Viewing Charts
Last updated
Last updated
This guide explains how to view your organization’s charts in a dashboard-style screen, so you can quickly see all your favorite metrics and core statistics in your account, which update in real-time.
The Chart Views feature uses a grid system that allows you to organize your saved charts into a layout that suits you. Drag and drop charts into the grid area, and resize them as you wish. You may also view your charts in presenter mode (full screen), making it ideal for display in a network operations center.
Navigate to Connected Devices > Chart Views from the side navigation.
Your screen opens to show a Create new Chart View button and links to any saved chart views, detailing how many charts the view contains.
Click Create new dashboard.
Your presets display in the left-hand sidebar.
To add a single preset chart to your dashboard, click and drag the preset into the center of the screen.
The chart appears in the viewing pane.
Click Save.
Name your chart view, then click Save again.
Your chart view is now built and is in View/Edit mode.
To add additional preset charts, click Edit.
Drag any additional preset charts to an edge of the chart you have already added. When hovered over an edge, a gray bar appears with a “+” to indicate this is where you can drop your new chart. Your cursor shows the name of the chart you are adding. The edge you choose is the position the new chart will take up. For example, if you drop the new chart at the edge on the right, the new chart will appear to the right of the old chart; if you drop it at the top edge, it will appear above the old chart.
Note: if you drop the new chart over the center of the old chart, instead of on one of its gray edges, it will replace the old chart rather than sit alongside it.
To move a chart to a different area of your screen, click and drag your preset to the side you want it placed, noting that the gray edges again appear for you to drop your chart into. Click Save.
Create chart views that you can share between your whole organization.
Note: Presets that show a padlock icon are only visible to you.
Create your chart (see Configuring Charts for information about building charts).
Click Save Preset below your chart.
In the resulting pop-up, give your preset a name and select Visible to Organization.
This means that anyone in your organization can modify, delete, and/or see your chart.
You can also add Tags to your preset charts to help order and find them more easily. For example, you might create a tag for charts that apply to Client A and a tag for charts that apply to Client B.
Click Save Preset.
Once saved, your screen returns to your chart.
To view information about your preset, under the chart header, click Preset Info.
From this screen, you can also edit your tags.
To add your preset to a chart view, go back to Connected Devices > Chart Views.
Either create a new chart view or click an existing one.
You will see your new preset in the list of available presets to add to your chart view (note that it does not display a padlock since it is visible to your whole organization). Follow the instructions in Viewing Your Charts to add it to your chart view.
