Note: 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.
In this article:
Add a Chart to the Your Dashboard
Edit Your Chart
Rearrange Charts
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.