Reports and charts

Build a chart by dragging fields, then filter, group dates, show the top N, compare periods and colour by rule.

A report shows one view of one table: a chart, a table, a pivot, a summary or a KPI card. Open a table and choose New report, or choose New report in a workspace and pick the table.

Build a chart

1. Choose a chart type.
2. Drag a field to X axis, such as Date or Region.
3. Drag one or more numbers to Values, and choose how each adds up: sum, average, count, count of different values, smallest or largest. A measure adds up by itself.
4. To split the chart by another field, such as Channel, drag it to Colour by.

The chart updates as you go. Choose Save and name it.

Chart types

Bar, horizontal bar, stacked, 100% stacked, line, smooth line, step, area, stacked area, bar and line combo (with a second axis), pie, donut, rose, funnel, scatter, bubble, heat map, tree map, sunburst, gauge, radar and waterfall. Tables, pivots, summaries and KPI cards are reports too.

Dates

A date on the X axis can be grouped by day, week, month, quarter or year, or by month of the year or day of the week to compare seasons. Weeks and the business year follow Settings > Year and week.

Filters

Add a filter for any field: equal to, one of, between, greater or less than, contains, starts with, blank or not blank. Date filters also take periods such as this month, last month, this quarter, this year, last 30 days and year to date. Periods follow your business's time zone.

Top N and sorting

Sort by the axis or by a value, and show only the top or bottom 5, 10 or 20, with the rest added up as "Others" if you want.

Work out more

For each value you can show:

• Running total - each point adds to the ones before.
• Percent of total - each point's share.
• Change from the period before - as a number or a percent.

A KPI card can compare with the period before or the same period last year, and show a target.

Colours by rule

Colour a bar, a cell or a KPI when its value is above or below a number you choose, such as red when the margin is under 20%.

Drill down

Click a bar or a slice to see the rows behind it, or to go one level deeper, such as from region to store.

Export

Export a report to PDF, Excel or CSV. On the Free plan a PDF carries a small "Made with Ellibo" line.

Version history

On Professional and up, each save keeps a version. Open Versions to see or bring back an earlier one. The last 30 are kept.