Forum Discussion
Hi SkyTriv,
So typically your first step in this instance is to go into the table that holds your Order records. Then in that table you would build out the chart you are looking for. For example if you wanted a simple pie chart that showed open versus closed you would create a report/chart, select chart as your option, and then when you go into the report builder you would select the chart type you are looking for and define your Series (which is most likely the field you use to indicate if an order is open and closed) and then your Data Value (which sounds like # of orders). It should look a bit like the linked screenshots below that are a Project report sorting by Status, you would just want to use your Order Status field instead for your Series.
Then once you have the report built in your Orders table you can add a report widget to the customer service dashboard and add that specific chart to the dashboard. I hope this suggestion is helpful.
So typically your first step in this instance is to go into the table that holds your Order records. Then in that table you would build out the chart you are looking for. For example if you wanted a simple pie chart that showed open versus closed you would create a report/chart, select chart as your option, and then when you go into the report builder you would select the chart type you are looking for and define your Series (which is most likely the field you use to indicate if an order is open and closed) and then your Data Value (which sounds like # of orders). It should look a bit like the linked screenshots below that are a Project report sorting by Status, you would just want to use your Order Status field instead for your Series.
Then once you have the report built in your Orders table you can add a report widget to the customer service dashboard and add that specific chart to the dashboard. I hope this suggestion is helpful.