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Create a Personal Chart Template

You can edit a chart template in order to create a personal chart. Charts displayed on the My Dashboard window can be edited directly from the dashboard. Other chart templates are accessed from the Templates tab. Default chart templates cannot be modified. To save changes you must use the Save As option.

Editing a chart template is similar to editing templates for all reports, with a few minor differences:

  • The Activity Dates filter has an additional Display Units control.
  • When you save a modified Personal chart template that is currently displayed on the Dashboard, the new chart template will replace the dashboard template. Selecting Save As does not replace the current chart. If you modify a chart from the templates tab that is not currently displayed on the dashboard, you must manually add this chart to the dashboard, if desired.

To create a personal chart template

  1. From the menu click My Dashboard.
  2. Click the desired chart to select it.
  3. Click Edit, or double click the chart.

    Optionally, you can select a chart from a templates tab, and click Edit. The Templates window displays the Edit Chart template.

  4. If available, click the following tabs to modify the associated filters:
    • Activity Dates - specifies what period in time the report should include.
    • Group / Users - returns data only for the selected groups or users.
    • Asset Filter - returns data only for the selected asset types.
    • Filter Options - a variety of filters for selecting criteria such as assignment and access dates.
  5. Optionally, you can Preview the chart before saving the template to determine if it meets your needs.
  6. To save the template, click Save As. The Save dialog displays.
  7. Enter a Name for the personal template. Name field is mandatory and cannot contain more than 120 characters. The following characters are not allowed: \ / : * ? " < > | ; {}
  8. Enter a Description of the template, if desired. Maximum character limit is 512.
  9. Click OK. The new template will be saved to the Personal tab and a message will prompt you to create a schedule for this template.
  10. Click Yes to create a schedule or No to display the Personal template tab.

Optionally, you can save the results from the Edit Template window.

Note: The Preview window allows you to edit or save the template, and to save the template results.