Creating charts
Introduced in 2025.2
If none of the existing charts meet your needs, you can easily build one from scratch using the + New Chart action in Reports > Analytics. Creating a chart lets you choose the data source, define how the data is grouped and measured, and configure the chart's appearance and sharing settings. You can also create new charts from existing ones, but choose a chart with the data source you want, since it cannot be changed later.
Select a data source
When you click + New Chart, the Select a data source window opens. This window lists the object classes available for charting, such as
TIP: To quickly find the required object class, you can use the Search sources search box at the top.
Click an object class to select it. The selected item becomes highlighted.
Then click Next in the upper-right corner. This opens the chart in Visualization mode with default settings applied. The chart is now ready to be configured.
Configure the chart
From this point, chart creation follows the same workflow as chart modification:
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To choose the chart type, group data, select metrics, and add data fields, see Modifying charts > General tab.
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To refine which records are included, see Modifying charts > Filter tab.
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To adjust visual presentation, see Modifying charts > Options tab.
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To control who can view the chart, see Sharing charts.
NOTE: Unlike in data views or dashboards, you can’t use the Revert button while creating a chart.
Save or discard a new chart
To finish chart creation, click Save.
If you decide not to keep the new chart, click Close, and then when prompted "Do you want to save the changes?", click No. You will return to the list of charts in Reports > Analytics.