Create a new funnel chart

Funnel charts use the same data as funnel reports but present it as a graphical representation.

• Funnel charts work like any other report - you can download, share, and schedule them.
• See the full help site for guidance that also applies to funnel charts.

Opening a Funnel Chart

• Open a new funnel chart from the New report button on the homepage - the same as other reports.
• Alternatively, open one directly from the funnel - this associates the chart with the current funnel.

Creating a Funnel Chart from the Funnel Designer

1. Click the New funnel report button in the funnel designer.
2. Select one of the funnel chart templates - all report templates appear below a horizontal grey line.
3. Customise the funnel chart if required.
4. Click Run report to generate the results.

Valid Funnel Charts

• Funnel step must be selected as a column.
• A maximum of one row field is allowed - a chart is created for each row value. For example, the User funnel report template uses Assigned user as a row, producing one chart per user.
• If no row field is set, one chart is produced with aggregated data.
• Charts can have one or two values - Count is the most common. All funnel chart templates use Elapsed as a second value.