How to Create a Charts & Pivots Insights Report

Hi,

Thank you for visiting our Qtrac Knowledge Base library. We hope the below article will assist you. Based on your inquiry, it looks like you are trying to create a Charts & Pivots Insights report. In order to accomplish this, you will need the following permissions:

Admin or Manager role with access to the Insights module and report creation permissions.

Once you confirm that you do have access to these settings, please follow these steps:

1. From the main navigation, click Insights to open the reports list.
   

2. Click + New Report to open the report builder.
   

3. In the Output Type selector, choose Charts & Pivots.
   

4. Click "Creeate"
   

5. In the Filters section, add at least one Location and one Service these are required before the report can run.
   
   

6. Then click on the “(X)” Field Library to select the parameters you would like to include in the report.
   

7. In the Group By section, add the dimension to use as your segmentation for example, Location Name to produce one data series per location.
   
   

8. In the Y Axis section, add the field for the vertical axis typically a time or date field such as Check-in Date.
   

9. In the X Axis section, add the measured field for example, Service Time in Minutes.
   

10. Click the aggregation badge to choose Sum, Average, Count, Min, or Max.
    
    

11. In the Legend section, add the field that color-codes data series for example, Service Name to color each service differently in the chart.
    

12. In the Preview panel, open the chart type selector dropdown and choose your sub-type: Pivot Table, Stacked Bar chart, Clustered Bar chart, Stacked Column chart, Clustered Column chart, Line chart, or Pie chart.
    

13. Optionally check Include Legend to display a color legend, and enter a display title in the Report Title field inside the Preview panel.
    

14. Click Run Report to generate the visualization.
    

15. Review the chart. Adjust axes, filters, Group By, or chart type as needed, then click Run Report again to refresh.
    

16. Click Save at the top of the builder and enter a descriptive title.

17. Click Save to save the report.
    

Note: If you select Pivot Table as the chart type, the builder switches to Rows, Columns, and Values slots. Add your row dimension (e.g., Location Name), column dimension (e.g., Service Name), and value field (e.g., Average Wait Time) to their respective slots.

Note: Locations and Services are required filter fields. The Run Report button remains unavailable until at least one of each is selected.

Tip: You can switch between chart sub-types at any time in the chart type selector without losing your field configuration  great for quickly comparing how your data looks in different visualizations before committing to one.

We hope this article helped you out with your request and clarified things a little bit more.
If you still have any questions, please feel free to get in touch with our Qtrac Support.