This is a computer generated report based on multiple choice answers you submitted on October 12, 2021. You will understand that these are rapid yet generic answers and their accuracy is not guaranteed! You should rely on your own investigations. Please contact us if you seek more specific advice about our products and solutions.

GFChart solution recommendation

Your use case

GFChart is popular for sales monitoring. Features to consider are:

• Charting vs Time add-on* to monitor sales aggregated by day, week, or month.
• Relative date filtering to automatically filter displayed data to a particular time period, eg last week.
• Payment Status checkbox to filter according to the payment gateway transaction status.
• Additional filtering capability to filter according to other field values. This works particularly well when filtering by drop down fields due to their unique values.

For other use cases please contact us so that we can give you more specific advice.

GFChart is great where you have an ongoing need because the plugin is periodically updated with new features and to reflect underlying changes in WordPress and Gravity Forms. As your user requirements change the reports can be quickly changed without coding. Existing customers who renew their annual license will enjoy a 10% discount.

Displaying results from multiple form entries is a core GFChart capability.

GFChart is perfect for displaying charts from your numerical data. Pie, Bar, Line, Progress Bar and Radar charts are supported for certain scenarios.

Calculation Charts allow you to produce basic numeric calculations for reports. These can be displayed as numbers, incorporated into self-designed tables, included in progress bars, or included in DIY Bar Charts*

GFChart is not designed to display text, although we do have a basic Text add-on*. For text based scenarios we highly recommend GravityView (purchase separately). Incidentally, GravityView powers this product finder.

To display a data trend over time we have 2 powerful options:

• Charting vs Time add-on* which displays the trend aggregated by day / week / month. This is ideal for sales or contact form monitoring where the volume per time interval is sought.
• Trend add-on* which displays every datapoint on a time axis. This is ideal for assessment scenarios for monitoring performance changes over time.

Publication

To automatically produce reports according to a regular schedule use both our Scheduled Notifications* and Image Charts* add-ons to produce and send reports via email. In addition, the reports can be incorporated into a PDF by using Gravity PDF (obtain separately).

When the webpage is refreshed the GFChart report calculates with the latest data in your form.

If people other than you are accessing the report then you should publish it somewhere easily accessible, subject to any access requirements. It is common for reports to be located on a ../dashboard or ../reports URL. Consider whether high level non-sensitive information can be displayed (eg registrations progress) without the need for password protection. This is great to support a large team in the field who can quickly access that information via their smartphone.

Private information can be displayed on a password protected page. We recommend the Members plugin in such scenarios. Please ensure that any solution aligns with your organisation's data protection and privacy policies.

Report design and testing

Where several people will be responsible for report design then you may wish to create special new roles within WordPress to ensure that they can access GFChart administration but not other parts of the WordPress admin environment. We recommend the Members plugin for role based access to the admin side of WordPress. Note some solutions hide menu items but do not block access - this might be adequate for your case, but please understand the difference.

Our helpful support team understand GFChart in depth and are available for you if required.

If you do not have a dataset available in a live form then simply create a few form entries to take advantage of GFChart.

*requires GFChart ALL (not GFChart BASIC)