Chart View

This feature is available to all users

Chart View is another way you can visualize your campaign in Action Builder.  Chart View allows you to break out your list in different ways and see the assessments of the individuals in the campaign.

To get to Chart View, click on the chart icon above your list:

Initially, the chart will show you all the people in your campaign by their assessment levels.  Click on the arrow to make the chart bigger:

To break out the list, use the Group By filters at the top of the page:

There are four initial options for Group By: Location, Field, Connection Field and Connected To.  Selecting one will bring up a second drop down for you to choose the specific grouping you would like.  You can select up to two Group By options.

You can also combine Chart View with the Query Builder.  Using Query Builder will limit your list to only certain individuals who meet your criteria.  Check out our documentation for more information on using Query Builder.