---
title: "Basic Charts"
slug: "basic-chart"
description: "Design a basic chart."
updated: 2026-02-24T15:52:08Z
published: 2026-02-24T15:52:08Z
stale: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.fullcast.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Basic Charts

Use basic charts to display raw entities of data imported from the CRM such as accounts, opportunities, people, and products.

## Basic chart scenarios

Refer to the following examples of scenarios for basic charts and their configuration:

****Open opportunities by territory, broken down by amount and stage****

View the opportunity amount distribution across territories, with a breakdown by opportunity stage name.

![Chart displays the opportunity amount distribution across territories, with a breakdown by opportunity stage name.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(433).png)

| Field | Configuration |
| --- | --- |
| **Dimensions** | - `Territory: Current Node`****(Territory > Dimensions) - `Opportunities: fio_stageName `(Opportunities > Dimensions) |
| **Measures** | - `Opportunities: fio_amount` (Opportunities > Measure) - [Customize the metric](/v1/docs/customize-measures-for-a-report): - **Type:**`Stack` |
| **Timeline** | - `Opportunities: fio_closeDate`****(Opportunities > Dimensions) |
| **Filters** | - `Territory: Current Node`****(Territory > Dimensions) - **Operator:**`not equals` - **Value:** `Unassigned` |

****Accounts by territory and industry****

View the number of accounts in each territory, broken down by industry.

![Displays the number of accounts in each territory, broken down by industry.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(435).png)

| Field | Configuration |
| --- | --- |
| **Dimensions** | - `Territory: Current Node`****(Territory > Dimensions) - `Accounts: Industry`****(Accounts > Dimensions) |
| **Measures** | - `Accounts: ID`****(Accounts > Dimensions) - [Customize the metric](/v1/docs/customize-measures-for-a-report): - **Aggregation:** `Count` |
| **Filters** | - `Territory: Current Node` (Territory > Dimensions) - **Operator:**`not equals` - **Value:** `Unassigned` |

## Design a basic chart

1. [Create a report](/v1/docs/create-a-report).
2. In the chart designer, select **Basic Chart** from the right menu.
3. In the **Chart Title**field, type a unique name for the chart.

> [!NOTE]
> Note
> 
> If you don’t provide a name, the chart will populate a name based on selected dimensions and measures.
4. Configure the following fields:

****View Type****

From the dropdown, select one of the following:

  - **Chart:** Displays data in a bar graph.
  - **Tabular:**Displays data in a pivot table.

****Dimensions****

Dimensions define the x-axis of a chart report type or a column for the tabular report type.

  1. From the **Entities**menu on the left, search for a dimension.
  2. Drag and drop the dimension to the **Dimension**field.

> [!NOTE]
> Note
> 
> You can plot a maximum of two dimensions against a single measure, but you have [change the measure](/v1/docs/customize-measures-for-a-report) type to a stack or tree map.

****X Axis Caption**(optional)**

The label that displays for the x-axis data.

  1. Type a descriptive caption for the x-axis data.

****Y Axis Caption**(optional)**

The label that displays for the primary y-axis data on left of the chart.

  1. Type a descriptive caption for the primary y-axis data.

****Y(S) Axis Caption**(optional)**

The label that displays for the secondary y-axis data on right of the chart.

  1. Type a descriptive caption for the secondary y-axis data.

****Limit**(default is 1000)**

Change the range of data that displays for the report.

  1. Type the range of data you want to display for the report.

****Measures****

Measures define the y-axis of a chart report type or columns for the tabular report type that a dimension is plotted against.

  1. From the **Entities**menu on the left, search for measures.
  2. Drag and drop measures to the **Measures**field.
  3. Optional. [Customize the measures](/v1/docs/customize-measures-for-a-report).

> [!NOTE]
> Note
> 
> You can plot a single dimension against a maximum of five measures.

****Timeline**(optional)**

Period of time you want to view the data against.

  1. From the **Entities**menu on the left, search for time based measures.
  2. Drag and drop measures to the **Timeline**field.

****Filters**(optional)**

Add criteria to customize the filters for the data.

  1. From the **Entities**menu on the left, search for dimensions and measures.
  2. Drag and drop dimensions and measures to the **Filters**field.
  3. In the **Operator**field, select the condition to filter the data by.
  4. In the **Value**field, add the value to filter the data by.
5. Click **Plot**.

**Customer relationship management:**A software that centralizes customer data, communications, and automated processes.

## Related

- [Reports](/reports.md)