Difference between revisions of "Charts"

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In order to create a Chart, firstly you must have defined a View on the Request List - Learn more about [[Request_List_Views|Views]]
 
In order to create a Chart, firstly you must have defined a View on the Request List - Learn more about [[Request_List_Views|Views]]
  
* Click on the Charts tab from an existing View
+
# Click on the Charts tab from an existing View
* The Criteria for the Chart is inherited from the View, and you can review the criteria from the Criteria tab when creating a Chart
+
#* Criteria for the Chart is inherited from the View, and you can review the criteria from the Criteria tab when creating a Chart
* Start by giving the Chart a name
+
# by giving the Chart a name

Revision as of 12:56, 25 September 2015

Home > Service Manager > Request List > Views > Charts

Introduction

It is possible to create one or multiple Charts against each View that you have defined. Once Charts are created they will automatically be added to your personal Dashboard, which will become accessible from a 'My Dashboard' Icon MyDashboardIcon.png on the Request list. This Icon will not be visible unless at least one Chart is created against one of your Views.

You can toggle between your Request list view and your My Dashboard by clicking on the MyDashboardIcon.png icon when on your Request List view, and the MyList.png icon when on the My Dashboard View.

Creating Charts

Creating charts.png

In order to create a Chart, firstly you must have defined a View on the Request List - Learn more about Views

  1. Click on the Charts tab from an existing View
    • Criteria for the Chart is inherited from the View, and you can review the criteria from the Criteria tab when creating a Chart
  2. by giving the Chart a name