In Beacon, you can generate a chart from any data you have stored in your database. This includes the standard record types like people and payments and any custom record types you've created as well.
To generate a chart, visit the charts page in the sidebar.
link Creating a chart
You can generate a chart from any kind of record in your Beacon account. For example - let's look at all payments in our Beacon database, grouped by the type field:
This shows the number of payments, grouped by the payment type.
We can also change the "metric" to sum of amount to show the total amount paid, grouped by the payment type.
link Using charts with filters
It's also possible to generate a chart from a filtered set of your data. For example, you might want to:
- Show the new volunteers added this year
- Show payments grouped by source that were donations
- Show the payments grouped by type that happened in the last 30 days
To filter the data you generate a chart from, click the filter icon, and then add your filters. The chart will be auto-updated.