Every report can also be shown as a graph or chart. They can show up in either the dashboard section, or the reports section in V2.
Video Walkthrough
For a visual walkthrough, watch the attached Loom video: How to create a chart or graph from a report in Wink V2. It demonstrates the process step by step for easy reference.
On a Report
Click on the “Reports” section, then click on “New Report”
Then click on a “Blank Report”
Simply add the report you want.
Hint: You can also use the Search Box for a much quicker find.
Then click “Select View Type”
You can choose from a selection of Data Table depending on how you wish to visualize the data on your report.
The next step is you can add or remove columns as needed to ensure that your report includes only the relevant information.
Once done click on “Save Report”
If you wish to edit/update the Report, just simply click on “Edit” located on the right hand side.
This will bring you to the designer window. Just don’t forget to click on the “Save” button on the right hand side once done.
On a Dashboard
Once you create a new dashboard, you will be asked to select the Report/Data Table that you want to create a chart or graph for.
Same as before, this will bring up a list of all your reports. Simply add the report you want.
Hint: You can also use the Search Box for a much quicker find.
Then click “Select Widget”
You can choose from a selection of Widgets depending on how you wish to visualize the data on your report.
The next step is to design your Widget. At this stage you can edit the “Layout”, change the “Setup”, “Customize” the Font or the Color, and add “Filters” to your widget.
Once done click on “Add to Dashboard”
This is what it will look like once you add it to the dashboard.
If you wish to edit/update any Widget on your dashboard, just simply click on “Edit” located on the right hand side.
Move your mouse to the upper right corner of the Widget you wish to edit/update. Click on the three dots, then click on “Edit”
This will bring you to the designer window. Just don’t forget to click on the “Save Changes” button once done
Once you've designed and saved your widget or report, it’s important to preview and verify that the chart or graph displays the data as you intended. After saving, you can always return to the "Edit" option if you need to make adjustments.