Chart Library and Builder

The Chart Library gives you one place to create and manage charts across your account. Open Reports from the sidebar, then select the Charts card on the Reports page (Reports → Charts). You can also go to /reports/charts within your team workspace.

You can build a chart from Pay data (or Assignar Operations) without creating a Custom Report first, or from a saved Custom Report sheet the same way as before.

Who Can Use the Chart Library

Access to Reports and the Chart Library requires the Reports permission (finance.reports). If you cannot see Reports in the sidebar, ask an account owner or admin to grant you that permission.

Create a Chart

1. Open Reports, select the Charts card, and click New chart.
2. Choose a data source (see Choose a data source below).
3. Choose the chart type and fields:
   • Select the category used for labels or grouping
   • Select a value and aggregation (Sum, Average, or Count)
   • For a stacked bar, select a series field
   • For a scatter chart, select numeric X and Y fields
   • For a map chart, pick a location-bearing source (dockets, form submissions, or timesheets captured from a form); points use the category for colour and the value for size
   • Set the name and any optional description, colour, or row limit
4. Check the live preview. It updates as you change the source, type, and fields.
5. Click Save chart.

The saved chart appears in the library immediately.

Choose a Data Source

The source picker lists two groups:

1. From Pay data — datasets from your account, grouped by category:
   • Financial
   • Labor & Payroll
   • Field Operations
   • Procurement
   • Job Costing
   • Forms
   • Reference
2. From report templates — sheets from saved Custom Reports

From Pay data

Pick a dataset, then pick the fields to chart. There is no sheet or cell-range step — that only applies when the source is a report template.

Some columns cannot be used as a measure (for example a pay rate). Summing them would not be meaningful, so they do not appear in the value picker.

Date range

Many Pay and Operations datasets support a date range filter in the builder. Use it when you care about a specific period.

Results are capped. A chart over a very wide (or open-ended) range may only include the first rows of data — not the full period. When that happens, the chart shows a notice so you know the view was truncated. Narrow the date range for a complete picture of that period.

Assignar Operations sources

Assignar Operations datasets (for example Ops Timesheets) appear under From Pay data in their own category when your account can use Operations reporting.

They require a connected Assignar Operations integration. If the integration is not connected, those sources appear greyed out with a short reason, and you cannot select them until the connection is in place.

Operations chart data comes from a saved snapshot, not a live query every time you open the library. That keeps charts fast to load. Use Refresh on the chart card to pull the latest data from Assignar Operations. The card shows when the snapshot was last updated.

Refreshing updates the shared snapshot for that source and filter combination, so every chart that uses the same source and filters gets the new data.

From report templates

1. Pick a source report.
2. Pick the sheet that contains the data you want to chart.
3. Optionally enter an A1 range such as A1:E50. Leave it blank to use the sheet's whole used range.

Charts from a report template read the last saved version of that Custom Report sheet. If you change source data in the report editor, save the report before returning to the library to see the updated chart.

Tip: Use a sheet with a clear header row. The builder uses those headers as the available field names.

Standalone Chart Types

The Chart Builder supports nine chart types:

A map chart is available when the chosen data source carries location information — today that is dockets, form submissions, and timesheets captured from a form. Points are coloured by the category field and sized by the value field; busy areas group into clusters that expand as you zoom. Rows without a location are not shown, and the chart tells you how many were left out. For timesheets this is expected — only timesheets captured from a form carry a location, so imported timesheets will not appear.

Manage Charts

Open the actions menu on a chart card to:

• Edit — reopen the Chart Builder and change its source, fields, type, name, or display options
• Duplicate — create a separate copy that you can adjust without changing the original
• Delete — confirm and remove the chart from the library

For Assignar Operations charts, use Refresh on the card when you want the latest Operations data (see above).

Charts Created in Report Templates

Charts created inside a Custom Report template also appear automatically in the Chart Library. Their card shows the source report name and the latest data from the saved workbook.

Choose Edit in report from the card's actions menu to open the original Custom Report. This is useful when you need to edit the source sheet, refresh its connected data, or manage a template-created chart in the report's Charts pane.

Adding a Chart to a Dashboard

Open a chart card's actions menu and choose Add to dashboard to place it on any of your dashboards. The tile stays linked to the chart, so editing the chart here updates every dashboard showing it.

The From your Pay data section on this page lists ready-made charts built from data you already have. Each one can be added straight to a dashboard, or Customised into your own editable copy in the library.

Related Guides

• Dashboards — arrange charts, tables and ready-made widgets on a board
• Charts and Pivot Tables — create live charts and pivots inside a Custom Report
• Custom Reports — build, save, and refresh spreadsheet reports
• Report Data Sources — choose the data that feeds a report sheet or a chart from Pay data