Engaging donut charts can significantly enhance your reports by clearly and concisely representing your data.
This guide is designed to walk you through the process step-by-step, ensuring you can easily navigate our platform and utilize all the features available to create your custom donut chart.
Let's dive in!
Getting Started: Access the Reports Module
First, you'll need to head over to the Reports module on our platform. Here's how:
Navigate to Reports: Look for the Reports module within the platform. This is your starting point for all data visualization.
Initiate a New Report: Find the 'New Report' button at the top right corner of your screen.
Clicking this button will begin creating a new report, where you can add widgets, including donut charts.
Adding Your Donut Chart Widget
Once you're in the report creation interface, it's time to add your donut chart widget. Follow these steps:
Step 1: Click the 'New Report' button at the top right corner of the Reports module.
Step 2: Give your report a name for easy reference later on.
Step 3: Click 'Add your widgets' to explore the widget options available for your report.
Step 4: Users can customize a widget according to their preferences, choose from the saved templates available under 'select from your templates,' or use Revlitix templates.
Step 5: Choose the Widget Type as Donut Chart and provide a suitable Widget description.
Step 6: Select the Channel name for which you want the Donut Chart displayed.
Step 7: Choose the Object for which the Chart must be built.
Step 8: Determine the Time Range for creating the Donut Chart.
Step 9: Click 'Date' from the 'Date Field.'
Step 10: Select the 'Apply To' based on the Object.
Step 11: Choose as many 'Labels' as possible to form the Donut Chart.
Step 12: By selecting the Metrics, the Donut chart is created for the Labels with the Metric details.
Step 13: Advanced Settings – Personalize Your Chart
Customize Chart Color:
Click on the color box next to the labels.
Select a color from the palette that fits your brand or presentation style.
Exclude Data for Weekends:
If you don't need weekend data, tick the checkbox to exclude these days from the chart.
Leave the checkbox unchecked if you want weekend data included.
Save as Template:
If you'd like to reuse this chart configuration in the future, select the "Save Template" option.
Step 14: Complete and Create Your Widget
Finally, to complete the creation of your donut chart, click the 'Create Widget' button.
Your recently created Donut Chart is now available under the Reports.