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.
- 'Standard' level permission or higher on the company's Reports tool
- 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