Understand Report Charts and Graphs
How to read and interpret the different chart types used across the reporting module, including bar charts, line charts, donut charts, and scatter plots.
What this guide covers
This guide explains each chart type used in the reporting module. You will learn how to read bar charts, line charts, donut charts, scatter plots, and data tables, and when each is most useful.
Bar charts
Bar charts compare values across categories. In JobsiteOn reports, bar charts are used for:
- Revenue by service type.
- Team utilization by member.
- Job count by status.
Each bar represents a category, and the length or height shows the value. Hover over any bar to see the exact number.
Screenshot: A horizontal bar chart showing revenue by service type with five bars of varying lengths and a tooltip displaying the exact dollar amount.
Line charts
Line charts show trends over time. They are used for:
- Revenue over months or weeks.
- Collection rate trends.
- Job completion rate trends.
The x-axis is time, and the y-axis is the metric value. A rising line indicates growth; a falling line indicates decline. Look for consistent trends rather than reacting to individual data points.
Animation: A line chart animating from left to right, plotting monthly revenue data points and connecting them with a smooth line.
Donut charts
Donut charts show proportions of a whole. They are used for:
- Jobs by status.
- Revenue split by service type.
- Invoice aging bucket distribution.
Each segment represents a category, and the size of the segment shows its proportion. The center of the donut often displays a summary metric like total count or total revenue.
Scatter plots
Scatter plots compare two variables. They are used in:
- Schedule efficiency (estimated vs. actual duration).
- Quote value vs. conversion likelihood.
Each dot represents one data point. Patterns in the dots reveal correlations. A cluster along a diagonal line means the two variables are closely related.
Data tables
Tables provide row-level detail for any report. They are the most precise view, showing exact values for every record. Use column headers to sort, and the search bar to filter.
Tip: Start with a chart to identify the trend or pattern, then switch to the table view to investigate the specific records behind the numbers.
Interacting with charts
All charts in JobsiteOn are interactive:
- Hover to see tooltips with exact values.
- Click a segment, bar, or dot to filter the table below.
- Zoom on time-series charts by dragging across a date range.
- Legend toggle -- click a legend item to hide or show that series.
Choosing the right chart
| Question you are asking | Best chart type |
|---|---|
| How does X compare across categories? | Bar chart |
| How has X changed over time? | Line chart |
| What proportion is each category? | Donut chart |
| Is there a relationship between X & Y? | Scatter plot |
| What are the exact row-level details? | Table |
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