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Customize Analytics charts

Learn how to customize Analytics charts in dashboards via the web app.

We currently have a legacy and a new experience with the Analytics feature.

This article covers the new Analytics experience. Please ensure you're in the new experience by using the toggle on the upper-left of the Analytics page.

Why customize my Analytics charts?

Customizing your Analytics charts helps display the data that's most important to you and your organization. You can change chart styles, adjust attributes, and change filters to visualize trends in your organization.

We'll be adding more Analytics chart customization options in the future. If you have any feedback or suggestions, we'd love to hear them from you!

Customize a chart

  1. Log in to the web app.

  2. Select Analytics from the menu on the left-hand side.

  3. Click the dashboard.

  4. Click Edit iconEdit on the upper-right of the page.

  5. Scroll to the chart, where you can:

    • Select the metric and attributes on the chart's upper-left.

    • Change the chart style by clicking the current one on the chart's upper-right. Change the chart type for an Analytics report chart via the web app.

    • Add a title by clicking image, selecting Add chart title, then editing the title. If there's a title already, click image to edit it. Add a title to a chart in Analytics via the web app.

    • If required, add a KPI indicator by clicking image, selecting Configure KPI, and configuring the KPI in the pop-up window. Please note KPI isn't available to "Pie" and "Table" chart types.

    • If required, apply filters that only apply to this chart. Apply filters to a chart in Analytics via the web app.

  6. Scroll to the top of the page and click Save on the upper-right corner.

Frequently asked questions

In the Analytics feature:

  • metric is the measurement or calculation of data that's selected for a chart, such as inspection durations or the number of actions.

  • An attribute is an element by which you can breakdown your metric to gain more insights. Attributes, such as inspection date, can be selected to group metrics in different ways.

In the following example, "Actions" is the metric, which is grouped by the "Priority" and "Site" attributes.

Metrics and attributes on the web app.

Yes, the changes you make to an Analytics dashboard also apply to any user who can access the dashboard.

It may be because one of the charts has two of the same metric or attribute selected. Each metric or attribute can only be selected once in a chart.

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