product icon

How to Add a Chart

Charts give you rich reporting and analysis within theCentral workspace. Each chart is a representation of data pulled from a specific Central report or Alert Package.

Who can use this feature? The full set of Central reports and charts is available for the following:
Basic/Plus/Premier Subscription Modular Subscription User Permissions
  • Premier
  • Insight
  • Reports
  • View Inventory Data
  • Inventory Management
  1. In the Central, you can create charts in two places:
    • Reports page
    • Alerts page
  2. Click Add Chart.

    Result: The Add Chart dialog box is displayed.

  3. Select a Category and Report/Alert type.
    For details, see Report Types?> and Alert Rule Types?>.
  4. Name the chart.
  5. Choose the Chart type (usually table, bar, or pie).
  6. Select the data to be displayed.
  7. Follow the on-screen instructions to complete your chart.
  8. Click Save.

    Result: Your chart appears on the active dashboard tab.

What to do next: Moving and editing charts
To move a chart, grab it by the header and drag it to the preferred location on the tab. You cannot move a chart to another tab.
To edit a chart, click the wrench icon.
To drill-down from chart view to standard view, click anywhere in the chart space.
Article last updated: 27 September, 2022