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Reports (legacy)
Designing and customizing your report
Designing and customizing your report
Adding visualizations, narrative text, images and customizing graphs
Justin Kearney avatar
Written by Justin Kearney
Updated over a week ago

This information relates to the legacy Reporting module, currently being modernized into reporting features available within the dashboard itself. Once this modernization has reached feature parity and reports have been migrated, the legacy module will be decommissioned in favor of the modern, dashboard first reporting experience. Reporting is only available for users on Dexibit's Growth or Enterprise pricing plans.


To customize a chart's date range or a reporting period, refer to this article.

Add a visualization, narrative text or image to a report by editing a cell

The structure of the report design canvas is set using rows comprised of columns widths to provide cells into which content can be added, including visualizations, narrative text or images.

To edit a cell, click the cell. The report editor panel will pop up to the right hand side.

To add a visualization, search the Catalog and click the plus button next to a visualization. The visualization will appear on your report.

To add narrative text, click on the Text tab of the editor panel. Type and format your text as desired (if the text is too long for the cell, the bottom of the text will be hidden).

To add an image, click on the Image tab of the editor panel. Click to upload your image by browsing your computer and uploading (if the image dimension is not proportionally sized for the cell, it will stretch to suit). The file size of an image will contribute to the file size of a report when downloading to PDF or sending to email.

When complete, Save your report (either at the bottom of the report editor panel, or at the top right of the report screen).

Customize visualizations in a report by configuring panels

Once you have added a visualization to a report, you can further customize visualizations by configuring the panels:

  1. For master visualizations, configuring the chart appearance (captioning a chart, selecting a chart type, selecting visible data series, toggling labels and markers, displaying other information or details and selecting the data frequency)

  2. For most visualizations, selecting a custom date range option for the visualization (including those automatically triggered by the report’s schedule)

  3. For select data series, filtering the visualization by a query

Various visualizations can have various chart appearances, custom date ranges and queries for powerful report design control.

To customize visualizations on a report, toggle ‘Configure panels’ from the top horizontal menu bar.

Once the report is in configuration mode, you’ll see chart appearance, custom date and query filter options on the top right of various visualizations.

Refer to the sections below on configuring a chart appearance, and filtering using a query. To customize a chart's date range, refer to this article.

Adjust the appearance of a visualization (chart type and overlay information)

To adjust a visualization’s appearance, click on the visualization control graph icon at the top right of select ‘Master’ visualizations.

From there, you can configure the chart appearance:

  • Which data series you wish to display on the visualization

  • What chart type you wish to choose (area, bar, line or spline; including whether to stack area charts)

  • Whether you wish to display the visualization’s labels, where the actual numeric value will display above the data

  • Whether you wish to display the visualization’s markers, where shapes will appear on the series for each data point on a series

  • Whether you wish to overlay visitation

  • Whether you wish to overlay the almanac calendar items

  • The granularity of data to display (daily, weekly, monthly, quarterly or yearly)

You can also reset a visualization back to its default settings. Click OK once complete, or cancel.

Adding a query to a visualization

To apply a query to a visualization, click on the query cog icon at the top right of visualizations of select data series:


  • In a dashboard, the query will apply to the entire dashboard

  • In a report, the query will apply to the select visualization

  • Queries are common to all users within a location and can only be edited by administration users.

From there, you can create a new query, edit an existing query, or edit the default query (which applies for all users, until they select an alternate query), choosing which data categories should display (for example with ticketing data, which products). You can also reset your view back to the default query. Click OK once complete, or cancel. Your view will refresh to apply the change.

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