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 Customization
Quick Start Dashboard and Chart Settings
Fundamentals Sharing
Visual SQL Actions Export Dashboards
Dashboard Controls Email Reports
Relative Date Variables Slack Integration
Merging Queries Embedding
Advanced Admin
Data Stores Teams and Permissions
Custom Schemas Organization Settings
Foreign Keys Billing

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.