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Custom Reporting is a self-service chart builder. Pick an object type, configure axes and aggregation, choose a visualization, and save the result. Charts can be personal or shared with your team, and any chart can be added to a dashboard.

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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. Switching object types clears the current chart builder so you start fresh.

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Building a chart

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

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1. Select an object type

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

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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).

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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.

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4. Choose an aggregation

When a Y axis is set, select how to combine values within each group:

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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.

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Chart types

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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:

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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: Auto interval picks the best bucket size based on how wide your date range is: 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.

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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: Number fields: Date fields: Boolean fields:

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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.

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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.

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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.