{"id":21117,"date":"2026-05-14T10:37:42","date_gmt":"2026-05-14T15:37:42","guid":{"rendered":"https:\/\/upstreamreporting.app\/support\/?p=21117"},"modified":"2026-05-14T10:37:42","modified_gmt":"2026-05-14T15:37:42","slug":"chart-report-builder","status":"publish","type":"post","link":"https:\/\/upstreamreporting.app\/support\/?p=21117","title":{"rendered":"Chart Report Builder"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Visualize your Lease Operating Statement in any way you want with Upstream+&#8217;s Report Builder.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Where to find it<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Sign in and open <strong>Upstream+<\/strong> \u2192 <strong>Net Lease Operating Statement<\/strong> (URL path: <code>\/upstream-plus\/los<\/code>; dashboard shortcut may redirect here).<\/li>\n\n\n\n<li>In the toolbar, click <strong>Create Report<\/strong> (red button). This opens the <strong>Report Builder<\/strong> modal (the header shows <strong>New Report<\/strong> on step 1, then <strong>Report Builder<\/strong>).<\/li>\n\n\n\n<li>The subtitle shows <strong>Step X of 5<\/strong> and the current step name. Use <strong>Back<\/strong> \/ <strong>Next<\/strong> in the footer (bottom-right <strong>Next<\/strong> is called out in the UI on step 1).<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Related but different:<\/strong> <strong>Save Chart Widget<\/strong> on the main LOS toolbar saves a widget for dashboards; the wizard\u2019s <strong>Save Report<\/strong> stores a <strong>saved report definition<\/strong> you can reload from <strong>Load saved report<\/strong> in step 1.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Step 1 \u2014 Scope and basics<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Purpose:<\/strong> Name the report, choose data scope, chart style, comparisons, and sharing.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Area<\/th><th>What customers do<\/th><\/tr><\/thead><tbody><tr><td><strong>Property \/ Field \/ Date range<\/strong><\/td><td>Same concepts as the main LOS grid: single or multi-select property\/field, and start\/end month. These define which data the builder can use.<\/td><\/tr><tr><td><strong>Load saved report<\/strong><\/td><td>Pick an existing definition or <strong>New report<\/strong> to start fresh.<\/td><\/tr><tr><td><strong>Name \/ Description<\/strong><\/td><td><strong>Name is required<\/strong> before you can go to step 2; if it\u2019s empty, the app prompts you to enter it. Description is optional.<\/td><\/tr><tr><td><strong>Visibility<\/strong><\/td><td><strong>Private<\/strong> (only you), <strong>Org<\/strong> (organization), or <strong>Role<\/strong> (pick one or more roles when Role is selected).<\/td><\/tr><tr><td><strong>Use current LOS filters<\/strong><\/td><td>When enabled, the report uses the same <strong>Advanced Filters<\/strong> (and related scope) as the main LOS page, and custom comparison months can stay aligned with the wizard date range.<\/td><\/tr><tr><td><strong>Dataset<\/strong><\/td><td><strong>LOS (default)<\/strong> for operating statement data; <strong>Budget<\/strong>, <strong>Production<\/strong>, and <strong>GL<\/strong> are additional sources where your organization has that data configured. Budget selection triggers budget-related metric loading.<\/td><\/tr><tr><td><strong>Chart type<\/strong><\/td><td><strong>Line<\/strong>, <strong>Bar<\/strong>, <strong>Stacked<\/strong> bar, or <strong>Pie<\/strong>.<\/td><\/tr><tr><td><strong>Comparison<\/strong><\/td><td><strong>None<\/strong>; <strong>Prior period<\/strong>; <strong>Year over year (YoY)<\/strong>; or <strong>Custom<\/strong> with compare start\/end months.<\/td><\/tr><tr><td><strong>Quick templates<\/strong><\/td><td>One-click shortcuts: e.g. <strong>Oct vs Nov<\/strong> (prior-period bar), <strong>YTD vs LY<\/strong> (YoY line), <strong>Pie Breakdown<\/strong> (pie chart, line-item style dimension).<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Step 2 \u2014 Select metrics (dimensions and X-axis)<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Purpose:<\/strong> Choose how data is grouped and which values appear on the chart\u2019s <strong>horizontal (X) axis<\/strong>.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Dimensions:<\/strong> Check one or more of <strong>Month<\/strong>, <strong>Line Item<\/strong>, <strong>Property<\/strong>, <strong>Field<\/strong>, <strong>COA Category<\/strong>, <strong>Product<\/strong>. The metric list depends on the dimensions you select (for example, with <strong>Month<\/strong> you pick specific months or month slices; with <strong>Line Item<\/strong> you pick line items from the catalog).<\/li>\n\n\n\n<li><strong>Metrics:<\/strong> Search the list, click a metric name to see <strong>Metric details<\/strong> (preview numbers). Use <strong>+ Add<\/strong> to add it to the X axis; <strong>Remove<\/strong> removes it. Until you add a metric, the preview is \u201cpreview only.\u201d<\/li>\n\n\n\n<li><strong>Metric details<\/strong> (when editable): <strong>Aggregation<\/strong> (SUM, AVG, COUNT), <strong>Value type<\/strong> (Money, Volume, Price \u2014 affects formatting), and <strong>Cost classification<\/strong> (Fixed \/ Variable \/ Unknown) where applicable.<\/li>\n\n\n\n<li>If <strong>Month<\/strong> is selected and a comparison mode is on, the UI may highlight <strong>Month<\/strong> to remind you that comparisons affect time grouping.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">You must select <strong>at least one dimension<\/strong> before metrics load.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Step 3 \u2014 Breakdown and Y-axis<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Purpose:<\/strong> Choose a <strong>breakdown dimension<\/strong> for the <strong>vertical (Y) axis<\/strong> and the metrics to plot there.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Breakdown dimension:<\/strong> Only dimensions <strong>not<\/strong> already used in step 2 are listed. If none remain, go back to step 2 and adjust dimensions.<\/li>\n\n\n\n<li><strong>Metrics (Y axis):<\/strong> Same pattern as step 2: search, click for details, <strong>+ Add<\/strong> \/ <strong>Remove<\/strong>.<\/li>\n\n\n\n<li><strong>Show % variance series:<\/strong> When a comparison is enabled, this adds a percentage variance series to the chart (tooltip explains it).<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Step 4 \u2014 Preview and save<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Purpose:<\/strong> Review the chart and underlying table, export, and save the definition.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The page loads a <strong>chart preview<\/strong> and a <strong>tabular preview<\/strong> of the same data. <strong>Pagination<\/strong> controls under the footer let you move through long tables.<\/li>\n\n\n\n<li><strong>Chart type<\/strong> can be changed again from a dropdown without leaving this step.<\/li>\n\n\n\n<li><strong>Export PNG<\/strong> and <strong>Export PDF<\/strong> download the chart image (PDF packs the chart into a landscape letter PDF).<\/li>\n\n\n\n<li><strong>Save Report<\/strong> stores the definition (name, visibility, dataset, dimensions, metrics, comparisons, filters, etc.). After a successful save, you\u2019ll see a confirmation; the report appears under <strong>Load saved report<\/strong> on step 1 for the next time.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Technical note (behavior):<\/strong> When the server report query is available, the preview often comes from the server for speed and consistency; some combinations (for example certain variance previews) may be built in the browser instead.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Step 5 \u2014 Drilldown<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Purpose:<\/strong> See underlying transaction-style detail for a metric and month.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>From step 4, use <strong>Next: Drilldown<\/strong> to open step 5 with a default drilldown, or <strong>click a point on the chart<\/strong> to jump here (when the point has month and row context). Chart clicks may also open the separate <strong>full LOS drilldown<\/strong> modal with richer columns (date, entity, vendor, reference, description, amount).<\/li>\n\n\n\n<li>Step 5 shows a compact table (e.g. invoice\/date\/account\/amount) for quick inspection. Use <strong>Done<\/strong> or <strong>Cancel<\/strong> to close the wizard when finished.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Tips and troubleshooting<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>No data \/ empty preview:<\/strong> Widen the date range, check Property\/Field scope, turn off restrictive <strong>Advanced Filters<\/strong> on the main LOS (or disable <strong>Use current LOS filters<\/strong> to experiment), and ensure step 2\/3 have metrics added on both axes as needed.<\/li>\n\n\n\n<li><strong>Budget dataset:<\/strong> Expect budget-specific metrics and summaries; changing properties\/fields in the wizard may refresh budget summaries.<\/li>\n\n\n\n<li><strong>Saving:<\/strong> Without <strong>Save Report<\/strong>, closing the modal loses unsaved changes. Use <strong>Load saved report<\/strong> to continue editing a stored definition.<\/li>\n<\/ul>\n\r\n\t\t\t<div id=\"daexthefu-container\"\r\n\t\t\t\tclass=\"daexthefu-container daexthefu-layout-stacked daexthefu-alignment-center\"\r\n\t\t\t\tdata-post-id=\"21117\">\r\n\r\n\t\t\t\t<div class=\"daexthefu-feedback\">\r\n\t\t\t\t\t<div class=\"daexthefu-text\">\r\n\t\t\t\t\t\t<h3 class=\"daexthefu-title\">Was this article helpful?<\/h3>\r\n\t\t\t\t\t<\/div>\r\n\t\t\t\t\t<div class=\"daexthefu-buttons-container\">\r\n\t\t\t\t\t\t<div class=\"daexthefu-buttons\">\r\n\t\t\t\t\t\t\t\r\n\t\t\t<div class=\"daexthefu-yes daexthefu-button daexthefu-button-type-icon\" data-value=\"1\">\r\n\t\t\t\t\r\n                <svg>\r\n                    <defs>\r\n                        <style>.thumb-up-cls-1{fill:#c9c9c9;}.thumb-up-cls-2{fill:#e1e1e1;}.thumb-up-cls-3{fill:#676767;}<\/style>\r\n                    <\/defs>\r\n                    <g id=\"thumb_up\">\r\n                        <path class=\"thumb-up-cls-2 daexthefu-icon-circle\" d=\"m24,3c11.58,0,21,9.42,21,21s-9.42,21-21,21S3,35.58,3,24,12.42,3,24,3m0-1C11.85,2,2,11.85,2,24s9.85,22,22,22,22-9.85,22-22S36.15,2,24,2h0Z\" \/>\r\n                        <g>\r\n                            <rect class=\"thumb-up-cls-3 daexthefu-icon-secondary-color\" x=\"10\" y=\"20\" width=\"6\" height=\"15\" rx=\"1.5\" ry=\"1.5\" \/>\r\n                            <path class=\"thumb-up-cls-1 daexthefu-icon-primary-color\" d=\"m30.57,9.06l-.49-.1c-.81-.17-1.61.35-1.78,1.16l-5.3,11.74c-.17.81,3.16,1.61,3.97,1.78l1.96.41c.81.17,1.61-.35,1.78-1.16l2.18-10.27c.34-1.61-.7-3.21-2.31-3.56Z\" \/>\r\n                            <path class=\"thumb-up-cls-1 daexthefu-icon-primary-color\" d=\"m38.17,20h-18.67c-.83,0-1.5.67-1.5,1.5v12c0,.83.67,1.5,1.5,1.5h16.27c.71,0,1.33-.5,1.47-1.21l2.4-12c.19-.93-.53-1.8-1.47-1.8Z\" \/>\r\n                        <\/g>\r\n                    <\/g>\r\n                <\/svg>\t\t\t<\/div>\r\n\r\n\t\t\t\t\t\t\t\t\t\t\r\n\t\t\t<div class=\"daexthefu-no daexthefu-button daexthefu-button-type-icon\" data-value=\"0\">\r\n\t\t\t\t\r\n                <svg>\r\n                    <defs>\r\n                        <style>.thumb-down-cls-1{fill:#c9c9c9;}.thumb-down-cls-2{fill:#e1e1e1;}.thumb-down-cls-3{fill:#676767;}<\/style>\r\n                    <\/defs>\r\n                    <g id=\"thumb_down\">\r\n                        <path class=\"thumb-down-cls-2 daexthefu-icon-circle\" d=\"m24,3c11.58,0,21,9.42,21,21s-9.42,21-21,21S3,35.58,3,24,12.42,3,24,3m0-1C11.85,2,2,11.85,2,24s9.85,22,22,22,22-9.85,22-22S36.15,2,24,2h0Z\" \/>\r\n                        <g>\r\n                            <rect class=\"thumb-down-cls-3 daexthefu-icon-secondary-color\" x=\"10\" y=\"13\" width=\"6\" height=\"15\" rx=\"1.5\" ry=\"1.5\" \/>\r\n                            <path class=\"thumb-down-cls-1 daexthefu-icon-primary-color\" d=\"m30.57,38.94l-.49.1c-.81.17-1.61-.35-1.78-1.16l-5.3-11.74c-.17-.81,3.16-1.61,3.97-1.78l1.96-.41c.81-.17,1.61.35,1.78,1.16l2.18,10.27c.34,1.61-.7,3.21-2.31,3.56Z\" \/>\r\n                            <path class=\"thumb-down-cls-1 daexthefu-icon-primary-color\" d=\"m38.17,28h-18.67c-.83,0-1.5-.67-1.5-1.5v-12c0-.83.67-1.5,1.5-1.5h16.27c.71,0,1.33.5,1.47,1.21l2.4,12c.19.93-.53,1.8-1.47,1.8Z\" \/>\r\n                        <\/g>\r\n                    <\/g>\r\n                <\/svg>\t\t\t<\/div>\r\n\r\n\t\t\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t<\/div>\r\n\t\t\t\t<\/div>\r\n\r\n\t\t\t\t<div class=\"daexthefu-comment\">\r\n\t\t\t\t\t<div class=\"daexthefu-comment-top-container\">\r\n\t\t\t\t\t\t<label id=\"daexthefu-comment-label\" class=\"daexthefu-comment-label\"><\/label>\r\n\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"daexthefu-comment-character-counter-container\">\r\n\t\t\t\t\t\t\t\t<div id=\"daexthefu-comment-character-counter-number\"\r\n\t\t\t\t\t\t\t\t\tclass=\"daexthefu-comment-character-counter-number\"><\/div>\r\n\t\t\t\t\t\t\t\t<div class=\"daexthefu-comment-character-counter-text\"><\/div>\r\n\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t<textarea id=\"daexthefu-comment-textarea\" class=\"daexthefu-comment-textarea\"\r\n\t\t\t\t\t\t\t\tplaceholder=\"Is there anything else you&#039;d like to share?\"\r\n\t\t\t\t\t\t\t\tmaxlength=\"\r\n\t\t\t\t\t\t\t\t400\t\t\t\t\t\t\t\t\t\"><\/textarea>\r\n\t\t\t\t\t<div class=\"daexthefu-comment-buttons-container\">\r\n\t\t\t\t\t\t<button class=\"daexthefu-comment-submit daexthefu-button\">Send feedback<\/button>\r\n\t\t\t\t\t\t<button class=\"daexthefu-comment-cancel daexthefu-button\">Cancel<\/button>\r\n\t\t\t\t\t<\/div>\r\n\t\t\t\t<\/div>\r\n\r\n\t\t\t\t<div class=\"daexthefu-successful-submission-text\">Thanks for your feedback!<\/div>\r\n\r\n\t\t\t<\/div>\r\n\r\n\t\t\t","protected":false},"excerpt":{"rendered":"<p>Visualize your Lease Operating Statement in any way you want with Upstream+&#8217;s Report Builder. Where to find it Related but different: Save Chart Widget on the main LOS toolbar saves [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_helpful_status":1,"footnotes":""},"categories":[70],"tags":[],"class_list":["post-21117","post","type-post","status-publish","format-standard","hentry","category-getting-started"],"wps_subtitle":"","_links":{"self":[{"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=\/wp\/v2\/posts\/21117","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=21117"}],"version-history":[{"count":1,"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=\/wp\/v2\/posts\/21117\/revisions"}],"predecessor-version":[{"id":21118,"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=\/wp\/v2\/posts\/21117\/revisions\/21118"}],"wp:attachment":[{"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=21117"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=21117"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=21117"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}