The Simple Chart report provides a way to visualize the distribution of your records based on dropdowns, multi-selects and tags fields. It generates a bar chart showing the total count for each available option within a field, giving you a snapshot of your data at a specific point in time.
This report is particularly useful for understanding the composition of your contacts and groups. For example, you can use it to see how many contacts have a specific tag, come from a particular source, or are at a certain stage in the Seeker Path.
To access this report, navigate to Metrics > Project > Simple Chart.
This report is interactive. You build the chart you want to see using the filters at the top of the page.
Select a Record Type: Use the first dropdown menu to choose the type of record you want to analyze (e.g., Contacts, Groups).
Select a Field: The second dropdown will show all the fields for the chosen record type that can be visualized with this chart (specifically, fields like tags, dropdowns, and multi-selects). Choose the field you want to analyze.
Select a Date: Use the date picker to choose the specific date for your snapshot. The chart will show the total counts for each tag or option as they were on that day.
Once you make your selections, a bar chart will be generated.
This provides a clear and immediate visual breakdown of your data, helping you quickly identify the largest and smallest segments within any category.