Add a Visual to a Custom Company Report

Objective

To add a visual to a custom report using the company's Reports tool. 

Things to Consider

• Required User Permission:
  • 'Standard' level permission or higher on the company's Reports tool
    AND
  • One of the following permissions for the tool being used as the data source:
    • If you are creating a report for the Directory tool, 'Admin' level permission on the Directory tool. 
    • If you are creating a report for a Core Tool, Project Management Tool or Quality & Safety Tool,  'Read Only' level permission or higher on the tool being used as the data source.
    • If you are creating a report for a Construction Financials Tool, 'Standard' level permission or higher on the tool being used as the data source.
• Prerequisites:
  • Complete the steps in Create a Custom Company Report.
• Additional Information:
  • The Add Visual button is only visible and available when the custom report's data set has fewer than 2500 records. See Why do I not see the Add Visual option on my custom report?
  • If your report has multiple tabs, each tab can include a maximum of one (1) visual. 

Steps

See Also

• Why is the Add Visual button unavailable on my custom report?