Learn how to access and manage Charts & Graphs
You can access and manage charts for the following features: Dashboard, Projects, Inductions, Incidents, Safety Observations, Tasks, Forms, Hazards & Risks, Inspections & Audits, Site Activity, Toolbox Talks, Messages. Click here to take you to the full list of user guides for Charts.
Index:
- How to access your Charts & Graphs
- How to add Charts & Graphs to a row
- How to filter and date range your Charts & Graphs
- Individual Chart & Graph controls
- How to move your Charts & Graphs within a row
- How to remove a row
- How to download your Charts & Graphs as images
How to access your Charts & Graphs
You can access and manage Charts & Graphs for any of the Modules that have an arrow to the left in the screenshot below. Click on the relevant tab to access the Chart & Graph feature.
Within each module that Charts & Graphs apply to there will be an option to click on the Charts tab at the top of the page, which opens up a list of the available Modules.
You can click on any of these Modules to view the Charts that have been created for those modules or aqcess and manage Charts & Graphs. You can also click on the arrow to the right to display more Module options.
In each applicable Module above the content for that module you will see a bar with the name of the module and (Charts) next to it. To the right of the name you will see a dropdown arrow, click on this arrow to open up or access and manage Charts & Graphs for that module. You can also click on the dropdown arrow to clear the Charts & Graphs view or click on it again to reopen the view.
If you navigate away from the Module and come back to it you will see the same view that was displaying when you navigated away.
Once you have opened the Charts & Graph view hoover over the Filter and + Buttons in the right of the screen and click on the + Button. Then select if you want 1-4 columns for your row.
To add more rows click on the + Button and follow the steps above.
How to add your Charts & Graphs to a row
Once you have selected your row and the number of columns you can then add your charts & graphs to each column by clicking on the + Button.
A list of different options will display depending on the Module you in. Click on the option you want to add.
The chart or graph you have selected will then display.
If you decide you want to add or remove columns to your row you can change the number of columns by clicking on the dropdown selector for the columns.
How to filter and date range your charts and graphs
You can filter and date range your Charts & Graphs for the entire module by clicking on the Filter button. If you do not select a date range it will auto default to the last three year period.
You cannot filter or data range individual rows or columns
The filter that is applicable to that module will display (below example is for the Incidents module. You can then filter as applicable and select the date range.
- To set your filter selections click on Appy Filters.
- To clear the filter click on Clear Filters.
- To clear your date range back to the three year period click on Clear Date Range
Individual Chart & Graph Controls
Below are the controls for each chart or graph within your columns
Drag Handle - click and drag the chart or graph to position it within the row
Refresh - refresh your screen view
Download - download the chart or graph to an image file
Remove - delete the chart or graph
How to move your Charts & Graphs within a row
To move your Charts and Graphs around within a row click on the Drag Handle. You will then be able to drag the Chart or Graph and position it within your row.
How to remove a row
If you want to remove a row hover over the controls on the top left hand side of the screen and click on the X
A pop up will display asking 'are you sure you want to remove this row?' If you want to remove it click on Yes, if you don't want to remove it click on No.
How to download your Charts & Graphs as images
To download charts & graphs for all images go to the top of the screen in your module and click on the download button on the right side of the module name with (charts) in brackets.
In the top right of the screen you will see the download. Click on Open file to open the image.
If there is more than one image you can click on the arrows to scroll through them.
To download charts & graphs for your rows click on the download button on the right side of the row and follow the same instructions as above to view the file.
To download the individual charts or graphs click on the download button on the right side of the chart or graph and follow the same instructions above to view the file.
If you need any further help or have any questions please contact the support team by email: support@siteconnect.io or Ph: 0800 748 763