Using Gold-Vision

Dashboards & Reports

Creating A Chart

Charts, tables and counts, known as Widgets, can be created from lists or Home Pages. 

Creating A Chart From A List

To create a chart from a list, select Report from the View menu.

You will then have the following options:

Select create a new widget and select Chart

Select the chart type then choose the Type and select an X and Y Axis.  Giving it a descriptive name is helpful.

Tip

If you select the option Make available for other users to add, they can add it via the Add Widgets option in the list view.

Make available for other users to add

Click on any section of the chart to drill down to a list view of the items.

Info

Widgets are dynamic, if a change is made to the list, the charts will automatically refresh.

Watch the web clip to see how to create a chart.


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