Charts
Chart elements can only be placed in content sections of the report template. The chart content can be filtered, and the chart content can be edited.
| Predefined chart content cannot be changed. If attempting to edit a predefined chart, you will be prompted with a warning dialog box and given the option to clone the chart and make changes. The clone will replace the predefined chart in the report template. |
To add a chart to a report template:
1. Click and drag the chart icon,
, to the location where you want to add the chart.
The Add Charts dialog box will open.
2. Find the chart that you would like to add in one of the following ways:
• Browse the list of all the available the available charts.
• Select the category of the chart you are looking for from the Category drop-down list, then browse the list of the charts in that category.
• Search for the chart by entering all or part of the chart name into the Search field.
3. Select OK once you have found and selected the chart you would like to add.
The chart’s placeholder will appear in the location that you had selected in the template.
To add a chart filter
1. Select the filter icon,
, in the chart toolbar.
The Chart Filters dialog box will open.
2. Add filters to the chart as needed.
3. Select OK to apply the filters to the chart and return to the template page.
To edit a chart:
1. Select the edit icon in the chart toolbar,
, or double-click on the chart.
If you are attempting to edit a predefined chart, a warning dialog box will open (
Figure 275). Select
Copy and Edit to continue editing a clone of the chart.
The Edit Chart or Clone Chart (if editing a predefined chart) dialog box will open.
3. Select OK to apply your changes.
