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Donut Chart Component

The donut chart (and its solid variant, the pie chart) renders proportional data as coloured segments. Use it to show the composition of a total — budget allocation by discipline, risk count by category, resource hours by trade, or headcount by role.

Report Forge donut chart component


When to use​

  • Cost allocation by budget category (design, procurement, construction, management).
  • Risk count by severity or category.
  • Resource hours by trade or discipline.
  • Document status breakdown (submitted, approved, under review, rejected).
  • Workforce composition by role, grade, or location.

Avoid donut charts for time-series data or when comparing values across periods — use a bar chart or line chart instead.


Adding the component​

  1. Open the report output in the Output Designer.
  2. Click + Insert → Donut Chart.
  3. Position and resize the component.
  4. In the Data tab, bind the section and configure segments.

Data source options​

Source typeDescription
Repeating-row sectionEach row becomes a segment. The label field provides the segment name; the value field provides the segment size.
Aggregated fieldCount, sum, or average of a field, grouped by a select or multi-select field.
Static valuesEnter segment values manually for fixed reference charts.

Segment configuration​

PropertyDescription
Label fieldThe field that provides each segment's name (shown in legend and tooltip).
Value fieldThe numeric, currency, or percent field for segment size.
Colour paletteBuilt-in palette (Categorical, Report theme, Sequential) or custom colours per segment.
Colour by fieldAssign colours by a specific field value (e.g. RAG field → red/amber/green segments).
Min segment %Segments below this threshold are merged into an "Other" segment.
SortBy value (descending), by label (alphabetical), or manual order.
Max segmentsShow top N segments; remaining are grouped as "Other".

Chart style​

PropertyOptions
StyleDonut (hollow centre) or Pie (filled centre).
Hole sizeDonut only — 30%–70% inner hole diameter.
Segment gapGap in pixels between segments (default: 2px).
Explode on hoverViewer only — selected segment expands on hover.
Start angleRotation of the first segment (default: 90° — top).

Centre value (donut only)​

When using donut style, optionally display a value in the centre hole:

PropertyDescription
Centre textStatic text, or a field value (e.g. total count, sum, or a KPI label).
Centre value fieldThe field or aggregation to show as the main centre number.
Centre sub-labelSecondary text below the centre value (e.g. "Total risks" or the period label).
Centre font size14–40pt.

Legend​

PropertyOptions
PositionRight, Bottom, Left, or Hidden.
Show valuesShow the numeric value beside each legend item.
Show percentagesShow the percentage share beside each legend item.
Max itemsLimit legend rows shown.

Labels​

PropertyOptions
Label positionOn segment, Outside (callout), or None.
Label contentSegment name, value, percentage, or a combination.
Label thresholdHide labels on segments smaller than N% to avoid overlap.

Export behaviour​

  • PDF / Word: Full vector chart with colours and legend preserved.
  • Excel: Chart embedded as a static image; segment data exported as a table on a separate sheet.
  • For small chart sizes (< 150px), disable segment labels to avoid overlap.