Some reports can show their numbers as a small chart above the table — a trend line when the report has dates, or a ranked bar chart when it compares a short list of things (stores, products, causes).
When a report's numbers fit one of these charts, you'll see a quiet note above the table: "This report could show its numbers as a trend line." Nothing is added until you say so.
To add one:
- Click Preview to see the chart drawn from the report's own numbers.
- Happy with it? Click Add companion. The chart now appears above the table for everyone in your business, every time the report runs.
- Not interested? Click No thanks and that suggestion stays away — for you only; your colleagues still see the offer and can decide for themselves.
Adding or removing a companion needs an admin or finance role; everyone can see saved companions and dismiss suggestions for themselves.
Two things worth knowing:
- The chart shows exactly the table's numbers. Same filters, same period, same values — it's another view of the rows below it, never a recalculation.
- It hides rather than guesses. If your current filters leave too little to draw honestly (for example, only one date), the chart steps aside until the shape returns. A missing chart means "not enough to show", not an error.