ReportBuilder - Charts and KPIs

Charts and KPIs allow you to paint a bigger picture about your organization's financial health. Whether you want to highlight income, expenses, or your budget, you can utilize the various Charts and KPIs to help bring life to your reports.

Section Types

There are three section types: Tabular, Chart, and KPI.  Each section within the report is designated to a specific type. It is possible to hide any section with a report so that you can utilize a Tabular section to define KPI values and not view the Tabular section on the finished report.

• Tabular - Standard report format with rows and columns specified by the row and column settings
• Chart - A chart section can contain one or more charts, based on the data sources specified in the overall Settings for the report. This section type IS NOT dependent on a Tabular section.
• KPI - Allows for various Key Performance Indicators to be added to the report on KPI cards. Each KPI can be a singular value or a comparison between two values. This section type IS dependent on having a Tabular section within the report, since each KPI is defined as a specific row/column on a Tabular report.

KPI Cards

KPI cards highlight one or two values to draw attention to key information. Each KPI card can show a red or green up or down arrow to indicate a favorable or unfavorable value or comparison. You can also choose to not show the arrow icon.

• Title - the title shown at the top of the KPI card
• Style - allows one of the styles from the report Settings to be assigned to the KPI value
• Value - identify the value by selecting a Tabular section and picking a row and column
• Comparison - to compare the value to another data point, select a Tabular section and pick a row and column to choose the specific cell for the comparison. The variance between the two values is is shown as a secondary, smaller number within the KPI card
• Comparison Text - the label for the variance
• Arrow Type - choose whether a positive difference is good or bad. For example, when you compare actual income to budgeted income, a positive number is good. But if you are comparing actual expense to budgeted expense, a positive value is bad. You can also choose to have no arrow icon shown at all.

Charts

The charts section allows for various types of charts. Each chart can be customized based on the data sources and other values specified in the report's Settings menu, the configuration of the chart, and the filters applied to the chart.  

Chart Layout Options:

• Title: The title that will display above the chart
• Chart Type: Choose the chart type (pie, column, bar, etc.) 
• Data Sources: Choose the desired source(s). These dropdowns will list the data sources specified on the Settings menu of the report
• Grouping: Determine how the chart should be segmented (options are accounts, account category and dimensions)
• Sub-grouping: Allows for segmenting by another level including months and quarters; the data source is the default sub-grouping

Chart Filter Options:

• Period: The time period to include
• Total Type: Select Expense, Income, or Gain Loss (Net)
• Dimension Filters: Allow for filtering to a specific dimension according to how your instance of Martus is configured

Chart Types

Bar – Excellent for comparing budget to actuals, budget to actuals to reforecast, or showing a single data source grouped by dimension, category, month or quarter

Chart notes: Data Source = Budget; Grouping 1 = Department; Grouping 2 = Quarters

Pie – Supports only one data source.

Chart notes: Data Source = Budget; Grouping 1 = Department

Columns – Compare multiple data sources or one data source and a secondary grouping

Chart notes: Data Source = Budget; Grouping 1 = Department; Grouping 2 = Quarters

Stacked Column – Note that this uses grouping and sub-grouping. Sub-grouping is especially useful for the Stacked Column and Stacked Column Percentage charts.

Chart notes: Data Source 1 = Budget; Data Source 2 = Actuals; Grouping 1 = Department; Grouping 2 = Quarters

Percent Stacked Column – Note that this uses grouping and sub-grouping. Sub-grouping is especially useful for the Stacked Column and Stacked Column Percentage charts.

Chart notes: Data Source 1 = Budget; Data Source 2 = Actuals; Grouping 1 = Department; Grouping 2 = Quarters

Note: Charts and KPIs cannot currently be exported with the PDF or Spreadsheet option. It is possible to screenshot the charts and KPIs for use in external reporting.