Charts and Visualizations

Interacting with Charts

You don't need to build anything to get value from charts. As a standard user:

• Hover over any data point to see exact values in a tooltip

• Click a bar, slice, or point to filter the rest of the page to that selection

• Click the legend to show or hide specific categories

• Click blank space to reset any active selections

• Three-dot menu (⋮) → download as PNG, view underlying data, or set an alert

• Double-click to open the full underlying data table

Chart Types in Intelligence

Building a Chart (Explore Access Required)

1. On a report page, toggle Explore to on ->

   

   -> click + to add a new element and select Chart

2. Connect the chart to your data source

3. In the Properties tab on the right, choose your chart type

4. Assign your columns: X-axis (category or date), Y-axis (number or measure), and optionally a Color dimension to break out a third dimension

5. Switch to the Format tab to adjust titles, colors, labels, and axes

6. Save to a custom view

Pro tip: Add a reference mark (a horizontal line) to show your OTP goal or average cost benchmark — it makes it immediately obvious when you're above or below target.

Turning on Explore mode

Every report in Intelligence has a toggle that switches between View mode (read-only) and Explore mode (fully customizable). To get started:

1. Open any report page

   Navigate to the report you want to customize — for example, Supply Chain Intelligence or a Standard Report.

2. Toggle Explore to on

   Find the Explore toggle in the report toolbar and switch it on. The page will shift into edit mode — you'll see new controls appear, including a + button for adding elements and editing options on existing ones.

Any changes you make in Explore mode only affect your session until you save them. If you want to undo everything and go back to the original report, scroll to the bottom and click Reset — or simply navigate away without saving.

Adding elements to a report page

With Explore mode on, click the + button anywhere on the page to add a new element. You'll be prompted to choose what type of element to add:

Data

Add a table showing raw or summarized shipment data

Chart

Add a bar, line, pie, map, or other visual chart

Control

Add a filter control so viewers can slice the data themselves

UI

Add text, images, dividers, or other layout components

Layout

Add containers to organize elements into sections or columns

Common calculations for logistics data

Saving, sharing, and resetting

Saving a custom view

When you're done building, scroll to the bottom of the page and click Save as Custom View. Give it a name — it will appear under File → Custom Views → All Views and can be set as your default view for that report.

Custom views save everything in your current session: active filters, column selections, added elements, calculations, chart configurations, and layout changes.

Custom views are personal by default — only you can see them. To make a view available to your whole team, contact your admin to set it up as a shared view.

Resetting to the original report

To undo all changes and return to the published version of the report, scroll to the bottom and click Reset. This clears everything — filters, added elements, column changes, and layout modifications. You can also simply navigate away from the page without saving.

Reset is a full undo — it cannot be reversed. If you want to keep your work-in-progress, save it as a custom view first before resetting.

Pro tips for Explore mode

Add a reference mark to show your OTP goal

In the Format tab of any line or bar chart, add a reference mark — a horizontal line — set to your on-time performance target (e.g., 80%). This makes it immediately obvious at a glance when you're above or below your goal, without having to read the axis numbers.

Use grouping to go from shipment-level to summary in one click

In any data table, apply grouping to a field like Carrier or Week to instantly collapse thousands of shipment rows into a clean summary. Pair it with a Sum or Average calculation to get totals per group. This is the fastest way to build a carrier spend summary without building a report from scratch.

Combine a chart and a table on the same page

Add both a chart element and a data table to the same page view, connected to the same data source. When you filter the chart by clicking a bar or slice, the table updates to show only the records behind that selection — giving you visual context and row-level detail at the same time.

Build a recurring report once, then schedule it

Build your custom view in Explore mode, save it, then set up a scheduled export from the report menu. The export runs automatically on your chosen cadence and delivers the custom view to the right inbox — without you needing to open Intelligence each time.

Use pivot columns for carrier-vs-carrier comparisons

In the Properties tab, use the pivot column feature to break out a metric by carrier across columns — for example, total spend as rows (by week) with each carrier as its own column. This is the fastest way to build a side-by-side carrier comparison table for a business review.