# Reports

Reports show record data in a visual format.

Use them to compare values, track trends, and surface key metrics.

{% hint style="info" %}
You need permission to create or edit dashboards.

Each report only shows data you have permission to view.
{% endhint %}

### Add a report to a dashboard

{% stepper %}
{% step %}

### Open the dashboard

Open the dashboard where you want to add the report.

Select **Show Settings**.
{% endstep %}

{% step %}

### Add the report

In **Components**, drag **Report** onto the canvas.
{% endstep %}

{% step %}

### Configure the report

Use the side panel to choose the data, chart type, and display options.
{% endstep %}

{% step %}

### Position and resize the report

Drag the report to move it.

Resize it from the corner handles.
{% endstep %}
{% endstepper %}

### Configure the report

#### Select the data and chart type

Choose the data set the report will use.

This is listed as an **Entity**.

Then choose a chart type.

Common options include:

* **Bar chart** for comparing categories
* **Line chart** for trends over time
* **Pie chart** for proportions
* **Table view** for detailed record lists
* **Heatmap** for distribution across measures

Different chart types show different configuration options.

For more detail on chart types, see [chart type guidance](/surecloud-docs/documentation/reporting/reports/choosing-the-right-chart-type-for-the-data.md).

#### Set axes and values

For charts such as bar, column, line, and bubble charts, select the attributes to plot.

Use attributes from the selected entity or a linked entity.

#### Add filters

Use **Add Filter** to limit the data shown in the report.

Examples:

* show only records where **State** is **Complete**
* show records with **Date Completed** in the last **2 months**

#### Choose an aggregation

Aggregation controls how values are calculated before display.

Available options include:

* **Count**
* **Sum**
* **Average**
* **Min**
* **Max**

For example, you can show the average **Risk Score** for each **Risk Category**.

#### Use series and stacking

Some chart types support extra grouping options.

* **Series** splits data by another attribute and shows a legend.
* **Clustered** shows bars side by side.
* **Stacked** shows values stacked in one bar.
* **100% Stacked** shows each bar as a percentage of the whole.

#### Set bubble size

Bubble charts let you choose another attribute for bubble size.

#### Set gauge limits and thresholds

Gauge charts use a start and end value.

The default range is **0 to 100**.

Use the **Display** tab to add threshold ranges and colours.

### Change display settings

#### Colours

Use the **Display** tab to choose a colour palette.

#### Trendlines

Some chart types support trendlines.

Available options include:

* **Linear**
* **Exponential**
* **Logarithmic**
* **Polynomial**

### Change labels

Use the **Labels** tab to set the report title and description.

Depending on the chart type, you can also label axes and series.

### Delete a report

{% stepper %}
{% step %}

### Select the report

Select the report you want to remove.
{% endstep %}

{% step %}

### Open the menu

Open the **context menu (⋮)** in the configuration panel.
{% endstep %}

{% step %}

### Delete the report

Select **Delete**.
{% endstep %}
{% endstepper %}


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