Charts are saved analysis results, which can be added to dashboards to create a birds-eye view of your most important metrics. For example, as a documentation writer, I have charts set up to track engagement with this very Help Center.
Read on, or choose a link in the Table of Contents for deep dives into both of these features.
Charts are saved analysis results that you can continually re-run to monitor your analytics. The charts page gives you an overview of all of the charts available in your Heap account. You can search by chart name or by category to filter down to specific charts.
You can click on the filters icon to filter charts by type, verification status, when the chart was created or last modified, and more.
You can also re-sort the charts list by clicking on the headers below the filters, which are as follows:
- Last Modified: The most recent date where new changes were saved to the chart.
- Created by: The email address of the team member who created the chart.
- Dashboards: The number of dashboards this chart is currently pinned to.
- Views: The total amount of views of the chart over the past 90 days. This includes counts of views of any dashboards the chart may be pinned to.
You can create a new chart in Heap by clicking the New chart button on the charts page, which will open the analysis launcher.
You can also get started by navigating to Analyze and clicking through the options to select the type of analysis you want to run. Once you have your analysis set up and you are ready to save it, click the Unsaved changes button and select Save chart.
A pop-up will appear where you can name your new chart. You can also choose to make it a personal chart. Personal charts are only visible on your dashboard, though they can be published to a shared space later.
Only team members with the role of Analyst and higher can create shared charts.
To create multiple new charts in succession, click Chart actions then select the Create new chart to have a blank slate for a new chart.
If you’re looking to create a new chart that’s a slight modification of an existing chart, there’s no need to manually set up that chart all over again – simply make a copy by clicking Chart actions, then selecting Duplicate chart. Once the copy has been created, you can modify it and save it to your Personal or Shared space.
You can star charts you view frequently to make it easier to view them all in one place. Starred charts will always appear at the top of the category.
To star charts from the charts page, click the star icon that appears next to each chart name.
To star a chart you are viewing, click the star to the right of the chart’s name.
Once you have a few charts starred, you can view them by navigating to All charts > Starred.
Adding Footnotes to Charts
Once a chart has been saved, you can add footnotes to graph charts by clicking on any data point, clicking the Add Footnote button, and providing the text of your footnote.
Once the footnote is added, all viewers of this chart will see a line on the graph indicating a footnote is present. Hover the line to see the text of the footnote.
You can delete a footnote by clicking the line, clicking the footnote, and then clicking the trashcan icon when it appears.
Once you have enough charts, you’ll want to categorize them. New categories can only be created while creating a new chart in the Shared space.
To categorize a chart, click Save chart and in the pop-up that appears simply type the name of the new category into the ‘Select category’ box.
To categorize several charts at once, select the checkmark next to them where they are listed on the charts page, then click Move at the top.
A pop-up will appear where you can select an existing category or create a new one by simply typing the new category name.
For best practices on naming charts and categories to benefit your team, see the charts section of our article on Categories.
Renaming Chart Categories
To rename a chart category, just click the pencil icon next to the category from the All charts page. A pop-up will appear where you can update the category name.
Scheduling Emailed Charts
Heap allows you to schedule daily, weekly, and monthly emails to yourself and others based on existing charts you’ve saved. For full steps to set this up, see Schedule email charts for you & your team.
Archiving Unused Charts
Archiving unused charts lets you declutter your charts view. Unused charts are chartss that meet the following criteria:
- Are not used in any dashboards
- Have not been viewed in the last 90 days
- Have no scheduled email charts set
- Have no threshold alerts set
To archive a chart, click on the chart where it is listed on the charts page.
Click the Archive button that will appears after you’ve made your selection, and you will be prompted to confirm this action.
To delete a chart, it must first be archived. Once you have archived the chart you intend on deleting, navigate to All charts > Archived and click on the chart. Select the Chart Actions menu and click Delete Chart.
A pop-up will appear and ask you to confirm that you want to delete the chart.
Dashboards are the main hub of your Heap account, which is why this page is the default when you log into Heap. They are used to organize relevant charts in the same space to review all of the analytics your team needs at a birds-eye view. You can create as many dashboards as you need, and organize them into categories by team, feature, release, and more.
We recommend building out high-level dashboards that span multiple teams to get a summary of how the needles are moving, and building focused dashboards to understand the depth of analysis.
There are two ways to build a dashboard of your own. The first way is to click the New button from the Dashboards page.
The second way to create a new dashboard is while viewing a chart. Click Add to dashboard, and a pop-up will prompt you to either select an existing dashboard or create a new one by clicking the + Add to new dashboard button.
When you create your new dashboard, you’ll see options to give your dashboard a name, categorize it, and toggle the visibility in your workspace. Click the Save button and you’re done!
You can star Dashboards you view frequently to make it easier to view them all in one place. Starred Dashboards will always appear at the top of the category.
To star Dashboards from the Dashboards menu, click the star icon that appears next to each dashboard name.
To star Dashboards from the individual Dashboard page, click the star icon in the top navigation menu.
Adding Charts to Dashboards
You can add charts to a dashboard either from the dashboard itself or from the charts page. To add charts from the dashboard page, click Add chart to dashboard.
A pop-up will appear where you can search for charts and select multiple charts to add to the dashboard. Click the Add Chart button when you are done making your selection.
On the All charts page, you can add multiple charts to a dashboard by selecting the checkbox next to the charts and clicking the Add to Dashboard button.
Note: If a selected chart already belongs on a dashboard, it will not be added to that dashboard again. Only selected charts that don’t already belong on the dashboard will be added.
Once you have several charts in a dashboard, you can drag the chart cards to rearrange them to your liking.
You can also resize the dashboard cards to make certain charts more prominent than others. Click the ellipses (three vertical dots) icon in the chart card you wish to resize, then select the option for the size you want the chart to have.
Dashboard queries are cached for 24 hours from the time the dashboard was last visited. If you need up-to-date data, you can always click the Refresh button in the dashboard toolbar.
Within a dashboard, you can click the chart title to be taken to the corresponding chart and analysis module.
You can organize your dashboards using the same categories you use across your account to keep things neat and tidy. Dashboards can also be created, copied, and moved between personal spaces and shared spaces.
Filtering Dashboard Results
You can filter dashboard results by account, event, or user-level properties to get additional insight into user engagement. You can use this to:
- Filter a feature adoption or usage dashboard by region, browser, device type, or most recent NPS score, which lets you see how one segment of users are doing at a glance.
- Filter a traffic or conversion dashboard by UTM or marketing channel, which enables marketers to quickly zoom in on how your marketing campaigns are performing.
- Filter a feature adoption dashboard by CSM or Account Manager as a way of using dashboards as scorecards or punch lists.
To add a filter, from the Dashboard page, click the + Add Filter button.
Select the property you want to filter by. Once you save your selection, you’ll be able to apply modifiers to the filter.
You can share a filtered Dashboard by copy-pasting the exact URL of the Dashboard, which will include the filters you’ve added.
Note: Dashboard filters are currently not set up to support Behavioral Properties.
Dashboard templates automate the creation of dashboards by pre-populating useful charts based on your use case.
Using Dashboard Templates
To create a dashboard via a template, complete the following steps:
- Navigate to Dashboards and click the New button at the top of the Dashboards tab.
- From here, select one of the categories under Dashboard Templates. Then, select the use case, which is the type of activity you’d like to understand. For our example, we’ll select Retain Customers, then Feature Adoption.
- After you’ve selected the use case, you’ll be prompted to select definitions that correspond to your use case. For our example, to measure feature adoption, we’ll need to select what events we define as active usage of the feature, the start of that feature usage, and the end of feature usage, as well as a marketing property to see how our marketing efforts impacted feature adoption.
If you don’t have an existing event for these fields, you can define a new event by clicking Define new… For certain properties, you can select the default property that comes out-of-the-box when you install Heap.
- Once you’ve made your selections, click Preview for a preview of what your dashboard will look like. You can make adjustments to the definitions used by clicking the Edit Template button. If you’re satisfied with the definitions as measured in these charts, click Save Dashboard to set up your new dashboard!
With your new dashboard in place, you can add charts, customize individual chart settings, recategorize it to align with your organization’s categories, and more. The steps for doing so are the same as for any other dashboard, so see the Dashboards section above for more info.