Pie Settings

Select one or more of the available report settings tabs:

General Tab

Select how numbers should be displayed on the pie chart:

  1. Select one of the Currency Formatting options:
    • Inherited: Selected by default
    • With Decimals: 1,000.00
    • Without Decimals: 1,000
    • Thousands: 100,000.00 or 100,000
    • Thousands with decimals: 100.00
    • Millions: 1,000,000.00 or 1,000,000
    • Millions with decimals: 1.00
  2. Select one of the Show currency format in title options:

    3. Note: This option is not available when Inherited is selected in the Currency Formatting drop-down menu.

    • Yes: Display the currency format on the report/graph title.
    • No: Hides the currency format on the report/graph title.
  3. Select one of the Volume Formatting options:
    • Inherited: Selected by default
    • With Decimals: 1,000.00
    • Without Decimals: 1,000
    • Thousands: 100,000.00 or 100,000
    • Thousands with decimals: 100.00
    • Millions: 1,000,000.00 or 1,000,000
    • Millions with decimals: 1.00
  4. Select one of the Show volume format in title options:

    5. Note: This option is not available when Inherited is selected in the Volume Formatting drop-down menu.

    • Yes: Displays the volume format on the report/graph title.
    • No: Hides the volume format on the report/graph title.

Note: Click Save at anytime to view your changes.

Pie Tab

  • Display Options: Select one or more of the desired Display Options. Available options are:
    • 3D: Select this checkbox to display the chart in 3D.
    • Legend: Select the checkbox to display the legend on the chart. Clear the checkbox to hide the legend. By default, Legend is selected.
      • Legend Value: Select the checkbox to display the text and numeric legend values on the chart. Clear the checkbox to hide the legend values. By default, Legend Value is selected.
    • Show Total: Select this checkbox to display the grand total within the upper right corner of the chart.
  • Select Records: Select the records to display on the chart:
    • All: Displays all records on the chart. This is the default.
    • Top: Displays the top X number of records on the chart. Click the drop-down arrow next to the box to select the number of top records to display.
    • Bottom: Displays the bottom X number of records on the chart. Click the drop-down arrow next to the box to select the number of bottom records to display.
  • Labels: Select how to display the labels on the chart:
    • None: Labels are hidden. This is the default.
    • Value: Labels values display numerically.
    • Percentage: Labels values display as percentages.
  • Tool Tip Labels: Available options are: Value, Percentage and Value & Percentage. By Default Value is selected.
  • Explode: Select how to explode the chart:
    • None: This is the default.
    • Largest Part
    • All
  • Number Suffix: Type a number or text value to append front of the vertical numeric values on the chart. Number Suffix does not apply to Currency.

Note: Click Save at anytime to view your changes.

Display Tab

  1. Original Label Value: Select the checkbox next to the label you want to override and type the new label in the Override Value box.
  2. Override Colors: Use this checkbox to override the colors on the chart. Select the checkbox and then click on the color and make a new color selection.
  3. Enable Color Gradient: Select one of the following:
    • Yes: To display the colors on the chart in gradient instead of a solid color.
    • No: To display the colors on the chart in a solid color.

Note: Click Save at anytime to view your changes.

Permissions Tab

  1. Standard Template: Select whether or not to use the standard template.
  2. Show in Upland WorkCenter: Select whether or not to display the report or graph/chart in Upland WorkCenter.
    • Yes: The report is available in Upland WorkCenter.
    • No: The report is not available in Upland Workcenter.
  3. Report/Chart Visibility: Select one of the following:
    • Public: Allows your report or graph/chart to be viewed and edited by all users. By default, this option is selected.
    • Private: Allows your report or graph/chart to be viewed and edited by you only.
    • Share: Allows you to set your report or graph/chart to be viewed by a specific user(s) or role(s) and give permissions. The Shared With field displays:
      1. Click the Select a value field and select the user(s) or role(s) for whom you want to share your report or graph/chart with.
        2. The roles display as follows: User Role Label (User Role Name).
      2. Click the arrow and select the permission for each user or role. The available options are:
        • Can edit and view: The default
        • Can view
      3. Click Add.

Note: Click Save at anytime to view your changes.

On Page Filters Tab

This tab displays all of the fields contained in the data source used to create the report.

  1. Select the field(s) that you want to filter.
  2. Click Save.