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.
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.
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.
How it works
Go to the Manage View section.
Click on the Reports tab.
Open a saved report.
Need help? See: Creating Custom Reports →
Click Create Chart.
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).
Preview your chart.
Click Save Chart.
Once your chart is saved, you can add it to a Dashboard to track live metrics.
Watch it in action
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 →
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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