Custom report chart types
Last Update: Oct 2024 • Est. Read Time: 3 MINKustomer provides various types of reporting charts that let you analyze and show your data to other users.
Who can access this feature? | |
User types | Managers can access and create custom reports. |
In this article
When creating a custom report, you can choose from different chart types to best display your data. This article shows how the Inbound Conversations by Channel metric looks with each chart type.
Column chart
The column type is best used when you want to show values categorized by different characteristics.
As with other chart types, this chart is also calculated over time.
Line chart
Use line charts for counts or proportions of one variable and one value you want to track over time.
Stacked column chart
Stacked column charts are ideal when comparing counts or proportions of one variable and two or more values.
This chart type calculates metrics over time. Common use cases for this type would be “conversations by status” or “customer sentiment on conversations with a closed status”.
Area chart
An area chart is very similar to a line chart and represents the evolution of a numeric variable.
The X-axis represents time or an ordered variable, and the Y-axis gives the value of another variable. Data points are connected by straight line segments, and the area between the x-axis and the line is filled in with color or shading.
Area charts are ideal for showing data around volume changes over a period of time.
Stacked area chart
Stacked area charts are great for understanding the composition or contribution of subgroups to a total value over time.
Pie chart
A pie chart is a graph that displays data in a circular graph. The pieces of the graph are proportional to the fraction of the whole in each category. In other words, each slice of the pie is relative to the size of that category in the group as a whole. The entire “pie” represents 100 percent of a whole, while the pie “slices” represent portions of the whole.
This chart type is best used when presenting a sum of several variables in one category. You can use this to show conversations broken out into status or resolution types or the sum of all new customers in the last month segmented by a custom field.
Note: A pie chart is helpful when displaying data for around 6 categories or fewer.
Table
The data table chart is best used when pure numerical values are all you’d like to display. This chart type focuses more on surfacing actual data than on displaying it in a visually appealing way.
KPI Card
A card chart is best used when you want to see how your teams are performing against your Key Performance Indicators (KPIs). Cards will return one data point from all the data across your entire date range rather than the hourly or daily intervals you might use in other chart types. With this card, you can see how the metric is currently trending compared to the prior period. In this example, since we are viewing the last 7 days, the card shows that there's been a 32% increase in inbound conversations since the last period.
You can remove this value from your cards by deselecting the Show change from previous period check box when building your chart.
When adding KPI cards to your report, note the following:
- KPI cards can only exist on rows with other KPI cards. You cannot combine KPI cards and other chart types on the same row.
- You can add up to 4 KPI cards in a single row.