Chart

Definition

A Chart in Unifize is a visual representation of data extracted from reports. Charts help users analyze trends, identify bottlenecks, and gain insights into process performance through dynamic and interactive visuals.

By using charts, teams can track key metrics, compare data points, and make data-driven decisions efficiently.

Key Features

• Real-time Data Visualization – Automatically updates as records change.

• Multiple Chart Types – Supports bar, line, pie, and other visual formats.

• Interactive & Drill-Down Capabilities – Click on data points to access related records.

• Custom Filters & Segmentation – Apply filters to focus on specific data sets.

• Seamless Report Integration – Charts are linked to underlying reports for deeper analysis.

What constitutes a Chart?

Every Chart in Unifize consists of the following key elements:

1. Data Source & Filters

   1. Pulls data from reports, displaying relevant insights.

   2. Filters applied determine what data is visualized.

2. Chart Display

   1. Graphical representation of process data (e.g., bar, pie, line charts).

   2. Legends and color coding for easy interpretation of categories.

3. Linked Report Data

   1. Displays underlying records related to the chart.

   2. Users can click data points to drill down into details.

4. Customization & Export Options

   1. Create Another Chart – Build additional charts from the same dataset.

   2. Customize View – Modify filters, groupings, or chart type.

   3. Save & Share – Save the chart or export it for external use.

An exmple Chart on 'Pending documents by owner and status'

Charts in Unifize transform raw data into actionable insights, enabling teams to track performance, spot inefficiencies, and improve decision-making. With real-time updates, interactive drill-downs, and flexible customization, charts provide clarity and transparency in complex workflows