Produce Charts using Raw Data Reports

You can produce charts of the raw data you are viewing. 

1. Go to Reports 

2. Select the desired Raw Data Report from the sidebar menu  

3. Select Report Settings, Columns to Include, and Search Parameters (if applicable) 

4. Instead of exporting the data to a file, click on the [View …] button at the bottom of the page. 

5. In the “Results” area, click on the “Columns” menu, which appears down the right side of the area. 

6. Click and hold the left mouse button on the 12 dots next to a column name, to drag the selected column down into the “Groups” area.  Your view is now grouped by the column you have moved. 

7. Click and hold the left mouse button on the 12 dots next to a column name, to drag the selected column from the top down into the “Values” area to indicate the values you want to chart. 

8. Click on the column name in the “Values” section to choose the type of function to apply. 
   • Depending on the data, values can include min, max, average, sum, and count. 

9. In the “Results” area, highlight the region containing the grouped column and the values. 

10. Right click on the selected range and choose “ChartRange” from the menu 
    • Select the chart type (column, bar, pie, line, area, XY scatter / bubble). The chart type may offer sub-options. 

11. Optional: Customize the chart by clicking the options icon in the top right corner 

12. Optional: Click the download icon at the top right 

EXAMPLE: 

1. Go to: Reports >> Raw Data Reports and select the desired report to run. 

2. Select all statuses. 

3. Click the [Search] button 

4. In the “Columns to Include” section, choose only FirstName, LastName, and City (from the “Basic Columns” section 

5. Click the [View Profiles] button 

6. In the “Results” area, click on the “Columns” menu, which appears down the right side of the area. 

7. Drag the “City” column down into the “Groups” area.  Your view is now grouped by the “City” column. 

8. Drag the “City column from the top down into the “Values” area to indicate that you want to use “City” as the value. 

9. Click on the options icon to the left of the “City” column (in “Values”) and select “Count” as the function to use. 

10. In the “Results” area, highlight the region containing the grouped column (City) and the values (Count). 

11. Right click on the selected range and choose ChartRange >> Pie >> Pie