Breakdown charts are useful for comparing key accounts within a company, or comparing the performance of your divisions, departments, locations or any other segments within your business.

You can add a Breakdown chart by clicking the '+' button within a report. You will then be taken to the content library where you can choose from a range of available Breakdown charts. 

Customising a Breakdown chart

To customise a breakdown chart, simply hover over it, and click 'Edit' to bring up the properties panel.   

Breakdown by 'Account'

By default, the chart will breakdown by 'Account'. This shows a selection of key account classifications (driven off your classifications in Step 3 of the company settings). If you need to change the classifications, go back to Step 3, and change them using the drop-down menu in the account row.

Breakdown by 'Division'

Alternatively, you can also choose to breakdown by 'Division'. This will show a comparison across any divisions, departments, or locations you have imported for this company.

Instructions about importing divisional data can be found in these articles:

Importing Tracking Category data from Xero
Importing Class & Location data from Quickbooks Online Importing Job & Category data from MYOB

Arranging a Breakdown chart in your report 

You can move a Breakdown chart by hovering over the arrows to the right of the tool, and clicking ‘move row up’ or ‘move row down’. It is not possible to resize a Breakdown chart, as it occupies a whole row. 

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