Graphic builder is an innovative feature designed to enhance the user experience by allowing the grouping of various types of graphs, including properties, contacts, events, and leads, into a single view. This functionality is indispensable for meetings and presentations, offering a streamlined approach to create detailed PDF reports.
In this article, you will learn:
How to create graphs
How to create a group
How to add graphs to a group
How to view the graph report
How to print the graph report
Creating Graphs: A Step-by-Step Guide
1. Inside every list page (Leads/Deals, Leads/New Listings, Properties, Events, Contacts) the filtered results can be viewed as a list or as a graph.
2. Select the filters you want.
3. Click the “Graph” button to view results as a graph:
New - select this option if you want to create a new graph.
List of existing graphs - select one of the existing graphs. Please note that the graphs listed are you own or all graphs from all users that are marked as “Public”.
4. Select the graph settings:
Chart type - line, pie, funnel, column, bar or donut
Group by - choose from a list of grouping options how you want your information to be presented
Sorting
5. To save this graph, click “Save” and select:
Name - the title of the graph.
Make public - decide if other users will be able to view (but not edit nor delete) this graph.
6. Save current Filter:
If you have chosen any filters, selecting this option will save them. In the graphs group view, the system will show you the results with the filters, except for the date ones
If you don’t select it, any filters made will not be saved.
Saving the graph like this means the next time you open the graph in this page, you will be able to view all events of the “Viewing” type, grouped by agency. If the “Save current Filter” was not selected, the next time you opened the graph in this page, you would view all events (no matter the type), grouped by agency.
Every time you edit a graph which has this option active, the popup will show it disabled. This is made so that the user does not overwrite the selected filters by mistake.
If you want to change the current filters in a graph with saved filters, select the new filters, edit the graph and select “Save current Filter” before saving.
How to create a group
1. From the CRM menu, select Report and then Graphics. Click “Add group” to create a new group.
2. Fill in the name of the group and click “Create group”.
The group configuration popup allows you to:
Group name - edit the group name
Make it public - select this option if you want all users to view/edit your group
Add Graph
Page - select the type of graph you want to add
Graph - select the graph from a list of saved graphs. Please note: each user will only be able to view their own graphs or graphs marked as public
Add - add the graph to the group
You can add as many graphs as you want. ⚠ Please be aware that the performance of the graph view may vary according to the number of graphs in a group ⚠
4. Arrange the graphs in the order you want them to appear. You can also delete them from the group.
5. Select “OK” where you’re finished editing the graph.
How to add graphs to a group
You can do it two ways:
#1 - From inside the graph - after saving a new graph or viewing an existing graph, a new button will appear next to the “Edit” button - “Add to group”:
New group - select this to create a new group. ⚠ After creating the group, click “Add to group” again and select it from the list ⚠
List of existing groups (your own and also public groups) - select one of the groups listed to add the graph to that group.
#2 - From inside the group - access the group list (in the dashboard or from the side menu) and open the group you wish to add graphs to:
To add a graph, first select the page from where you want to add it to filter all own/public graphs:
Then, select from the list the graph you want to add:
Click “Add” to add the selected graph to the right pane:
The right pane allows you to choose the order of the graphs using drag and drop. You can also delete graphs in the bin icon:
Click OK to save changes.
How to view the graph report
#1 - Open it directly from your dashboard
If you have created at least one group of graphs, a new button will be available on the dashboard - Graphics. When you click it, all the groups you have access to are displayed and you can select one of them to go directly to the page.
#2 - Open it from the Reports / Graphics menu
Inside the graphs group list, click the generate button of the group to open a view with all the graphs in the selected order:
What will be shown after doing each of the options:
Results will be automatically filtered by “Last month”. However you can change the date to:
Last two weeks
Last week
Custom range - select a custom date interval to insert specific dates from a calendar
How to print the graph report
Click the “Print” button to export the view to a PDF document:
This feature is available in the PREMIUM Plan.
If you have any additional questions, please contact us through Chat or send an email to: help@casafaricrm.com