How do I add a chart to my report?

Charts are inserted into your Word report template through the Merge Manager Add-In. The Merge Manager generates a merge string that, when the report is run, is replaced by the actual chart populated with response data.

To add a chart:

1. Open your Word report template and open the Merge Manager Add-In from the Home ribbon.
2. Place your cursor where you want the chart to appear.
3. Click Add Merge String.
4. Select the chart type from the Merge Type dropdown. Common options include:
   • Bar / BarHorizontal for a single data series.
   • BarMulti / BarMultiHorizontal for comparisons (for example, roles in a 360 or a benchmark).
   • Spider / SpiderMulti for radar-style charts.
   • Gauge / Progress Bar for single-value visuals.
   • Pie / Line / Area for other styles.
5. From the Show dropdown, select what to chart: the whole Assessment, all Sections, all Subsections, all Questions, or Segmentations. The Merge Manager will then prompt you for further detail (for example, which section and subsection).
6. (Optional) Configure display options. Add labels, decimals, colors, axis controls, sorting, or benchmarks from the Select Options panel.
7. Click Insert. A merge string will be placed in your document where the chart will render.

When the report is generated for a response, the merge string is replaced with the actual chart image.

For an overview of the chart types available and what each is best used for, see What chart types are available, and when should I use each?. For the full Merge Manager reference, see Using the Merge Manager Word Add-In.