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Claris Engage 2025 - March 25-26 Austin Texas ×

Charting Monthly Invoice Value and Customer Rating


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I want to set up a chart to easily view via line chart the total monthly invoices for each month.

With each new month, as new invoices are produced day by day, the line chart extends to show the new months total also.

Not sure how i can group each months total invoices on the chart, and set a month/year 'x' category at the bottom.

Then on the same layout i want a pie chart to display a break up of all customers, to gain a visual(%) of the total invoiced values, and their respective pie segments.

Then under that pie chart, a 2nd pie chart to display ONLY the top 10(largest invoice values) customers as well.

I am not sure what fields i need to chart the above data.

Can someone point me in the correct starting direction so i can get this started please?

This topic is 5025 days old. Please don't post here. Open a new topic instead.

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