The Chart Templates Page

Use the Chart Templates page to create and manage your chart templates.

  1. Select Report Management from the Navigation Toolbar.
  2. Click on the Charts tab. The Chart Templates page will open.

Create Chart Templates

To create a chart template, follow these steps:

  1. Click the Create button.
  2. Enter a name for your template in the Chart Templates field.
  3. Use the Data Type and Default Series Type drop-down menus to select a data type and a series type for your template .
    1. Data Type: Category Chart, XY Chart.
    2. Default Series Type: Line, Bar, Area, Gantt, Pie, Donut, Spider, Spider Filled.
  4. Configure your chart template's settings using the options available in the Chart Settings, Axis Settings, and Series Settings tabs.

    5. Click image to expand or minimize.

  5. After you make changes to the template's settings, click the Refresh button to update the sample chart.

    6. Click image to expand or minimize.

  6. When you have finished setting up your template's options, click the Save button to save your template.

Edit Chart Templates

You can edit chart templates by following these steps:

  1. Click the Edit button.
  2. Change the name of the chart in the Chart Templates field, as required.
  3. Change the settings, as required.
  4. Click the Save button.

Delete Chart Templates

To delete chart templates, follow these steps:

  1. Select the template you wish to delete from the Chart Templates drop-down menu.
  2. Click the Delete button.