Charts is a functionality in Fluix Tasks designed to help you transform real-time field data into clear visual insights. With Charts, you can visualize team performance and make data-driven decisions more efficiently, all without manually analyzing spreadsheets or reports.
Note: Charts are available on the Fluix Pro Plan. Compare all plans on our pricing page.
What Are the Key Benefits of Charts?
Charts enhance your daily operations by simplifying data interpretation and reducing time spent on manual analysis. Let’s dive into the core benefits aligned with how modern field teams work.
- Visual Insights at a Glance
Turn data from reports into intuitive dashboards using column, bar, or line charts. - Real-Time Data Sync
Chart results update automatically as new form submissions arrive in Reports, ensuring your dashboards always reflect the most current field activity. - Effortless Sharing
Charts can be shared instantly with supervisors, stakeholders, auditors, or leadership teams in a presentable manner.
Use Case Example: Field Performance Visibility
Imagine your field technicians complete work reports daily. Supervisors then need to track completion rates, delays, or recurring issues across multiple sites. With Charts, supervisors can:
- Visualize how many tasks each technician completes
- Compare task completion and delays across different sites or locations
- Spot recurring issues or equipment failures
- Charts provide a clear visual way to analyze inspection data by different dimensions, such as status, asset, assignee, or site, and to compare trends over time (day, week, month, quarter, or year). This allows teams to quickly understand performance.
How to Create Charts in Fluix
Charts are created based on data from Reports. Before creating a chart, make sure you have a Report set up. If you haven’t created one yet, please follow this guide: How to Create a Report. Once the report is ready, follow the steps below to create, customize, and manage charts.
Step 1: Open the Report You Want to Visualize
- Navigate to Fluix Tasks → Reports in the Admin Portal.
- Select the Report that contains the data you want to visualize.
- In the Report toolbar, click Add Chart.
Step 2: Select a Chart Type
- Column – vertical bars for comparing values across categories.
Bar and Line chart types will be introduced in an upcoming release. - Bar – horizontal bars for comparing aggregated values.
- Line – data points connected by a line to show progression.
Step 3: Configure and Add Your Chart
Each chart consists of the following configuration elements:
- Dimension
The category or grouping of your data (e.g., team name, date, site). - Metric
The numeric field you want to measure (e.g., task count, duration, number). - Aggregation
Determines how your metric is calculated in the chart. Based on the metric you select, the following aggregation options will be available: count, sum, average, minimum, maximum, and percentage.
Once your chart is configured, set a Chart Title and click Create.
Managing Charts
By clicking on the three-dots menu, you can manage your chart and perform several actions, including:
- Delete
Remove the chart from the Reports
Options like Edit and Export as Image will be introduced in an upcoming release. - Export as Image
Export the chart as a PNG or JPEG file for use in presentations or documentation. - Edit
Reopen the Chart Builder to adjust the existing configurations.
If you have any questions, contact our support at support@fluix.io, and we’ll be happy to help.