Adding charts to your dashboard on the Home Page is a great way to keep up to date on your training goals with just a quick glance. It’s easy to add a graph, see guidance on creating and editing charts below.
For information on Smart Reports, refer to the Using Smart Reports article and our Reports section in the Help Site.
Add a Chart to Your Dashboard
- Navigate to your Manager Home Page.
- Click ADD CHART.
- Note: If a chart has been previously added, the Add Chart button will appear under Reporting.
- Choose the chart type.
- Refer to the Reports section in the Help Site for information regarding specific reports and the Report Filter Descriptions article.
- Refer to the Reports section in the Help Site for information regarding specific reports and the Report Filter Descriptions article.
- Give the chart a name.
- Adjust your filters as needed, then click REFRESH.
- When you are satisfied with your chart, click SAVE & CLOSE.
- Note: Two charts can be seen on the dashboard side by side if each chart has 5 or less worksites displayed. Charts with 6 or more worksites will take up the width of the page.
Edit Your Chart
- Click the settings gear on the chart you wish to edit.
- Adjust your filters as needed in the report, then click REFRESH.
- Click SAVE & CLOSE.
Rearrange Charts
If you prefer to see your charts in a different arrangement on the dashboard, simply drag and drop the charts using the six-dot icon above the chart title.