A guide to getting started in Chartio

This guide is your resource for the things we think you’ll need to know to be successful using Chartio. Of course, our help documentation covers a lot more topics, but these are the ones we think are the fundamentals. Some topics you may already be familiar with and others may not be relevant right away, so we recommend you bookmark this resource and refer back to it as you use Chartio and get up to speed in Chartio.

Basics Fundamentals Sharing
Log into Chartio Dashboard Elements Add a user
Quick Start Chart settings Email reports
Clone and edit an existing chart Data Pipeline Slack sharing
How to get help Dashboard Controls Downloads
Blend data from different sources Embedding
Foreign keys
Advanced Customization Administration
SQL Mode Default dashboard settings Teams and Access levels
Advanced Mode Custom themes & logos Dashboard categories
Custom columns Row limits Billing
Data Stores Performance considerations
Working with Relative Dates

If you can’t find what you are looking for, reach out to us at and we’d be happy to assist you.

Download a printable PDF version of this guide.