s turn your collection data into something you can read at a glance. Build a Line, Bar, Pie, Scatter, or Bubble chart, filter it down to what matters, and click into any data point to see the records behind it.

1. Open a collection's charts

1. Open your collection

Select the Collection

Collection

A container for records in Kinabase, similar to a table in a spreadsheet or database, used to organise one type of data such as Projects or Contacts.

whose data you want to visualise.

2. Open the Reports button

In the collection's top menu, click Reports (look for the pie-chart icon). This opens the charts side pane, where you can create, view, and edit the collection's charts.

If AI is available on your plan, you may see chart suggestions here already, generated from your collection's fields.

2. Create a chart

1. Add a chart

Click Add Chart at the top of the side pane.

2. Pick a route

Describe it to AI - type into the prompt box, for example "describe a chart, or ask a question about projects…", and Kinabase drafts a chart for you. See AI chart generation below.
Pick a suggestion - choose one of the AI-generated suggestions from the list.
Build it manually - choose a Chart Type and configure it yourself.

3. Configure the chart

Set the fields below that apply to your chart type, then click Add.

Setting	What it controls
Title	The name shown above the chart.
Chart Type	Line, Bar, Pie, Scatter, or Bubble.
Additional Filters	Narrows the chart to records matching your chosen Filter Filter A condition, or set of conditions, applied to a Collection or View to narrow down which records are shown. s.
X Axis / Categorisation	The field the chart is grouped or plotted by. Pie charts call this Categorisation.
Y Axis / Weighting	The value the chart measures. Pie charts call this Weighting.
Bubble Size	Bubble charts only - a numeric field that controls the area of each bubble, giving you a third dimension alongside the X and Y axes.
Aggregation	How values are combined - see Aggregations below.
Category Limit	Shows only the Top N or Bottom N categories, with an option to group the rest under Show other?.

The current filters or View
View
A saved combination of filters, sorting, grouping and visible fields that determines how records in a Collection are displayed — as a Table, Side by side or Timeline layout.
in your collection also filter your chart data.

3. Chart types

Kinabase supports exactly five chart types, each suited to different data:

Chart type	Best for	Requires
Line	Trends over time	A date or sequential X axis (always available)
Bar	Comparing categories	A categorical field
Pie	Showing proportions of a whole	A categorical field
Scatter	Relationships between two numbers	A numeric X and Y axis
Bubble	Relationships between three numbers	A numeric X and Y axis, plus a numeric Bubble Size field

4. Aggregations

An aggregation defines how Kinabase combines your records' values on the chart. Every chart type supports Sum, Average, Minimum, Maximum, and Standard Deviation. Two chart types add an aggregation of their own:

Pie charts also offer Percentage, showing each slice as a share of the whole.
Line charts also offer Cumulative Sum, running a total up over time.

For large datasets, use an aggregation to summarise values, or a category limit to keep the chart readable.

5. AI chart generation

Describe what you want to see, and Kinabase drafts the chart for you - no manual configuration needed.

1. Describe your chart

In the Add Chart panel, type into the prompt - for example "show me total sales by month" or "tasks completed by user".

2. Review the suggestion

Kinabase generates a chart matching your description. Adjust any of the settings described in Create a chart above, then click Add.

AI chart generation is available on every plan except Starter. If you don't see the AI prompt, check your organisation's plan - see AI in Kinabase.

6. Multi-collection charts

Chart data from two collections on the same axis - useful for comparing figures that share a common dimension, such as a date field in both collections.

Both collections' X-axis fields must share the same type or base unit - for example, both must be date fields, or both must be numeric length fields using the same unit.

1. Open a dashboard report

Open any report and click Add widget → Chart.

2. Choose Multiple Collections

Select Multiple Collections as the Data Source, then give the chart a Title and Chart Type.

3. Set the cross-collection aggregation

Choose Sum, Average, Maximum, Minimum, Standard Deviation, or Cumulative Sum, then set your X and Y Axis Labels.

4. Configure each collection

Add your first collection and configure its fields, categorisation, aggregation, and limits. Click the + button next to Collection 1 to add a second collection, and repeat.

5. Save

Check the chart details and click Add. The chart appears on the report immediately.

7. Sort chart data

Bar and Pie charts include a Sort Order section in the chart setup panel.

1. Open the Sort Order section

Edit a bar or pie chart and expand Sort Order at the bottom of the panel.

2. Choose a sort mode

Pick a mode from the X Axis Sort dropdown (Slice Sort for pie charts): Default for standard ordering, By Value to sort by the chart's measured values, or By Field to sort by a specific field. If you choose By Field, select a numeric or enumerable field from the Field dropdown.

3. Choose a direction

Pick Ascending or Descending from the Direction dropdown.

Grouped bar charts with a categorisation field also show a Category Sort row, using the same options to order categories within each group.

8. Highlight target ranges with Y-axis bands

Line and Scatter charts can show coloured bands on the y-axis to mark target ranges, warning zones, or thresholds. Bands render behind your data and carry through to exports and PDF reports.

1. Open Y-Axis Bands

Edit a line or scatter chart and expand Y-Axis Bands near the bottom of the panel.

2. Add a band

Click Add Band, then set a Colour, a Label, and the From and To bounds in the axis's display unit. Leave a bound blank for an open-ended band that stretches to the axis edge.

A band needs at least one bound, and the From value must be below the To value.

9. Chart actions

Click the options menu (⋯) on any chart to:

Edit its configuration
Preview it fullscreen (right-click to save it as a PNG)
View data as a formatted table, with an option to export to CSV
Add to Report on your dashboard
Duplicate it
Resize it

Need more help? Ask your System admin, or contact our support team via Help & Support.

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