Viewing charts

Introduced in 2025.2

Analytics charts give you an interactive way to explore your ITSM and ITAM data. You can apply filters and switch modes to focus on the exact data you need, from high-level trends to detailed records.

To view a chart, go to Reports > Analytics and click the chart. Above the chart, you’ll find controls to apply time filters, add custom filters, and switch between viewing modes. You can also export charts and adjust chart settings from here.

To return to the chart list, click Close in the upper-left corner.

Date and time filters

Every chart includes drop-down controls that determine which date field is used and over what time range the data is displayed. The leftmost drop-down selects the date field the chart is based on. The available options vary by chart because they depend on the type of records being analyzed. The currently selected field is always shown on the button itself.

Next to it, another control allows you to choose a time range, such as a day, week, month, quarter, or a relative period like "this year so far" or "in the past." The currently selected field is always shown on the button itself.

These controls make it easy to compare the same data across multiple time periods without modifying the chart's saved configuration.

Custom filters

Selecting Add filter opens a searchable list of fields that you can use to further refine which records the chart includes. The list of fields available for filtering depends on the chart’s data source.

Filters are useful when you want to focus on a specific subset of data - for example, items in a particular status, assignments for a specific team, or records associated with a certain category.

Viewing modes

• Visualization

  Charts open in Visualization mode by default. In this mode, the data appears as a graph or as a table-style visualization if the chart is configured that way. This mode provides a clear, visual overview of patterns, proportions, and trends.

• Summarized Data

  Click Summarized Data to display the chart’s grouped results in a tabular format instead of a visual graph. Each row represents a group or category, along with its calculated metric value (for example, the count of records). This mode is useful when you need the exact aggregated values.

  Rows in this mode are not clickable, since this view is intended for summary analysis only.

• Raw Data

  Selecting Raw Data displays all individual records that contribute to the chart. This mode is useful when you need to review or verify the underlying data behind a trend or category. You can scroll and page through the results.

  Rows in this mode are also not clickable, because the Raw Data view is focused on listing the underlying records, not on record editing or navigation.