# Creating a chart from reports

Use **Charts** to visualize report data in Unifize.

Whether you're tracking CAPAs by status, overdue tasks by owner, or audit trends over time, charts make your data easier to understand and act on.

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### **What this does**

Charts let you build visual summaries (bar, pie, line, table, KPI) from any saved report — helping you spot trends, compare metrics, and share insights across your team.

> To create a chart, you must first create a custom report from your process data.

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### **When to use it**

Use Charts when:

* You’ve created a **report** with filters and need a **visual summary**.
* You want to **analyze trends** like issues by department or tasks overdue by user.
* You want to **embed visual charts into dashboards** for easier monitoring.

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### **How it works**

1. Go to the **Manage View** section.
2. Click on the **Reports** tab.
3. Open a **saved report**.

   > Need help? See: [Creating Custom Reports](/getting-started/first-steps-for-new-users/creating-custom-reports.md) →
4. Click **Create Chart**.
5. In the chart setup:
   * Choose a **Chart Type** (Bar, Pie, Line, Table, KPI).
   * Select fields to **Group By** and **Measure** (e.g., Status, Owner, Date).
   * Apply filters if needed (e.g., Date Range, Checklist Status).
6. Preview your chart.
7. Click **Save Chart**.

> Once your chart is saved, you can add it to a Dashboard to track live metrics.

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### **Watch it in action**

{% embed url="<https://www.loom.com/share/72b5f75f129d42adbcaae9e56100eb10?sid=f2a70fbe-e452-4f72-be17-1a0d66953691>" %}

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### **Pro Tips**

* **Keep it simple**: Each chart should answer one key question.
* **Use KPIs**: Perfect for counts like “Open CAPAs” or “Avg. Closure Time”.
* **Group by logical fields**: Use **Status**, **Checklist Owner**, or **Department** for better insights.
* **Name charts consistently**: Example – “CAPA by Status – Q1 2025” for easy search.

***

### **Where charts appear**

* Saved charts are listed in the **Charts** tab under Reports.
* You can add any saved chart to a dashboard.

  > Learn more: [Creating Custom Dashboards](/getting-started/first-steps-for-new-users/creating-custom-dashboards.md) →
* Clicking a chart segment lets you drill down into the **filtered checklist data** behind it.

***

Charts in Unifize turn raw report data into clear, actionable visual insights.

Start by building a custom report, create a chart from it, and optionally add it to a dashboard for real-time tracking.

This helps your teams save time, improve clarity, and make faster, data-driven decisions.


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