Add a chart

Last updated 26 October 2026.

For template authors: at the end, your template draws a bar, line, pie or doughnut chart from related records.

Second page of the Brindlewick account summary: bar charts of the pipeline and orders with tables of opportunities and orders.
Page 2 of the Brindlewick account summary: a bar chart of opportunity value by stage, with a summary and a table beside it.

Before you start

  • You have the Template Author role (Docable Configure and Docable Definition Author), and the template lists the related records you want to chart.

Steps

  1. Click where the chart goes.

  2. Type @ and open the Media tab.

    The Insert picker's Media tab: Image from the library, Photo from the record, Static resource image, Picture placeholder, Photo gallery and Chart.
    The Media tab, with Chart last in the list.

  3. Choose Chart. If the template lists more than one set of records, choose which to use.

  4. In the Chart panel, set Chart type: Bar, Line, Pie or Doughnut.

    The Chart panel for a doughnut chart of inspected assets: Chart type, Records, Group by, Value and Title.
    The Chart panel for a doughnut chart of inspected assets: Chart type, Records, Group by, Value and Title.

  5. Set Records and Group by (categories).

  6. Set Value to Count of records, Sum of, Average of, Minimum of or Maximum of, and choose the Field.

  7. Type a Title.

  8. Under Legend and labels, set Legend and Data labels.

    The Chart panel's Legend and labels and Size and position sections: legend placement, data labels, categories shown, width, height and position.
    The Chart panel's Legend and labels and Size and position sections: legend placement, data labels, categories shown, width, height and position.

  9. Under Size and position, set Width (pt), Height (pt) and Alternative text.

  10. Leave Colours on Brand Kit chart colours, or choose Choose colours.

Example

The pipeline chart in the Executive account summary quick start.

Setting Value
Chart type Bar
Records Opportunities
Group by (categories) Stage
Value and Field Sum of and Amount
Title Opportunity value by stage (GBP)
Legend None
Colours Choose colours, with Colour 1 set to the Brand Kit’s primary colour
Width (pt) and Height (pt) 285 and 170

Check it worked

In Preview, choose the account Larksedge Hospitality Ltd. The chart shows three bars: Qualification 9,650, Negotiation/Review 26,600 and Closed Won 18,600. An account with no opportunities shows no chart.

If it doesn’t work

What you see What to do
The rest of the categories are grouped as Other. A chart shows at most 24 categories. Raise Most categories shown to 24, or group the records first.
A pie or doughnut cannot show a second value. A pie shows one value. Use a bar or line chart, and Add a series to compare up to five.
Small slices have no label. Slices under 3% are not labelled. Use a bar chart when you have many small values.

Next

Something unclear or wrong? Tell support. Product page: The editor.