If you are an app administrator, you can create charts on the App settings screen and save them in your app. Once a chart has been saved, it can be selected from the app's main page (the View screen) anytime to display the chart with your most recent data.
Up to 1,000 charts can be saved per app.

Follow the steps below to create a chart on the App settings screen.

1. Click the App settings icon (the gear-shaped icon) at the upper right of the View screen.
   

2. On the App settings screen, click the Graphs tab.

3. Click the Create graph icon (the plus sign-shaped icon) at the right of the screen.

4. On the Graph screen, enter a name for your chart in the Name field.
   

5. Configure the settings in the Graph contents section.

   • Chart type
     Select how to display your aggregated data.
   • Group by
     If you want to apply grouping criteria for record data, configure the grouping here.
   • Function
     Specify how you want your data to be aggregated.
   • Filter
     If you want to limit the scope of data aggregation to certain records, set filter conditions here.
   • Sort by
     Select the sort order for the aggregated data.

6. If you want to set up periodic reports, select the Generate reports periodically checkbox and specify the interval for generating reports.
   

7. Click Save at the bottom right of the screen.

8. On the App settings screen, click Update app.

9. On the Update app dialog, click Update app.

This section explains the settings that can be configured under Graph contents.

Select how to display your aggregated data.
Chart types and their usage

For information on limitations when using a pivot table, refer to the following section.
Limitations when "Pivot table" is selected

If you want to apply grouping criteria for record data, configure the grouping here.
If you select a Date or Time field, you can group record data by month or day.
You can specify Level 1, Level 2, and Level 3. For example, if you create a clustered column chart, the Level 1 item values will be displayed on the horizontal axis and the Level 2 item values will be used as series of data.

Specify how you want your data to be aggregated.
If you want to find the latest or the oldest records based on the values of a Date field, select Maximum or Minimum.
The way your aggregated data is displayed will depend on the configured Function settings. For example, if you are using a clustered column chart, the Function settings will be applied to the vertical axis.

If you want to limit the scope of data aggregation to certain records, set filter conditions here.
When you specify filter conditions, you can also refer to the following links.

• Notes on using "contains" or "does not contain"
• Notes on using "= (equal to)"
• Filtering records with blank (unentered) field values
• Filtering records based on whether they have attached files
• How filter results differ when a department is specified as a filter condition for field values

Select the sort order for the aggregated data.
If you select Level 1, Level 2, or Level 3, the aggregate result is sorted based on the values of the field set for the selected item.

1. On the View screen, click the Graph icon.
   

2. Select a chart to display.
   

• The following limitations apply to the number of records and table rows that can be aggregated.

  • Up to 1,000,000 records can be aggregated (in ascending order from the first record number).
  • Up to 1,000,000 table rows can be aggregated when aggregating data that includes table fields.

  If either of these limits are exceeded, aggregated data will be displayed only up to the limit.

• If your chart is not displayed, you may be able to check its contents by exporting it to a file.

Also, make sure to keep in mind the following important notes about the options selectable in the Chart type section under Graph contents.

If the Group by section is configured, the total number of groups in the aggregated data must be 10,001 or fewer.
If the number of groups exceeds 10,001, the first 10,001 groups sorted by the Sort settings will be displayed or exported.

• Data can be sorted by Level 1, Level 2, or Level 3.
• Data cannot be sorted by Total.
• It is not possible to set up periodic reports.

To check your aggregated data on your screen, both of the following conditions must be met.
Otherwise, an error will occur and the aggregated data will not be displayed.

• If the Group by section is configured, the total number of groups in the aggregated data is 10,001 or fewer.
• If the Group by section is configured, the aggregated data must fit in 1,000 rows and 50 columns (excluding rows and columns for titles and total values).

• Conditions for exporting aggregated data to a CSV file:
  Both of the following conditions must be met. If either of the following limits are exceeded, aggregated data will be exported only up to the limit.
  • If the Group by section is configured, the total number of groups in the aggregated data is 10,001 or fewer.
  • If the Group by section is configured, the aggregated data must fit in 1,000 rows and 50 columns (excluding rows and columns for titles and total values).
• Conditions for exporting aggregated data to an Excel file:
  Both of the following conditions must be met. If either of the following limits are exceeded, aggregated data will be exported only up to the limit.
  • If the Group by section is configured, the total number of groups in the aggregated data is 10,001 or fewer.
  • If the Group by section is configured, the aggregated data must fit in 10,001 rows and 100 columns (excluding rows and columns for titles and total values).

• Conditions for displaying charts:
  If the Group by section is configured, the total number of groups in the aggregated data must be 500 or fewer.
  If the number of groups exceeds 500, only the first 500 groups sorted by the Sort settings will be displayed.
• Conditions for exporting aggregated data to a CSV file:
  If the Group by section is configured, the total number of groups in the aggregated data must be 10,001 or fewer.
  If the number of groups exceeds 10,001, only the first 10,001 groups sorted by the Sort settings will be exported.