The article guides users on adding, editing, and managing charts on their Manager dashboard. It explains how to create charts, edit filters, rename, save, and refresh them.
Visit Creating Multiple Dashboards for step-by-step instructions on creating multiple dashboards in Manager.
Add a Chart to Your Dashboard
- Login to Manager or navigate to your Manager Home Page.
- Click on the
icon.
*If a chart has been previously added, the Add Chart button will appear under Reporting. - Select a chart type.
- Refer to the Reports section in the Help Site for information regarding specific reports and the Report Filter Descriptions article for report guidance.
- Refer to the Reports section in the Help Site for information regarding specific reports and the Report Filter Descriptions article for report guidance.
- The new chart will appear. Rename the chart, if desired, by clicking on the
icon.
- Adjust your filters as needed, then click REFRESH.
- When you are satisfied with your chart, click SAVE & CLOSE.
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
- Navigate to the homepage, or login.
- Find the chart you will be editing. Click the settings
icon.
- Adjust your filters as described in steps 4 - 5 above, then click REFRESH. You will receive a data updated confirmation ribbon.
- Click SAVE & CLOSE. You will receive a green confirmation ribbon.
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.
For information on Customizable Reports, refer to the Using Customizable Reports article and our Reports section in the Help Site.