<< Click to Display Table of Contents >> Navigation:  General Functions > The Dashboard > Manage Charts

You may add charts to, or remove charts from, your Dashboard using the Manage Dashboard function.

You are presented with two lists.  The list on the left contains all chart/graph style reports that are available for you to place on your Dashboard.  Notice that you may already have one or more of the items listed on your Dashboard.  You are allowed to place the same item on the Dashboard as many times as you like because, for each item, you may choose to scope the reporting differently, which would render a different chart.

The list on the right contains all the charts currently on your dashboard.

 

To add a chart to your Dashboard

Click once on the available chart that you would like to add (left list).

Click once on the >> button.

 

To remove a chart from your Dashboard

Click once on the Dashboard chart you would like to remove using the right list.

Click once on the << button.

Note - when a chart is removed from the Dashboard, it may also be removed as a Favorite report.  (Dashboard charts are, by definition, saved as Favorite reports.)  If the Favorite report has been scheduled as a Timed Operation (such as an automated generation and distribution of the report), it will be preserved as a Favorite and simply removed from the Dashboard.  If it has not been defined to participate in a Timed Operation, it will be removed from the Dashboard and also removed from the list of Favorite reports.

 

To change scope or chart type of an existing chart on your Dashboard

Click once on the Dashboard chart you would like to modify using the right list.

Make the change(s) to scope and/or chart style in the Report Scope area (lower right corner).

Click once on the Update link next to the Report Scope title.

 

When done managing your Dashboard charts, click once on the Close link (next to the Manage Dashboard title near the top).  You will be returned to the Dashboard.