Summary: Visualizing reports helps users quickly interpret data and spot trends. Different visualization types can be applied based on the nature of the data and the insights required. Proper field selection for each visualization type ensures accurate and meaningful representation.

Available Visualization Types

• Table: Display structured, detailed data rows in a classic spreadsheet-like format. Best for presenting raw data with multiple columns.
• List: Present a clean, simple list view of important records with a title and optional supporting details.
• Card: Highlight key metrics or important items in card formats for at-a-glance information.
• Bar Chart: Compare different categories horizontally by size. Useful for comparing counts like tasks by owner.
• Line Chart: Display data trends over time using connected lines. Ideal for monitoring progress or tracking growth.
• Area Chart: Similar to line charts but with filled areas underneath. Best for cumulative data over time.
• Pie Chart: Show proportions of a whole using slices. Perfect for visualizing task distribution by status or type.

Important: Always match the visualization type to the nature of your data for best results.

How to Add a Visualization

1. Prepare your Report Data: Select fields and generate the report.
2. Click “Add Visualization” at the top of your report results.
3. Choose a Visualization Type: Select the type that fits your data representation need.
4. Map the Fields:
   • For Table: Directly shows the selected fields.
   • For List: Map a Title Field and optionally a description.
   • For Card: Map a Title Field and key metrics if necessary.
   • For Bar, Pie: Select a Category Field and a Value Field.
   • For Line or Area Chart: Select a Date Field and a Value Field.
5. Customize Appearance: Configure titles, labels, sorting, and color schemes.
6. Save the Visualization: Preview and finalize the visualization added to your report.

Tip: Multiple visualizations can be attached to one report for different views of the same data.

Example Field Mapping

Visualization	Example Category Field	Example Value Field
Bar Chart	Task Status	Number of Tasks
Line Chart	Completion Date	Task Completion Count
Area Chart	Creation Date	Number of Tasks Created
Pie Chart	Project Name	Task Count
List	Task Title	(Optional: Due Date)
Card	Key Metrics like “Tasks Overdue”	(Metric Count)

Best Practices for Visualization

• Simplify your visuals: Avoid clutter and keep focus clear.
• Field Validation: Confirm selected fields fit the visualization purpose.
• Use labels and legends: Always clarify data points and categories.
• Experiment: Try different visualization types for clearer insights.
• Highlight key metrics: Especially using Card and List visualizations.