Symptom / Error
When building an Admits by State pie chart report, the chart returns no data or displays blank results. This typically occurs when the report is using a reference field — such as State Calling From — as the grouping field for the pie chart.
The report may appear to be configured correctly but still fails to render the pie chart or returns empty data segments.
Cause
This is a known potential bug with reference ID fields when used as grouping fields in pie chart reports. Reference fields (such as State Calling From) may not resolve their values correctly in the reporting engine, causing the GroupBy logic to return blank data instead of the expected state values.
Using the direct Account Mailing State field — rather than a reference field version of it — resolves the issue.
Solution: Rebuild the Report Using Account Mailing State
Follow the steps below to create a working Admits by State pie chart report using the correct field configuration.
Navigate to Reports in your Dazos CRM and click Add Report to create a new report.
Set the Primary Module to Accounts.
Set the Related Module to Intake Opportunities.
Add any necessary filters (such as a date range for admissions).
In the Columns section, add the Account Mailing State field. Do not use a reference field version of the state field (e.g., do not use State Calling From).
In the chart configuration, select Pie Chart as the chart type.
Set the Group By field to Account Mailing State — the same field added in the Columns step.
Click Save & Generate Report to create the report.
Use the Show Graph button on the results page to display the pie chart.
Verification / Expected Result
After completing these steps, the pie chart should render correctly and display admission counts segmented by state. Each pie slice will represent a different mailing state based on Account records linked to Intake Opportunities.
If the chart displays correctly, you can rename the report and use it in production.
Tips & Notes
⚠️ Known Issue: Reference fields (such as State Calling From) used as GroupBy fields in pie chart reports may return blank data. This is a potential bug currently under investigation by the engineering team. Use the direct Account Mailing State field as a workaround.
💡 Tip: When building any state-based pie chart, always use the native Account Mailing State field rather than a reference field label pointing to a state value. This ensures the GroupBy logic resolves correctly.
✅ Best Practice: Set both the Column and the GroupBy setting to the same field — Account Mailing State — to ensure consistent data rendering in the pie chart.
Escalation
If the workaround does not resolve the blank chart issue, or if you need further assistance configuring the report, contact Dazos Support. When submitting a ticket, please include:
The name of the report and field being used as the GroupBy setting
A screenshot of the report configuration and the blank chart result
Confirmation of whether the field in use is a reference field or the direct Account Mailing State field
Related Resources
How to Add Pie Charts to Reports in Dazos CRM (CRM)
Troubleshooting: Related Module Field Displaying Internal ID Instead of Display Name in Reports (CRM)
Report Data Field Requirements for Calculations in Summary Charts (CRM)