Using Charts in Streamline to Visualize Key Metrics

Charts in Formstack Streamline help you quickly visualize your most important data—right from your landing page. Whether you're tracking ER visit trends, monitoring course registration drop-offs, or watching onboarding progress, Charts make it easy to generate interactive visuals from your data using natural language prompts.

Instead of building reports or relying on dashboards, you can use Omni, our built-in AI tool, to create personalized, always-up-to-date charts in just a few seconds—no SQL or manual setup required.

How It Works

Step 1 - From your Streamline landing page, select the Add Chart option:

Step 2 - Enter a natural language prompt that describes the chart you want to see.

• Example prompts:
  • “Show weekly referral volume for the past 6 months”
  • “Display ER admissions by shift this week”
  • “Trend of course dropouts by department”

Omni will generate a chart based on your prompt and display it instantly on the landing page.

Notes:

• Want to tweak it? Refine your prompt and try again until you get the results you’re looking for.
• Already used Omni to fine-tune a prompt? You can paste it directly into the chart input to recreate it.

Feature Capabilities

• Create bar, line, or pie charts using a natural language prompt and assign a custom title.
• Charts include a legend and allow you to hover over data points to see values.
• Set a natural language schedule for how often your chart updates(daily, weekly, or more frequently through the Refresh Interval option.
• See the last time the chart was generated and when it will be refreshed again.
• Charts are cached and automatically re-generated based on your defined schedule.
• Can also be refreshed manually.
• Is private and personalized—only visible to you.

Feature Limitations

• You can only generate or refresh two charts at a time. Additional requests will be queued.
• Charts are not shareable—they are only visible to the user who created them.

Why Use Charts?

Charts offer a fast, flexible way to get visual insights without the need for custom reports or dashboards. 

They help you:

• Stay on top of real-time trends with minimal effort
• Reduce reliance on static reports or data team requests
• Keep your landing page action-oriented and insight-driven

Think of Charts as your personal command center for the metrics that matter most.

Real-World Use Cases

Here’s how teams are already putting Charts to work:

• Healthcare: Supervisors monitor patient volume by shift to make real-time staffing decisions.
• Higher Education: Registrars track course drop-offs to flag students who may need support.
• HR & Operations: Leaders follow onboarding completion rates, support ticket volume, or contract turnaround times.

If the data exists in your Streamline environment, Omni can turn it into a chart with just one sentence.