Skip to main content
Custom Reporting is a self-service chart builder. You pick an object type, configure axes and aggregation, choose a chart style, and save the result. Charts can be kept private or shared with your whole team, and any saved chart can be added to a dashboard.

​
Object types

Every chart is built from one of six object types. Switch between them using the pill selector at the top of the page.
Object typeWhat’s included
AccountsCustomer accounts with MRR, health score, and custom traits
RequestsFeature requests and product feedback
MeetingsScheduled meetings with duration and attendee data
TasksTo-dos with status, priority, and assignee
IssuesSynced issue-tracker items (e.g. from Linear)
EmailsEmail threads with message counts
Switching object types clears the current chart builder so you start fresh.

​
Building a chart

Each chart is configured in a panel in the Chart Builder section at the bottom of the page.

​
1. Select an object type

Use the pill selector at the top of the page to choose which object type to work with.

​
2. Configure the X axis

The X axis is the dimension you want to group records by — for example, account name, request status, or a date field. Any trait except URL and email fields can be used as an X axis. When you select a date trait, additional date controls appear (see Date handling).

​
3. Configure the Y axis

The Y axis is the numeric value to measure per group — for example, MRR, duration, or message count. This field is optional: if you leave it empty, the chart defaults to a count of records in each group. Only numeric traits appear in the Y axis selector.

​
4. Choose an aggregation

When a Y axis is set, select how to combine values within each group:
AggregationWhat it computes
CountNumber of records in the group
SumTotal of all Y values
AverageMean of all Y values
MinLowest Y value
MaxHighest Y value
MedianMiddle value (50th percentile)

​
5. Select a chart type

Pick the visual format using the chart type pills. You can switch chart types at any time without losing your other settings.

​
Chart types

Chart typeBest for
BarComparing categories with vertical bars
Horizontal barLong category labels or rank comparisons
LineTrends over time, especially with a date X axis
PiePart-of-whole distribution (works best with 12 or fewer categories)
ScatterCorrelation between two numeric traits (requires numeric X and Y)
TableExact values and raw data review
Number / KPIA single headline metric displayed as a large number

​
Number / KPI charts

Select Number as the chart type to display a single aggregate value — useful for KPIs like total MRR, average health score, or open request count.
  • Choose a Y axis and aggregation to compute the value (e.g. Sum of MRR).
  • If you leave the Y axis empty, the chart shows a simple count of records.
  • Use the format dropdown to control how the number displays:
FormatExampleWhen to use
Auto4.5KGeneral use; abbreviates large numbers
Integer1,234Whole numbers with thousands separator
1 decimal1,234.5One decimal place
2 decimals1,234.56Two decimal places
USD (no cents)$1,234Dollar amounts rounded to whole numbers
USD (with cents)$1,234.56Dollar amounts with cents precision
Percent12%Percentages with no decimals
Percent (1 decimal)12.3%Percentages with one decimal
Percent (2 decimals)12.34%Percentages with two decimals

​
Date handling

When your X axis is a date field, the chart groups records into time buckets. Two additional controls appear: Interval — controls the bucket size:
IntervalBucket formatExample
AutoChosen based on the date range—
DailyDay2025-01-15
WeeklyWeek starting Monday2025-01-13
MonthlyMonth2025-01
QuarterlyQuarter2025-Q1
YearlyYear2025
Auto interval picks the best bucket size based on how wide your date range is:
Date range spanAuto picks
More than 2 yearsYearly
More than 6 monthsQuarterly
More than 2 monthsMonthly
More than 2 weeksWeekly
2 weeks or lessDaily
Date range — optional From and To inputs that clip the dataset to a specific window before aggregation. Click Clear range to remove the filter and show all data.

​
Filters

Add filters to narrow the data before aggregation — for example, show only open requests, or only accounts with MRR above a threshold. To add a filter:
  1. Click the filter icon in the panel header.
  2. Select a trait from the dropdown.
  3. Choose an operator.
  4. Enter a value if the operator requires one.
Multiple filters combine with AND logic — every condition must match for a record to be included. String, text, and select fields:
OperatorBehavior
equalsExact match
does not equalNot equal
containsSubstring match
does not containNo substring match
is emptyNull or blank
is not emptyHas a value
Number fields:
OperatorBehavior
=Equal to
!=Not equal to
>Greater than
>=Greater than or equal
<Less than
<=Less than or equal
is emptyNull
is not emptyHas a value
Date fields:
OperatorBehavior
beforeBefore the given date
afterAfter the given date
onExact date match
is emptyNull
is not emptyHas a date value
Boolean fields:
OperatorBehavior
is trueValue is true
is falseValue is false
is emptyNull
is not emptyHas a value

​
Saving charts

Once your chart looks right, save it so it appears in your saved charts grid:
  1. Click Save (the bookmark icon) in the panel.
  2. Enter a title for the chart.
  3. Choose a scope:
    • Personal — only visible to you.
    • Team — visible to everyone in your organization.
  4. The chart moves from the builder to the saved charts grid.
Saved charts are independent from dashboard snapshots. Adding a chart to a dashboard copies its configuration at that point in time — see Dashboards for details.

​
Editing saved charts

  1. Find the chart in the saved charts grid and click the pencil icon.
  2. The chart opens in the builder with an amber “Editing” banner.
  3. Make your changes — update axes, filters, chart type, format, or anything else.
  4. Click Update to save. You can also update the title at this step.
  5. Click Cancel edit to discard changes.

​
How-to examples

  1. Select Requests as the object type.
  2. Set X axis to Created At.
  3. Leave Y axis empty — the chart will count requests per period.
  4. Set Interval to Monthly.
  5. Switch chart type to Line.
You now have a month-by-month view of new request volume. Optionally set a date range to focus on a specific period.
  1. Select Accounts as the object type.
  2. Set chart type to Number.
  3. Set Y axis to MRR.
  4. Set Aggregation to Sum.
  5. From the format dropdown, choose $1,234 — USD integer.
The chart displays your total portfolio MRR as a large formatted number. Save it as “Total MRR” to add it to a dashboard.
  1. Build any chart — for example, request count by status.
  2. Click the filter icon in the panel header.
  3. Click + Add filter.
  4. Select trait Internal Request, operator is false.
  5. Optionally add a second filter — for example, Owner equals a specific CSM’s name.
All filters combine with AND logic. The chart now shows only the records that match every condition you’ve set.
  1. Select Meetings as the object type.
  2. Set X axis to Account.
  3. Set Y axis to Duration (min).
  4. Set Aggregation to Average.
  5. Switch chart type to Horizontal bar for readability when there are many accounts.
You now see average meeting length per account — useful for spotting which customers require the most time.
  1. Select Tasks as the object type.
  2. Set X axis to Status.
  3. Leave Y axis empty to count tasks per status.
  4. Switch chart type to Pie.
  5. Add a filter: Auto-created → is false to exclude automated tasks.
You get a visual breakdown of manually created tasks by their current status.