphs

You may encounter situations where the various data that you’ve selected to build your graph may not be consistent with one another. Inconsistencies can arise from either your choice of data or time period filters at the top of the page, or from your choice of graph configuration. In situations like this, the graphing function will default to only producing graphs based on the smallest value between two conflicting data ranges.

Example: You’ve selected 6 Months from the date slider at the top of the report builder page for the Invoice Base Report, but you’ve configured the graph to only display 5 months worth of data points from its selected series (by setting the Limit to menu’s value to 5).

The graph will therefore only produce a graph with 5 months of information. As for the directionality of the data displayed, i.e., rising values or falling values, will depend on whether you’ve selected Ascending or Descending as sorting functions, respectively.

Add a graph:

You can create up to 5 graphs per report. If you try to create a sixth report, Cimpl will prompt you to first delete one of the five graphs you've already created in order to free up capacity for the latest graph you want to build.

Open the report.
Click the Visual tab.
Click Add Graph. The Add Graph pop-up appears.

Note: If you don't see an Add Graph button, you likely don't have permission to create graphs. The Update Baseline Reports permission must be enabled for your user profile in order to gain access to graph creation. However, the Add Graph button will always be available for custom reports regardless of the permission setting for the other graphs.
Click a graph type to select.

Tip: You can hover over the graphs to read a brief description of each one.
Click Continue. The Configure graph page opens.
Select the data for your graph axis or pie sections. A validation message opens if you have not filled all required fields.
Click Preview to view your graph before adding it.

Tip: You can expand the preview of your graph to see it in a larger format by clicking the small black expand arrow icon at the top right corner of the preview window.
Click Apply. Your graph is added to the report and shows in the Visual tab.
Click Add Graph and go through the graph creation process again.

If you receive a Failed to load error message, go back and ensure that all of the columns and the date period being used in your graph are correctly set. If you receive a 'No data to display' error message, one or more of the columns or filters you've selected do not contain any data. In both cases, you'll need to go back and adjust your report settings accordingly.

Edit or delete graphs:

Click the Visual tab.
Click the More Options .
Select Delete to delete or Edit to open the configuration menu.
Make changes in the Configuration menu as needed.
Click Apply.