� Introduction
The Chart Center feature lets you generate diverse charts from raw data and apply various chart type and group by settings.
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Navigation: Admin > Common > Chart Center.
The Chart Center screen will be loaded per below image.
� Sample reports
In the Chart Center screen you will see list of sample reports and charts provided to help you get started. These samples can also be added to your Dynamic Dashboard.
| Sample report | Data configurations | Sample chart | Chart configurations |
|---|---|---|---|
| My Tasks | - Refer My tasks screen | Undone Tasks |
- Chart type: Table - Filter: Done = N. |
| Revenue Report |
- Invoice type: Operation - Invoice sort: A/R, D/N - Invoice status: Posted |
All Customers by Revenue (Descending) |
- Chart type: Table - Group by: Customer name - Value: Sum of Revenue - Filter:
- Sort: Descending. |
| Top 5 Customers by Revenue |
- Chart type: Donut - Group by: Customer name - Value: Sum of Revenue - Filter:
- Sort: Descending. |
||
| Profit Report |
- Invoice type: Operation - Invoice sort: A/R, D/N - Invoice status: Posted |
All Customers by Profit (Descending) |
- Chart type: Table - Group by: Customer name - Value: Sum of Profit - Filter:
- Sort: Descending. |
| Top 5 Customers by Profit |
- Chart type: Donut - Group by: Customer name - Value: Sum of Profit - Filter:
- Sort: Descending. |
||
| Volume Report (FCL Mode) |
- Ship mode: FCL - Volume: TEU |
All Customers by Volume (Descending) |
- Chart type: Table - Group by: Customer name - Value: Sum of Volume - Filter:
- Sort: Descending. |
| Top 5 Customers by Volume |
- Chart type: Table - Group by: Customer name - Value: Sum of Volume - Filter:
- Sort: Descending. |
||
| Overdue Invoices by Term |
- Invoice sort: A/R, D/N - Invoice type: Operation, General Admin - Balance > 0 - Status: Posted Refer Outstanding Report. |
Overdue Invoices by Term |
- Chart type: Combo - Group by: Payment term - Value: Sum of Invoice Amount, Sum of Count - Filter:
- Overdue invoices increment daily. |
� Create chart from a report
Note: Pie and donut charts does not have the capacity to display negative amounts. You can switch to a different chart type, like bar or line chart.
� Edit an existing chart
1. Select a report in the Report List.
2. Double click on a chart to view its details.
3. On the top right, click Edit Chart to generate below popup.
4. You can make changes in the Chart Type and Configure tabs. Click Save to update the changes and confirm. Chart will be updated successfully.
� Share reports & charts
- Select a report in the Report List.
- Go to Share tab and select the users you would like to share.
- To select, on the left table, click on the checkbox and click on Select button.
- To deselect, click on the checkbox on the right table and click on Deselect button.
4. f you are the recipient of the report, in Chart Center you will see the report and charts visible. You will also have access to these charts and reports in the Dashboard Setup screen