Quick Charts

1. Quick Chart

The Quick Chart tools can be used to create charts and data summaries. Quick Charts use the data in the current record set to create a visual representation and a table of data.

The tools are very basic, however, you can get accurate summaries very quickly. When using the Wizard, quick charts can be saved for later use.

2. Creating a Simple Quick Chart

1 If required, filter your data.

2. Click the Quick Report Menu, then click the chart type (Bar, Pie or Line)

3. Enter the title of your chart

4. Select the Categories field (this is the horizontal axis)

5. [Optional] Select the Series field

6. Click Ok

Watch the video to see how how to create a simple quick report. (0:39)

3. Using the Quick Chart Wizard

The Quick Chart Wizard will walk you though 5 steps to create you chart. You will be able to save your report. Before you begin, you must remember to filter your data to show only the records you wish to include in the chart.