Manage Charts

To add a new Chart:

1. Click the menu Manage Charts.
2. Click Add.
3. Fill out the fields in the following sequence:

a) Chart Template: In the combo, select desired Chart type.

b) Status: Enter whether the Chart is disabled or enabled for viewing.

c) Title: Enter a title for the Chart.

d) Chart Help: Use this feature to enter a help description for the Chart.

e) General Data: Select the chart type from the following options: Line, Bar and Radar.

f) Click Save to finish the operation:

To Edit a Chart:

1. Click the menu Manage Charts.
2. Select the Chart you want to edit.
3. Edit any data you want.
4. Click Save to finish the operation:

To delete a Chart:

1. Click the menu Manage Charts.
2. Select the Chart you want to delete.
3. Click the trash icon to delete the Chart:
4. Click Confirm to finish the operation:

To disable or enable a chart:

1. Click the menu Manage Charts.
2. Select the Chart you want to enable or disable.
3. Click the icon in column View:

Captions:

Green Icon: Enabled

Red Icon: Disabled

To conduct a Chart search:

1. Click the menu Manage Charts.
2. Enter the title of the Chart you want to filter.
3. Example of search by Chart title:

To search Charts:

1. Click the menu Manage Charts.
2. Click Advanced Search.
3. Enter the Chart you want to filter.
4. Example of advanced search by Chart code:

Note: To remove the filter, just delete the item from the filter.

In Charts maintenance you can manage the columns not displayed on the grid.

To manage columns, just click the Cog icon to select which columns to display, as shown below:

To Add the Chart to the View and display it on the Home in the selected View:

1. Click the menu Manage Views.
2. Find the View you want and click Edit ().
3. In field Charts, select the Chart you want.
4. Click Save to finish the operation: