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Edit a Chart

You can edit an existing chart to modify the name, description, report type, and filter selections. The edited version of the chart is saved as a copy; however, the Published/Unpublished status of the edited chart remains unchanged. Charts can be edited from either the Dashboard Configuration page and the My Dashboard page.

To edit a chart

  1. From the Dashboard Configuration page:
    1. Click Reports > Dashboard Configuration on the navigation bar.
    2. Select the desired chart in the list, then click Edit.
  2. From the My Dashboard page:
    1. Click Reports > My Dashboard on the navigation bar.
    2. Click in the upper-right corner of the desired chart, then click Edit.
  3. In the Edit Chart dialog box, modify the desired chart details.
  4. Click Next.
  5. Modify the demographic filter selections as desired, then click Next.
  6. Modify the assignment filter selections as desired, then click Next.

    A preview of the modified chart displays.

  7. Click Save.