WSS Admin Guide

Managing Custom Charts

You use the Saved Charts section of the Report Manager to access and manage your own saved charts. Only the administrators who created the saved charts can access and manage them.

To view a saved chart:

• From the Home tab, from the Statistics drop-down menu, select Charts.


The Charts page displays.


• Click the Report Manager button.


The Report Manager shows the canned charts on the left side of the page. Saved charts and scheduled reports appear in the Chart Management & Report Scheduling on the right side.


• Make sure the Saved Charts panel is open. If it is not, click Saved Charts.
• Open the folder containing your saved charts and click the chart name.

To change a folder name or edit a saved chart:

• To change a folder name, click the Edit icon at the right of the folder:

• To edit a chart, open the folder containing your chart and click the Edit icon at the right of the chart name.
  The Edit Saved Chart dialog opens for you to edit.

To copy a saved chart:

• Open the folder that contains your chart.
• Select the Edit icon at the right of the chart name:


The Edit Saved Chart dialog opens.

• Edit the chart attributes and give it a new name.
• Click Save As.

To delete a saved chart:

• Open the folder that contains your chart.
• Select the Delete icon at the right of the report name:


A message asks you to confirm the delete. If the chart is open for viewing, you cannot delete it. If the chart is part of a scheduled report, you cannot delete it and an error message identifies the charts in the report.

To download a saved chart as PDF:

• Select the PDF icon at the right of the chart name:

• At the Opening <chart_name> dialog, choose Open with to open the PDF version in a separate window, or choose Save File to save the file locally.