Creating a custom chart
Creating a custom chart
The custom charts feature allows you to create charts from one or more data sources. You can choose from 15 chart types and configure them to suit your needs.
This guide shows you three different ways to create custom charts in Screenful using data from Jira, Trello, Linear, GitHub, GitLab, monday.com, and Asana..
The custom charts feature allows you to create charts from one or more data sources. You can choose from 15 chart types and configure them to suit your needs.
This guide shows you three different ways to create custom charts in Screenful using data from Jira, Trello, Linear, GitHub, GitLab, monday.com, and Asana..
The custom charts feature allows you to create charts from one or more data sources. You can choose from 15 chart types and configure them to suit your needs.
This guide shows you three different ways to create custom charts in Screenful using data from Jira, Trello, Linear, GitHub, GitLab, monday.com, and Asana..
Create a chart from a template
To create a custom chart from a template, go to the Charts tab and click Add new chart in the top right corner.
A modal is opened with a set of chart templates. You can either create a new chart from scratch or pick one of the predefined charts.
Clicking a chart template opens a preview with real data. You can select the data sources from the Data sources menu above the chart. You can pick one or more data sources for your chart and see the results immediately.
The template comes with predefined settings. If you're happy with the chart, you can click Create chart to save it under the Charts tab.
To adjust the settings, click Configure to open the chart for editing.
The chart editor opens, revealing the chart settings. If the chart is anywhere close to what you’re looking for, you should be able to make it perfect with just a few adjustments.
You can adjust the name, unit, metrics, date range, and set filters.
When you click Create chart, the chart is created and you can find it under the Charts tab under the main navigation.
From there, you can assign it to a report or share it with others using the share links.
Create a chart from a template
To create a custom chart from a template, go to the Charts tab and click Add new chart in the top right corner.
A modal is opened with a set of chart templates. You can either create a new chart from scratch or pick one of the predefined charts.
Clicking a chart template opens a preview with real data. You can select the data sources from the Data sources menu above the chart. You can pick one or more data sources for your chart and see the results immediately.
The template comes with predefined settings. If you're happy with the chart, you can click Create chart to save it under the Charts tab.
To adjust the settings, click Configure to open the chart for editing.
The chart editor opens, revealing the chart settings. If the chart is anywhere close to what you’re looking for, you should be able to make it perfect with just a few adjustments.
You can adjust the name, unit, metrics, date range, and set filters.
When you click Create chart, the chart is created and you can find it under the Charts tab under the main navigation.
From there, you can assign it to a report or share it with others using the share links.
Create a chart with the editor
While chart templates can get you started quickly, the chart editor allows the flexibility to create the exact chart you're looking for. To create a custom chart using the chart editor, go to the Charts tab and click Add new chart in the top right corner.
In the modal, select New blank chart:
The chart editor opens, allowing you to select the chart type and the settings for the chart:
The settings depend on the selected chart type. You can adjust the settings and use the Preview feature to see the result.
Once you are happy with the result, you can click Create chart to save the chart under the Charts tab.
You can further customize the chart by selecting the Chart settings from the three dots menu:
In the Chart settings, you can rename labels, set visibility, quick filters, and many other things depending on the chart type.
Create a chart with the editor
While chart templates can get you started quickly, the chart editor allows the flexibility to create the exact chart you're looking for. To create a custom chart using the chart editor, go to the Charts tab and click Add new chart in the top right corner.
In the modal, select New blank chart:
The chart editor opens, allowing you to select the chart type and the settings for the chart:
The settings depend on the selected chart type. You can adjust the settings and use the Preview feature to see the result.
Once you are happy with the result, you can click Create chart to save the chart under the Charts tab.
You can further customize the chart by selecting the Chart settings from the three dots menu:
In the Chart settings, you can rename labels, set visibility, quick filters, and many other things depending on the chart type.
Create a chart with the AI assistant (beta)
The AI assistant can be launched from the charts modal by clicking the Ask AI button on the top right corner:
A chat view opens, and you can start chatting with the assistant:
The numbered elements are:
Enter a prompt in a natural language (in English or your native language)
Select data sources from the drop-down menu.
Clear chat history. Removes chats and makes the assistant forget previous prompts.
Send message (same as pressing the enter key)
You can create a chart by describing it in natural language (any language). You can ask questions like
"Show me task completed this month grouped by label"
"Compare weekly sales numbers in the last 3 months"
"How long does it take for our team to complete a task on average?"
If the assistant understood your prompt, you should see a chart as a result. You can refine the chart with further asks:
"Switch the colors of the bars to blue and change the grouping to assignee"
The assistant adjusts the chart according to your request. You can always undo the latest change and try again with a different prompt.
At any time, you can open the chart for editing by clicking Edit below the chart. The chart editor is opened, and you can adjust the chart configuration.
Clicking Save below the chart saves it, and you can find it in the Charts tab.
Create a chart with the AI assistant (beta)
The AI assistant can be launched from the charts modal by clicking the Ask AI button on the top right corner:
A chat view opens, and you can start chatting with the assistant:
The numbered elements are:
Enter a prompt in a natural language (in English or your native language)
Select data sources from the drop-down menu.
Clear chat history. Removes chats and makes the assistant forget previous prompts.
Send message (same as pressing the enter key)
You can create a chart by describing it in natural language (any language). You can ask questions like
"Show me task completed this month grouped by label"
"Compare weekly sales numbers in the last 3 months"
"How long does it take for our team to complete a task on average?"
If the assistant understood your prompt, you should see a chart as a result. You can refine the chart with further asks:
"Switch the colors of the bars to blue and change the grouping to assignee"
The assistant adjusts the chart according to your request. You can always undo the latest change and try again with a different prompt.
At any time, you can open the chart for editing by clicking Edit below the chart. The chart editor is opened, and you can adjust the chart configuration.
Clicking Save below the chart saves it, and you can find it in the Charts tab.
Learn more
Learn more
FAQ
Common questions
A data source is a GitLab board. The pricing is based on the number of boards you explicitly import to Screenful, not the total number of boards in GitLab. You can compare plans on the pricing page.
You can import data sources from all the tools we support in the same Screenful account. Learn more about managing data sources.
A data source is a GitLab board. The pricing is based on the number of boards you explicitly import to Screenful, not the total number of boards in GitLab. You can compare plans on the pricing page.
You can import data sources from all the tools we support in the same Screenful account. Learn more about managing data sources.
Yes except that you won’t be able to use data from epics or issue weights since those are available only in a paid GitLab plans.
Yes except that you won’t be able to use data from epics or issue weights since those are available only in a paid GitLab plans.
The timings are based on your workflow settings. You can learn more from the Lead Time FAQ.
The timings are based on your workflow settings. You can learn more from the Lead Time FAQ.
Yes, you can filter the data shown so that either issues, merge requests, or both are included in the stats by setting a filter.
Yes, you can filter the data shown so that either issues, merge requests, or both are included in the stats by setting a filter.
Yes, you can track GitLab epics with Screenful. You can use "Epic" as a filter in a chart. For the chart that supports grouping (bar charts, pie chart, stacked area chart), you can group data by epic. You can also filter charts by "Item type"->"Epic". That will include only epics in the chart.
Yes, you can track GitLab epics with Screenful. You can use "Epic" as a filter in a chart. For the chart that supports grouping (bar charts, pie chart, stacked area chart), you can group data by epic. You can also filter charts by "Item type"->"Epic". That will include only epics in the chart.
Yes, you can group and filter data by iterations. You can also create a burndown chart for tracking a Gitlab iteration.
Yes, you can group and filter data by iterations. You can also create a burndown chart for tracking a Gitlab iteration.
You can manage the subscription in the billing settings. The location of the billing settings depends on the product you are subscribed to. You can learn more by following the instructions in this guide.
You can manage the subscription in the billing settings. The location of the billing settings depends on the product you are subscribed to. You can learn more by following the instructions in this guide.
We do not make changes to your data. We only read it via the API of your tool. Screenful is only for reporting and analytics. It does not update any data within your tools.
We do not make changes to your data. We only read it via the API of your tool. Screenful is only for reporting and analytics. It does not update any data within your tools.
All data sources are synced automatically once per hour. Changing settings or configuration will trigger additional sync so your data is at most one hour old. You can sync data manually at any time in the sync settings.
All data sources are synced automatically once per hour. Changing settings or configuration will trigger additional sync so your data is at most one hour old. You can sync data manually at any time in the sync settings.
Yes, you can create charts with a prompt and ask questions about a chart by using the Screenful AI Assistant. The assistant combines the leading LLMs with advanced multidimensional data analytics to help you understand and interpret your data.
Yes, you can create charts with a prompt and ask questions about a chart by using the Screenful AI Assistant. The assistant combines the leading LLMs with advanced multidimensional data analytics to help you understand and interpret your data.
What is the difference between these metrics?
Reaction time = time before the work was started
Cycle time = time from start to completion
Lead time = Reaction time + Cycle time
Timing metrics explained: Lead time vs Cycle time
How is the reaction time calculated?
Reaction time starts running when a task is moved into a state that is mapped to the "Not started" in the workflow mapping. The reaction time stops when the task is moved out from that state. If the task is never placed into a state that is mapped to the “Not started” workflow state, then the reaction time is zero.
What if tasks skip lists/columns, or there is no sequential workflow?
The timing information is based on how long items stay in the workflow states that are mapped to "In progress" in the workflow mapping. There is no need for sequential progress, and it is totally fine if tasks skip some of the workflow steps.
What if a task is moved from the “not started” state directly to “done” without going through any of the “in progress” states?
In that case, the cycle time will be zero.
How does the cycle time work if a task is moved into "in progress" and then back to "not started yet"? Similarly, what happens if a card is archived while it's in progress?
Cycle time is calculated only for completed tasks, so in both of those cases, cycle time would be undefined.
If a task is moved from "in progress" to "done", but then back to "in progress" again for additional work would this time be added to the cycle time?
Cycle time is counted only when the task is in progress, so the time spent in the "done" state is not included in the calculation.
When is a task created? Does the clock start when a task is created or when it is put in the "next" state (or equivalent)?
The clock starts when a task is moved to a workflow state that is mapped to the "not started" or "in progress" workflow state.
Are weekends included in the cycle time calculations?
Weekends are included in the calculations by default, but you can change that in the chart settings by selecting 'Exclude non-business hours. See How to set weekend days and office hours
What is the difference between these metrics?
Reaction time = time before the work was started
Cycle time = time from start to completion
Lead time = Reaction time + Cycle time
Timing metrics explained: Lead time vs Cycle time
How is the reaction time calculated?
Reaction time starts running when a task is moved into a state that is mapped to the "Not started" in the workflow mapping. The reaction time stops when the task is moved out from that state. If the task is never placed into a state that is mapped to the “Not started” workflow state, then the reaction time is zero.
What if tasks skip lists/columns, or there is no sequential workflow?
The timing information is based on how long items stay in the workflow states that are mapped to "In progress" in the workflow mapping. There is no need for sequential progress, and it is totally fine if tasks skip some of the workflow steps.
What if a task is moved from the “not started” state directly to “done” without going through any of the “in progress” states?
In that case, the cycle time will be zero.
How does the cycle time work if a task is moved into "in progress" and then back to "not started yet"? Similarly, what happens if a card is archived while it's in progress?
Cycle time is calculated only for completed tasks, so in both of those cases, cycle time would be undefined.
If a task is moved from "in progress" to "done", but then back to "in progress" again for additional work would this time be added to the cycle time?
Cycle time is counted only when the task is in progress, so the time spent in the "done" state is not included in the calculation.
When is a task created? Does the clock start when a task is created or when it is put in the "next" state (or equivalent)?
The clock starts when a task is moved to a workflow state that is mapped to the "not started" or "in progress" workflow state.
Are weekends included in the cycle time calculations?
Weekends are included in the calculations by default, but you can change that in the chart settings by selecting 'Exclude non-business hours. See How to set weekend days and office hours
By default yes, but you can specify your working hours and days in the Account Settings.
By default yes, but you can specify your working hours and days in the Account Settings.
Yes, there are a few different ways you can filter out outliers from the charts, including
Filtering by item name
Filtering by how long an item has been in progress
Setting a label and filtering out based on that label
You can learn more from this guide: How to remove outliers from data?
Yes, there are a few different ways you can filter out outliers from the charts, including
Filtering by item name
Filtering by how long an item has been in progress
Setting a label and filtering out based on that label
You can learn more from this guide: How to remove outliers from data?
Does this support my specific workflow or do I have to use some specific states like "open", "in progress" and "done"?
You are not limited to any specific set of states or a workflow. You can configure your own workflow, if such exists, and you can use that in your reporting. It's also ok if you don't have any workflow in your boards, as can create reports based on any other criteria by setting a filter.
You are not limited to any specific set of states or a workflow. You can configure your own workflow, if such exists, and you can use that in your reporting. It's also ok if you don't have any workflow in your boards, as can create reports based on any other criteria by setting a filter.
You can embed any custom chart or report to any web page using the embed code. Learn more about the sharing feature from the online guide.
You can embed any custom chart or report to any web page using the embed code. Learn more about the sharing feature from the online guide.
The Getting Started Guide contains Instructions for setting up Screenful.
See also our Accounts & Pricing FAQ.
Check out our how-to and video tutorials, or get in touch by emailing support@screenful.com
The Getting Started Guide contains Instructions for setting up Screenful.
See also our Accounts & Pricing FAQ.
Check out our how-to and video tutorials, or get in touch by emailing support@screenful.com
FAQ
Common questions
A data source is a GitLab board. The pricing is based on the number of boards you explicitly import to Screenful, not the total number of boards in GitLab. You can compare plans on the pricing page.
You can import data sources from all the tools we support in the same Screenful account. Learn more about managing data sources.
A data source is a GitLab board. The pricing is based on the number of boards you explicitly import to Screenful, not the total number of boards in GitLab. You can compare plans on the pricing page.
You can import data sources from all the tools we support in the same Screenful account. Learn more about managing data sources.
Yes except that you won’t be able to use data from epics or issue weights since those are available only in a paid GitLab plans.
Yes except that you won’t be able to use data from epics or issue weights since those are available only in a paid GitLab plans.
The timings are based on your workflow settings. You can learn more from the Lead Time FAQ.
The timings are based on your workflow settings. You can learn more from the Lead Time FAQ.
Yes, you can filter the data shown so that either issues, merge requests, or both are included in the stats by setting a filter.
Yes, you can filter the data shown so that either issues, merge requests, or both are included in the stats by setting a filter.
Yes, you can track GitLab epics with Screenful. You can use "Epic" as a filter in a chart. For the chart that supports grouping (bar charts, pie chart, stacked area chart), you can group data by epic. You can also filter charts by "Item type"->"Epic". That will include only epics in the chart.
Yes, you can track GitLab epics with Screenful. You can use "Epic" as a filter in a chart. For the chart that supports grouping (bar charts, pie chart, stacked area chart), you can group data by epic. You can also filter charts by "Item type"->"Epic". That will include only epics in the chart.
Yes, you can group and filter data by iterations. You can also create a burndown chart for tracking a Gitlab iteration.
Yes, you can group and filter data by iterations. You can also create a burndown chart for tracking a Gitlab iteration.
You can manage the subscription in the billing settings. The location of the billing settings depends on the product you are subscribed to. You can learn more by following the instructions in this guide.
You can manage the subscription in the billing settings. The location of the billing settings depends on the product you are subscribed to. You can learn more by following the instructions in this guide.
We do not make changes to your data. We only read it via the API of your tool. Screenful is only for reporting and analytics. It does not update any data within your tools.
We do not make changes to your data. We only read it via the API of your tool. Screenful is only for reporting and analytics. It does not update any data within your tools.
All data sources are synced automatically once per hour. Changing settings or configuration will trigger additional sync so your data is at most one hour old. You can sync data manually at any time in the sync settings.
All data sources are synced automatically once per hour. Changing settings or configuration will trigger additional sync so your data is at most one hour old. You can sync data manually at any time in the sync settings.
Yes, you can create charts with a prompt and ask questions about a chart by using the Screenful AI Assistant. The assistant combines the leading LLMs with advanced multidimensional data analytics to help you understand and interpret your data.
Yes, you can create charts with a prompt and ask questions about a chart by using the Screenful AI Assistant. The assistant combines the leading LLMs with advanced multidimensional data analytics to help you understand and interpret your data.
What is the difference between these metrics?
Reaction time = time before the work was started
Cycle time = time from start to completion
Lead time = Reaction time + Cycle time
Timing metrics explained: Lead time vs Cycle time
How is the reaction time calculated?
Reaction time starts running when a task is moved into a state that is mapped to the "Not started" in the workflow mapping. The reaction time stops when the task is moved out from that state. If the task is never placed into a state that is mapped to the “Not started” workflow state, then the reaction time is zero.
What if tasks skip lists/columns, or there is no sequential workflow?
The timing information is based on how long items stay in the workflow states that are mapped to "In progress" in the workflow mapping. There is no need for sequential progress, and it is totally fine if tasks skip some of the workflow steps.
What if a task is moved from the “not started” state directly to “done” without going through any of the “in progress” states?
In that case, the cycle time will be zero.
How does the cycle time work if a task is moved into "in progress" and then back to "not started yet"? Similarly, what happens if a card is archived while it's in progress?
Cycle time is calculated only for completed tasks, so in both of those cases, cycle time would be undefined.
If a task is moved from "in progress" to "done", but then back to "in progress" again for additional work would this time be added to the cycle time?
Cycle time is counted only when the task is in progress, so the time spent in the "done" state is not included in the calculation.
When is a task created? Does the clock start when a task is created or when it is put in the "next" state (or equivalent)?
The clock starts when a task is moved to a workflow state that is mapped to the "not started" or "in progress" workflow state.
Are weekends included in the cycle time calculations?
Weekends are included in the calculations by default, but you can change that in the chart settings by selecting 'Exclude non-business hours. See How to set weekend days and office hours
What is the difference between these metrics?
Reaction time = time before the work was started
Cycle time = time from start to completion
Lead time = Reaction time + Cycle time
Timing metrics explained: Lead time vs Cycle time
How is the reaction time calculated?
Reaction time starts running when a task is moved into a state that is mapped to the "Not started" in the workflow mapping. The reaction time stops when the task is moved out from that state. If the task is never placed into a state that is mapped to the “Not started” workflow state, then the reaction time is zero.
What if tasks skip lists/columns, or there is no sequential workflow?
The timing information is based on how long items stay in the workflow states that are mapped to "In progress" in the workflow mapping. There is no need for sequential progress, and it is totally fine if tasks skip some of the workflow steps.
What if a task is moved from the “not started” state directly to “done” without going through any of the “in progress” states?
In that case, the cycle time will be zero.
How does the cycle time work if a task is moved into "in progress" and then back to "not started yet"? Similarly, what happens if a card is archived while it's in progress?
Cycle time is calculated only for completed tasks, so in both of those cases, cycle time would be undefined.
If a task is moved from "in progress" to "done", but then back to "in progress" again for additional work would this time be added to the cycle time?
Cycle time is counted only when the task is in progress, so the time spent in the "done" state is not included in the calculation.
When is a task created? Does the clock start when a task is created or when it is put in the "next" state (or equivalent)?
The clock starts when a task is moved to a workflow state that is mapped to the "not started" or "in progress" workflow state.
Are weekends included in the cycle time calculations?
Weekends are included in the calculations by default, but you can change that in the chart settings by selecting 'Exclude non-business hours. See How to set weekend days and office hours
By default yes, but you can specify your working hours and days in the Account Settings.
By default yes, but you can specify your working hours and days in the Account Settings.
Yes, there are a few different ways you can filter out outliers from the charts, including
Filtering by item name
Filtering by how long an item has been in progress
Setting a label and filtering out based on that label
You can learn more from this guide: How to remove outliers from data?
Yes, there are a few different ways you can filter out outliers from the charts, including
Filtering by item name
Filtering by how long an item has been in progress
Setting a label and filtering out based on that label
You can learn more from this guide: How to remove outliers from data?
Does this support my specific workflow or do I have to use some specific states like "open", "in progress" and "done"?
You are not limited to any specific set of states or a workflow. You can configure your own workflow, if such exists, and you can use that in your reporting. It's also ok if you don't have any workflow in your boards, as can create reports based on any other criteria by setting a filter.
You are not limited to any specific set of states or a workflow. You can configure your own workflow, if such exists, and you can use that in your reporting. It's also ok if you don't have any workflow in your boards, as can create reports based on any other criteria by setting a filter.
You can embed any custom chart or report to any web page using the embed code. Learn more about the sharing feature from the online guide.
You can embed any custom chart or report to any web page using the embed code. Learn more about the sharing feature from the online guide.
The Getting Started Guide contains Instructions for setting up Screenful.
See also our Accounts & Pricing FAQ.
Check out our how-to and video tutorials, or get in touch by emailing support@screenful.com
The Getting Started Guide contains Instructions for setting up Screenful.
See also our Accounts & Pricing FAQ.
Check out our how-to and video tutorials, or get in touch by emailing support@screenful.com
Troubleshooting
Screenful connects to the GitLab board, not a project or group, so the first thing would be to check that the missing issues or pull requests are visible on that board.
Screenful connects to the GitLab board, not a project or group, so the first thing would be to check that the missing issues or pull requests are visible on that board.
While both the public and private channels are shown in the menu, you won’t receive the report to a private channel without explicitly adding the Screenful app to that channel. Learn how to enable sending to a private Slack channel.
There can also be restrictions on who can install apps to your Slack. Learn how to manage app approval in your Slack workspace.
Some browser plugins may interfere with the authorization process. If you see an empty page during the authorization or the list of channels is empty, you should try with another browser (or ask your colleague to do the Slack authorization).
While both the public and private channels are shown in the menu, you won’t receive the report to a private channel without explicitly adding the Screenful app to that channel. Learn how to enable sending to a private Slack channel.
There can also be restrictions on who can install apps to your Slack. Learn how to manage app approval in your Slack workspace.
Some browser plugins may interfere with the authorization process. If you see an empty page during the authorization or the list of channels is empty, you should try with another browser (or ask your colleague to do the Slack authorization).
Filter options are derived from task data, which means that if you recently added some properties, such as labels, but haven't yet assigned them to any tasks, they won't show up in the filter options. As soon as you assign them to tasks, they will show up in the filter options from then on.
Filter options are derived from task data, which means that if you recently added some properties, such as labels, but haven't yet assigned them to any tasks, they won't show up in the filter options. As soon as you assign them to tasks, they will show up in the filter options from then on.
If you or your colleague didn't receive the user invitation email, you can go to the user settings and click the Copy invitation link button to copy the link to the clipboard. After that, you can share the link via any channel (email, Slack, Teams, etc). You can learn more from the user invitation guide.
If you or your colleague didn't receive the user invitation email, you can go to the user settings and click the Copy invitation link button to copy the link to the clipboard. After that, you can share the link via any channel (email, Slack, Teams, etc). You can learn more from the user invitation guide.
Troubleshooting
Screenful connects to the GitLab board, not a project or group, so the first thing would be to check that the missing issues or pull requests are visible on that board.
Screenful connects to the GitLab board, not a project or group, so the first thing would be to check that the missing issues or pull requests are visible on that board.
While both the public and private channels are shown in the menu, you won’t receive the report to a private channel without explicitly adding the Screenful app to that channel. Learn how to enable sending to a private Slack channel.
There can also be restrictions on who can install apps to your Slack. Learn how to manage app approval in your Slack workspace.
Some browser plugins may interfere with the authorization process. If you see an empty page during the authorization or the list of channels is empty, you should try with another browser (or ask your colleague to do the Slack authorization).
While both the public and private channels are shown in the menu, you won’t receive the report to a private channel without explicitly adding the Screenful app to that channel. Learn how to enable sending to a private Slack channel.
There can also be restrictions on who can install apps to your Slack. Learn how to manage app approval in your Slack workspace.
Some browser plugins may interfere with the authorization process. If you see an empty page during the authorization or the list of channels is empty, you should try with another browser (or ask your colleague to do the Slack authorization).
Filter options are derived from task data, which means that if you recently added some properties, such as labels, but haven't yet assigned them to any tasks, they won't show up in the filter options. As soon as you assign them to tasks, they will show up in the filter options from then on.
Filter options are derived from task data, which means that if you recently added some properties, such as labels, but haven't yet assigned them to any tasks, they won't show up in the filter options. As soon as you assign them to tasks, they will show up in the filter options from then on.
If you or your colleague didn't receive the user invitation email, you can go to the user settings and click the Copy invitation link button to copy the link to the clipboard. After that, you can share the link via any channel (email, Slack, Teams, etc). You can learn more from the user invitation guide.
If you or your colleague didn't receive the user invitation email, you can go to the user settings and click the Copy invitation link button to copy the link to the clipboard. After that, you can share the link via any channel (email, Slack, Teams, etc). You can learn more from the user invitation guide.