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
   • Cartesian charts label each axis with the selected field name. You can override those titles with the optional X-axis title / Y-axis title fields
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 — see How fresh the data is.

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 ten 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.

Display Formatting

You can format a chart's measure — its axis values, tooltip values, and the number on a stat chart. Formatting never applies to category labels, ids, or dates.

Choose a number style: plain, currency, or percent. Currency uses the account's region setting, so the symbol and grouping follow the region configured for the team account rather than the viewer's browser. Percent appends % to the value and does not rescale it — a measure of 12.5 renders as "12.5%".

You can set decimal places to automatic or a fixed 0–4, turn on compact notation so 1,200,000 appears as 1.2M, and add an optional prefix or suffix of up to 8 characters each.

A stat chart is configured with a measure and an aggregation only — no category axis and no row limit. It saves, edits, duplicates, and pins to a dashboard like any other chart.

How Fresh the Data Is

Every chart card carries a short line under the plot telling you where its numbers came from and how old they are.

Hover the line to see the exact date and time, whether the last refresh was manual or scheduled, and whether it failed.

When the Line Turns Amber

Updated … turns amber when the data is older than it should be:

• On a report sheet with a refresh schedule, older than the schedule's interval, plus half an hour of slack for the refresh itself to run.
• Everywhere else — no schedule set, or Assignar Operations data — older than 24 hours.

It also turns amber as soon as a scheduled refresh fails, whatever the age, so a report quietly falling behind looks different from one that is simply due.

Live and Imported … never turn amber. A live chart is never old, and a hand-built sheet is not "late" — nothing was supposed to update it.

Note: Charts built from Assignar Operations are judged against the 24-hour rule, not against a report's schedule. Scheduled refresh does not cover Operations sheets in this release — see Refreshing on a schedule.

The same line appears on dashboard tiles and in the Charts pane of the report editor, so a number carries its age wherever you meet it.

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.

Saved Widgets

Configured KPI and Top by total widgets can be saved into this same library. On a dashboard tile, open Configure and choose Save to library. The widget appears here with a KPI or List badge, and the dashboard tile switches to a library link.

From a saved-widget card you can:

• Edit — change the name, data source, aggregation, and display options. Saving updates every dashboard that uses this widget (the same as editing a chart)
• Add to dashboard — place it on any of your boards
• Duplicate — create a separate copy you can adjust without changing the original
• Delete — remove it from the library. Boards that still reference it show it as removed

Inline widget tiles that you have not saved keep their configuration on the tile only.

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