Introduction
Work more efficiently by selecting and saving favourite charts to any number of custom dashboards to fit your needs. You can create 'custom chart sets' 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.
How to create a Chart Set
Step 1 - Create any report
Step 2 - From the report dashboard, select the tick in the bottom right of any chart to add to your 'selected charts' for that report. You can see below that four of the charts have a visible green tick in the bottom right corner, which means they have been added to the selected charts for that report.
Step 3 - To add these chart selections to a saved list of charts which can be applied to any report, click the blue '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 analysis' or 'technology trends' 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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