Edit or Copy a Chart

You can edit or copy an existing chart to modify the name, description, report type, and filter selections.

Edit a chart

An edited version of a chart is saved as a copy; however, the Published/Unpublished status of the edited chart remains unchanged. Charts can be edited from the Dashboard Configuration page or the My Dashboard page.

  1. From the menu, click Reports > Dashboard Configuration.
    1. Select the desired chart in the list.
    2. Click Edit.

    2. Optionally, click Reports > My Dashboard.

    1. On the desired chart, click More Options.
    2. Click Edit.

  2. In the Edit Chart dialog, modify the chart details.
  3. Click Next.
  4. Modify the audience filter selections as desired, then click Next.
  5. Modify the assignment filter selections as desired, then click Next.

    6. A preview of the modified chart displays.

  6. Click Save.

Copy a Chart

Save a copy of an existing chart by renaming it with a new title. The copied chart has a status of Unpublished, regardless of the status of the chart from which it was copied.

  1. Click Reports > Dashboard Configuration.
  2. Select the desired chart from the list, then click Copy.
  3. Enter a name the chart.
  4. Click Copy.

The copied chart displays in the list.