I am presently using Sugar Enterprise.  I'd like to create a bar and pie chart to augment my reports.  There are no drop downs to create visuals, i.e. bar and pie charts.  Looking for assistance plz.

Question

I am a new user and presently using Sugar Enterprise. I'd like to create a bar and pie chart to augment my reports. There are no drop downs to create visuals, i.e. bar and pie charts. Looking for assistance plz.

Michele Rebstock · Accepted Answer

Hi Michele, The bar and pie charts are available at the end of creating your report. You have 2 options. Summation Report with Details+Summation Report Select one of the 2 above. Select your module that you want to report on. Define Filters Define Group By - Want you want to group on Choose Display Summaries - What you want summary on Select AVG, COUNT* Max or MIN - I usually select COUNT Choose Display Columns - What you want to see on the report *Lastly, Select Chart Type Option of No Chart, Horizontal Bar, Vertical Pie and Funnel You can also check out following free course. https://community.sugarcrm.com/events/1110-sugar-reporting R