How to select specific charts that you'd like to review in your report
The Classification platform now has over 100 datasets and selecting the right ones, can be quite overwhelming at times. You can create your own set of favourite charts to revisit in every report, or create a custom chart for a particular project. We even have some saved chart sets relating to specific workflows such as Competitive Intelligence and Benchmarking which are already saved for you in the platform.
To access default chart sets in the platform
Step 1 - Click the red 'tick' icon in the top left of your report screen:
Step 2 - Select the set of charts that you'd like to access such as 'Competitive Intelligence' or 'Tech trends' for example:
Step 3 - A chart set can easily be applied to any report. To switch between chart sets, select the tick in the top left of the report, and select load to apply your default or custom chart set:
To create your own favourite or custom chart set
You can select custom charts so that when you create any report in the future, your report is formatted with the same chart options at the click of a button.
- Step 1 - Create any report
- Step 2 - From the report dashboard, select the tick in the top right of any chart to add to your 'selected charts' for that report. You can see below that three of the charts have a visible blue tick in the top right corner, which means they have been added to the selected charts for that report. You can then also click 'show only selected charts' in the top right of your report to view only those with the blue tick, focusing in on your charts of interest only.
- Step 3 - To add these chart selections to a saved list of charts which can be applied to any report, click the red 'tick' icon in the top left of your report screen and select 'save'. You can then give that set of charts a name such as 'Competitor Filing Analysis' or 'Risk Analysis' for example:
- Step 4 - In any future report, this selection of charts can then be applied. In any report, select the tick in the top left of the report, and select load to apply your custom chart set:
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