Page tree

Chart Collections

A chart collection is a collection of charts and summary reports from any table that are run and displayed together on a single screen. Chart collections can include charts and summary reports from one or more tables, and even blocks of custom HTML. They can be automatically distributed via email in the same way as reports. Chart collections are a convenient way of displaying related charts and reports in a single place.

Accessing Chart Collections

You can access Chart Collections by Using the Navigation Menu. With the nav bar, add the Chart Collections item to one of your configured groupings. With the left pane, expand the Home section to see the Chart Collections option.

The Chart Collections screen shows a list of available chart collections. Click the View icon next to a chart collection to open it. From the collection, you can click into individual charts and drill down into the data on the Report tab.

Service Request Overview chart collection

Creating Chart Collections

Chart collections are created and edited using the Chart Collections wizard.

  1. On the Chart Collections screen, click New or edit an existing chart collection.
  2. On the Components tab, hover over Add and then choose a component type, such as a Chart, Custom Summary Report, or one of the other report types. 

    If you choose an HTML/URL component, the setup allows you to choose a component type and then manually enter the code or URL directly into a text field. This is then rendered when it is added to the Chart Collection.

  3. In the screen that opens, select a table and either create a new chart/report or select one that belongs to that table. 
  4. Repeat steps 2-3 to add all the charts and reports you want to include. If you add one in error, or if you are editing a chart collection in order to remove a component, select the component row and click Remove.
    List of components in a chart collection
  5. On the Layout tab, choose to arrange the chart collection in columns or tiles. A column layout orders and sizes the components uniformly, whereas a tile layout lets you order and resize the components individually. For greater flexibility, we recommend choosing a tile layout. The tile layout uses the same adaptive design as the widget layout editor, where the components will snap together and the area will resize when you reorder the elements on the screen.

    Snapping tile layout editor
  6. Add components to the layout and arrange them as desired.
    • For columns, add a component to the chart collection layout by dragging and dropping the component from the Available Widgets area. You can then add or delete rows and columns by using the buttons above the layout. 
    • For tiles, add a component to the layout by clicking the component name. Click the X in the top-right to remove a component, and click and drag the arrow in the bottom-right to resize a component.
  7. Add a title and description on the Title tab.
  8. On the Schedule tab, select an option to define how often the chart collection is automatically generated. You can also choose whether the chart collection is distributed via email, saved to a file folder on the server, or both. If you choose either of these latter options, you have additional options to set, such as the email recipients and file name.
  9. On the Options tab, you can choose who can access the chart collection; whether to include HTML, text, and Excel reports with the collection; whether to show the report in a new window; and the default size.
  10. Click Finish to save your chart collection.

For more information, see Reporting.