Charts are a saved analysis results that you can group into Dashboards. 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.
Creating charts
Click New Chart on the Charts page, or click the Analyze button in the main menu.
Click Save once you’re happy with your new chart.
A pop-up will appear where you can name your new chart (if you haven't already), give it a description, decide on visibility, and category. Personal charts are only visible to you, though they can be published to a shared space later. Categories are helpful for keeping your charts organized, including sorting by category from the Charts page.
If you want to create a new chart that’s a slight modification of an existing chart, you can make a duplicate. From a saved chart, click the ... menu next to its name and click Duplicate. Once the copy has been created, you can modify it and save it to your Personal or Shared space.
Starring charts
You can star charts you view often to make it easier to find them. 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’re viewing, click the star to the right of the chart's name.
Exporting charts
Click Export next to the chart's name and select Export result to CSV or Export to Google Sheets.
The max size of a CSV report in Heap varies based on where you download it from in your account. When you download a .csv file from the Users page, it will export the most recent 5,000 users who fit the criteria of the chart. When you download a .csv file from the Charts view, the export will show up to 100,000 rows of data per metric in your chart. There's no overall file size limit.
Exports of time-based charts, including Session Duration charts, are in milliseconds (ms).
Verifying Charts
To verify a chart, click the ... menu and select Verify chart. You can also click the shield icon next to a chart's name to open the verification prompt. Verifying a chart will change the color of the shield icon. This is also where you unverify a chart.
Editing Verified Charts
Adding Footnotes to charts
Once a chart has been saved, you can add footnotes to Usage over time charts by clicking on any data point, clicking the Add Footnote, and providing the text of your footnote.
To make your footnote available on all Usage over time charts in a Heap project, make it a Global footnote. Only Admins and Architects can manage Global footnotes. To learn more, see Global footnotes.
Once the footnote is added, all viewers of this chart will see a line on the usage over time chart indicating a footnote is present. Global footnotes will make this line dark blue. Hover the line to see the text of the footnote. If a chart with a footnote is in a dashboard, you can also see the chart's footnotes from the dashboard view.
You can delete a footnote by clicking on the footnote and then clicking the trashcan icon when it appears. You can edit a footnote from this view as well.
Customizing charts
To customize colors, change the names of axes, and create custom labels, click the Customize button next to the chart. A pop-up will appear with all of these options.
Organizing charts
Once you have enough charts, you'll want to categorize them. You can categorize a chart the first time you save it, or later from the Charts page.
To categorize a chart, click Save and type the name of the new category into the Category box.
To categorize several charts at once, select the checkmark next to them on the Charts page and click Move at the top.
A pop-up will appear where you can select an existing category or create a new one by 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 from the Charts page, click Group by category and then click on the name of the category you want to rename. Click on the grey pencil and it will turn black and open a pop-up where you can rename the category.
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. We recommend archiving unused charts 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’s listed on the charts page. Click the Archive button that will appear after you've made your selection. You'll be prompted to confirm this action. If the chart is included in any dashboards, they will be listed in the prompt.
Deleting charts
To delete a chart, it must first be archived. Once you have archived the chart you intend on deleting, navigate to Charts > Archived and click on the chart. Select the chart in question and click Delete.
A pop-up will appear and ask you to confirm that you want to delete the chart.