---
title: "Live View and charts | Admin Platform Guide"
type: "page"
published_at: "2026-10-22T13:32:15+00:00"
modified_at: "2026-10-22T13:48:40+00:00"
url: "https://quickpit.app/admin-platform-guide/live-view-and-charts/"
excerpt: ""
markdown_url: "https://quickpit.app/admin-platform-guide/live-view-and-charts.md"
---

On this page

# Live View and charts

Follow collection activity, read maps and demographics, and build custom charts.

Updated October 22, 2026. Screenshots use fictional training data. Select an image to enlarge it.

Switch guide between light and dark mode

## Live View

Open **Overview** to follow collection in **Live View**. Incoming client responses update its counters, map data, demographics, and recent activity. These are operational views of recorded responses; use Reports for population tables and duplicate review.

### Choose the count and narrow the view

1. Select the **Count** you want to monitor.
2. Under **Survey**, choose **All**, **Interviews**, **Observations**, or **Sheltered**. Custom survey types follow their interview, observation, or sheltered behavior.
3. Under **Period**, choose **Entire count**, **Last 24h**, or **Last hour**.

These filters apply to the live summaries and activity panels. Time-based views use response update times, so editing a response can move it into recent activity. **Entire count** includes the count’s recorded responses without an additional rolling-time filter.

[![Overview with count controls and activity totals. Light mode.](https://quickpit.app/wp-content/uploads/2026/10/quickpit-admin-20261021-refresh-light-overview-1024x537.webp)](https://quickpit.app/wp-content/uploads/2026/10/quickpit-admin-20261021-refresh-light-overview.webp)

*Overview. Light mode with fictional training data.*

[![Overview with count controls and activity totals. Dark mode.](https://quickpit.app/wp-content/uploads/2026/10/quickpit-admin-20261021-refresh-dark-overview-1024x537.webp)](https://quickpit.app/wp-content/uploads/2026/10/quickpit-admin-20261021-refresh-dark-overview.webp)

*Overview. Dark mode with fictional training data.*

### Read the counters

| Counter | Meaning within the selected view |
| --- | --- |
| Persons | Recorded client responses, including interview, observation, and sheltered records |
| Households | Recorded household heads, plus one household for each observation response |
| Interviews | Interview-style responses |
| Observations | Observation-style responses |
| Sheltered | Sheltered-style responses |
| Volunteers | Different user accounts that recorded client responses, not everyone on the roster or everyone who answered a Volunteer Survey |
| Locations | Different field locations represented in responses; sheltered programs are listed separately |
| Past hour | Responses in the selected view updated within the last hour |

### Explore the activity map

Choose a map mode:

- **Heatmap** shows concentrations of activity. Expand **Heatmap appearance** below the map to adjust its display. **Opacity** changes color strength. A lower **Level** makes busy areas reach red sooner. **Reset** restores the default appearance. These controls change your view, not the records or totals.
- **Locations** shows count-sized markers for field locations and teal markers for included sheltered programs.
- **ZIP** groups activity by ZIP and shades available Census ZIP areas.
- **County** groups activity within available county boundaries and shows **People by county**, including **Approx. from ZIP**, sheltered totals, sites, and share.

Use the **Unsheltered** and **Sheltered** buttons to include either or both populations on the map and its geographic table. These buttons do not change the top counters, demographics, recent activity, or saved custom charts. Hover over markers or shaded areas for details.

Recorded coordinates give a more specific position. Without them, the map may use an approximate ZIP reference point. A ZIP can cross county lines, so county assignment from that point is approximate too. Census ZIP areas approximate postal delivery areas. Read the map’s notices when boundaries are unavailable or records cannot be placed.

The table below the map provides exact totals for the included records. It shows **People by zip code** except in County mode. Records without a usable position can remain in tables even when no marker appears; map color is not a substitute for those totals.

[![ZIP map shading alongside submission and demographic charts. Light mode.](https://quickpit.app/wp-content/uploads/2026/10/quickpit-admin-20261021-refresh-light-activity-map-1024x537.webp)](https://quickpit.app/wp-content/uploads/2026/10/quickpit-admin-20261021-refresh-light-activity-map.webp)

*Activity map. Light mode with fictional training data.*

[![ZIP map shading alongside submission and demographic charts. Dark mode.](https://quickpit.app/wp-content/uploads/2026/10/quickpit-admin-20261021-refresh-dark-activity-map-1024x537.webp)](https://quickpit.app/wp-content/uploads/2026/10/quickpit-admin-20261021-refresh-dark-activity-map.webp)

*Activity map. Dark mode with fictional training data.*

[![County map shading with an approximate ZIP-position notice and demographic charts. Light mode.](https://quickpit.app/wp-content/uploads/2026/10/quickpit-admin-20261021-refresh-light-live-county-1024x537.webp)](https://quickpit.app/wp-content/uploads/2026/10/quickpit-admin-20261021-refresh-light-live-county.webp)

*Live county. Light mode with fictional training data.*

[![County map shading with an approximate ZIP-position notice and demographic charts. Dark mode.](https://quickpit.app/wp-content/uploads/2026/10/quickpit-admin-20261021-refresh-dark-live-county-1024x537.webp)](https://quickpit.app/wp-content/uploads/2026/10/quickpit-admin-20261021-refresh-dark-live-county.webp)

*Live county. Dark mode with fictional training data.*

Geography is shared within your CoC and reused: successful lookups are saved for 90 days, and confirmed no-matches for 7 days. After service failures, new lookups pause for 1 minute, then 5 minutes, 15 minutes, and up to 1 hour after repeated failures. A successful lookup resets that sequence. Reloading does not necessarily trigger a fresh lookup during these periods.

### Check activity and demographics

**Submissions · last 24 hours** shows hourly activity within your chosen filters. **Demographics** lets you switch among **Age**, **Gender**, **Race**, and **Veteran status**. Multiple-choice answers can contribute to more than one category.

The **Sheltered programs** table shows recorded people and households by program. **Recent activity** shows the latest eight matching records with survey type, place, and relative time, without client names.

## Custom charts

The **Charts** section appears on Overview, Reports, and Volunteers. Each page keeps a separate chart set for each count. Overview and Reports use client responses; Volunteers uses volunteer responses.

Saved charts use the selected count and their own settings. They do not inherit Live View’s **Survey**, **Period**, or map inclusion controls, or Reports’ Raw/Extrapolated selection.

### Add a chart

1. Select **Add chart** and enter a descriptive **Title**.
2. For client charts, choose **Population**: **All responses**, **Unsheltered (interview + observation)**, or **Sheltered programs**.
3. Choose **Chart type** and configure it:

| Chart type | Use and controls |
| --- | --- |
| Bar chart | Compare categories from a selected **Field** |
| Pie / donut | Show a field’s category distribution as a donut |
| Line (over time) | Show response counts **By day** or **By hour**, using response update times and the CoC timezone |
| Stat tile (single number) | Show the number of matching response records |
| Table | Read category counts or percentages, or compare two fields |

1. Choose a **Field** when offered. Client fields include **Merged concepts**, such as Age group and Gender, which combine equivalent answers across survey types, and **Specific questions** from the count’s attached client surveys. Volunteer fields come from the attached Volunteer Survey.
2. For a bar chart or table, optionally enable **Group by a second field (cross-tab)**. Choose **Group by (rows)** and **Then by (columns)**. For example, compare Age group by Gender.
3. Optionally enable **Only include responses matching a filter**, then choose its **Field**, **Condition** (**is**, **is not**, or **contains**), and **Value**.
4. Select **Add widget** to save.

Use **Table** with **Show as → Percentages** when you need displayed percentages. Multi-select breakdowns count answer selections, so their totals and percentages need not describe unique people. Blank answers appear as **(No answer)**; charts with many categories may group smaller categories as **Other**.

[![Chart editor showing population, chart type, fields, grouping, and optional response filter. Light mode.](https://quickpit.app/wp-content/uploads/2026/10/quickpit-admin-20261021-refresh-light-chart-builder-1024x537.webp)](https://quickpit.app/wp-content/uploads/2026/10/quickpit-admin-20261021-refresh-light-chart-builder.webp)

*Chart builder. Light mode with fictional training data.*

[![Chart editor showing population, chart type, fields, grouping, and optional response filter. Dark mode.](https://quickpit.app/wp-content/uploads/2026/10/quickpit-admin-20261021-refresh-dark-chart-builder-1024x537.webp)](https://quickpit.app/wp-content/uploads/2026/10/quickpit-admin-20261021-refresh-dark-chart-builder.webp)

*Chart builder. Dark mode with fictional training data.*

### Maintain and refresh charts

Use **Edit** and **Save changes** to adjust a chart. The up/down arrows change its order. **Delete** removes the chart after confirmation, without deleting its underlying responses.

**Copy from…** copies this page’s chart set from another count in the same CoC. Choose **Source count**, then **Copy charts**. Existing charts remain. Review copied fields and filters against the new count’s surveys.

Live View counters stream updates, while its custom charts check approximately every 30 seconds when the browser tab is visible. Chart results can be cached. Use the Charts section’s **Refresh** after correcting answers or whenever you need current chart results; Reports’ **Recompute** is a separate action. Reports and Volunteers charts do not continuously poll.

Volunteer chart totals currently include all volunteer response records associated with the count, including declines and older survey versions. The volunteer list only shows the currently attached survey, so its row count may differ from a chart total.

[![Saved custom charts with Refresh, Copy from, Add chart, editing, ordering, and deletion controls. Light mode.](https://quickpit.app/wp-content/uploads/2026/10/quickpit-admin-20261021-refresh-light-custom-charts-1024x448.webp)](https://quickpit.app/wp-content/uploads/2026/10/quickpit-admin-20261021-refresh-light-custom-charts.webp)

*Custom charts. Light mode with fictional training data.*

[![Saved custom charts with Refresh, Copy from, Add chart, editing, ordering, and deletion controls. Dark mode.](https://quickpit.app/wp-content/uploads/2026/10/quickpit-admin-20261021-refresh-dark-custom-charts-1024x448.webp)](https://quickpit.app/wp-content/uploads/2026/10/quickpit-admin-20261021-refresh-dark-custom-charts.webp)

*Custom charts. Dark mode with fictional training data.*

## LLMS

- [llms.txt](https://quickpit.app/llms.txt) Markdown text overview for AI agent consumption
- [llms-full.txt](https://quickpit.app/llms-full.txt) Complete website text in markdown format for AI agent consumption