Analytics

Charts and widgets

Charts are built on a panel's Graphs tab, from its own columns. Anything you build there can be resized, opened full screen, exported, or pinned to the dashboard.

The chart types

Type	Best for	Works well on
Text	A single number, large — the headline figure	Any column with an aggregation: count of rows, sum of value
Bar	Comparing categories against each other	Status, Category, Dropdown, Owner
Line	Change over time	Date and Date Time columns
Pie	Parts of a whole, few categories	Status, source, channel
Doughnut	The same, with room for a total in the middle	Status, owner distribution

A Graphs tab with four widgets: a large number tile, a bar chart by status, a doughnut by owner and a line chart over time — A Graphs tab, built from the panel own columns.

Building one

Open the panel → the Graphs tab. Add one with the + on the tab strip if it does not exist yet.
Add widgets.
Choose the column to chart.
Choose the chart type.
Resize it on the grid, and open its Settings to adjust.

Choosing the right one

A quick rule. Comparing things → bar. Watching a trend → line. Showing a split of a whole with fewer than about six slices → pie or doughnut. One number people check every day → text. If a pie has ten slices, it should have been a bar chart.

Charts follow the data

A widget reads the panel it lives on, so it respects that panel's sections and reflects changes as they happen. A chart on a Ticketing panel's Open section shows open tickets; the same chart on Archive shows the archive.

It also respects permissions. Someone with Must view only its own Panel Data sees charts built from their own rows, not the team's.

Widget actions

Action	Where
Resize	Drag the widget's corner on the grid
Full screen	Widget menu (⋯)
Settings	Widget menu — chart type, column, and the controls below
Export	Settings → Export. Queues the underlying numbers as a background task
Pin to Dashboard	Settings → Pin to Dashboard
Delete	Widget menu. Removes it from the Graphs tab

Aggregations vs charts

Not everything needs a chart. A column aggregation puts a total in the table footer with no widget at all — often the faster answer for “what is the sum of this column right now”. Reach for a chart when you want the shape of the data, not just its total.

How do I…

Chart a column — Add a Graphs tab → Add widgets → pick the column and the chart type.

Show one big number — Build a text widget and give it the aggregation you want.

Put a chart on the dashboard — Widget Settings → Pin to Dashboard.

Get the numbers behind a chart — Widget Settings → Export, then collect it from Background tasks.