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.

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

Michele Rebstock - We also have more information about report charts in this section of our Application Guide.

Michele Rebstock - We also have more information about report charts in this section of our Application Guide.