View a Chart or Graph

Charts and Graphs Overview | Print Charts

To view a sales chart or graph:

1. From the Report Center, select any report listed as a chart or graph.

Depending on your settings and how you access the chart, you may or may not have an opportunity to modify the options before running. If not, you can modify the settings once the chart is displayed as described in the following steps.

2. Select Modify and define filters and display options:

• Change Graph Content Use to change the graph values and whether the results are displayed as a bar, line, or pie chart.

• Filter Data Enter filter criteria as necessary to include/exclude your data.

• Change Graph Appearance Use to modify page orientation, header and footer, and fonts.

• Set Graph Access Level Use to restrict employee access based on their security group.

3. Select OK. The chart is re-displayed with your custom settings.

4. Select Run. Your graph/chart is displayed with your new settings.

Notes:

• With a graph/chart displayed, you can toggle between the values to be displayed from the available drop-down lists in the upper-right of the screen. Line graphs will display any combination of the values selected. Pie charts and bar graphs will display only one value at a time.

• You can also change the date range as needed at the top of the chart and select Apply Date Range.