Introduction to the Charts & Pivots Output Insights types

Charts & Pivots Overview

The Charts & Pivots output type transforms raw Qtrac visit data into interactive visual summaries. Instead of listing individual visit records row by row, Charts & Pivots aggregates data into charts, pivot tables, and trend visualizations giving managers and leaders the at-a-glance view they need for decisions, presentations, and QBRs.

How It Works

When you select Charts & Pivots as your output type, the Report Builder switches from a Columns-based layout to an axis-based layout. Instead of choosing which columns to show, you map your data fields onto chart axes. The chart engine aggregates the underlying visit data and renders a visualization based on your axis configuration.

The Builder Slots Explained

Filters

Filters limit the scope of data included in the visualization. Add fields like Location, Service, or Behavior Observation here to restrict which visits feed into the chart. Filter fields do not appear as chart elements they silently narrow the dataset.

Group By

Group By controls how data is segmented before it is plotted. Adding Location Name to Group By tells the chart engine to produce a separate data series for each location. This is the "break-out dimension" — the answer to the question "how do I want to slice the data?"

Y Axis

The Y Axis controls the vertical axis of the chart. For bar charts oriented horizontally (Stacked Bar, Clustered Bar), the Y Axis typically holds a time or date dimension (e.g., Check-in Date), so each horizontal bar represents a time period such as January, February, March.

X Axis

The X Axis controls the horizontal axis — typically the measured value. Adding Service Time in Minutes with an Avg aggregation to the X Axis means each bar's length represents the average service duration. You can set the aggregation on any numeric X Axis field: Sum, Average (Avg), Count, Min, or Max.

Legend

The Legend slot determines how the chart color-codes its data series. Adding Service Name to the Legend means each color in the chart represents a different service — stacked or clustered bars are broken out by service, and a legend key shows which color maps to which service.

Pivot Table: Rows, Columns, and Values

When Pivot Table is selected as the sub-type, the builder shows different slots:

• Rows - The left-side dimension (e.g., Location Name). Each unique value gets its own row.
• Columns - The top-side dimension (e.g., Service Name or Day of Week). Each unique value gets its own column.
• Values - The numeric measure shown in each cell (e.g., Average Wait Time, Total Served). You can add multiple values for multi-measure pivot tables.

Axis Behavior by Chart Sub-type

• Stacked Bar / Clustered Bar: Y Axis = category (date or group), X Axis = measured value, Legend = color series breakdown

  

   

• Stacked Column / Clustered Column: X Axis = category, Y Axis = measured value, Legend = color series breakdown

  

• Line chart: X Axis = time dimension, Y Axis = measured value, Group By = one line per group

  

• Pie chart: Group By = slice dimension, X Axis = slice size value; Y Axis and Legend are not used

  

• Pivot Table: Uses Rows, Columns, and Values slots axis labels do not apply

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Benefits

• Switch between chart sub-types instantly without rebuilding your field configuration
• Aggregate functions (Sum, Avg, Count, Min, Max) let you control exactly what is measured
• Include Legend toggle gives clean, presentation-ready charts in one click
• Group By and Legend together enable multi-dimensional storytelling in a single chart

Best Use Cases

• QBR presentations - trend lines showing wait time improvement over 6–12 months
• Branch performance reviews - clustered bar charts comparing all locations side-by-side
• Executive dashboards - stacked columns showing visit volume by outcome category over time
• Service analysis - pivot tables cross-tabulating service type vs. location vs. wait time

If you still have any questions, please feel free to get in touch with our Qtrac Support.