--- title: How to access and manage Charts & Graphs (May 2024 Release) description: Learn how to access and manage Charts & Graphs --- [Skip to content](https://docs.sitesoft.com/how-to-create-and-manage-charts-graphs-may-2024-release#main-content) [![SiteConnect Logos (LinkedIn Post)](https://docs.sitesoft.com/hs-fs/hubfs/SiteConnect%20Logos%20(LinkedIn%20Post).png?width=161&height=26&name=SiteConnect%20Logos%20(LinkedIn%20Post).png)](https://siteconnect.io/gb) Open main navigation Close main navigation - [Portal](https://app.sitesoft.com/) [Portal](https://app.sitesoft.com/) Need help? - There are no suggestions because the search field is empty. 1. [SiteConnect User Guide](https://docs.sitesoft.com/?hsLang=en) 2. [Charts & Graphs](https://docs.sitesoft.com/charts-graphs?hsLang=en) # How to access and manage Charts & Graphs (May 2024 Release) ## 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](https://docs.sitesoft.com/charts?hsLang=en)to take you to the full list of user guides for Charts.**  ### Index: - [How to access your Charts & Graphs](https://docs.sitesoft.com/how-to-create-and-manage-charts-graphs-may-2024-release#howtocreatecharts) - [How to add Charts & Graphs to a row](https://docs.sitesoft.com/how-to-create-and-manage-charts-graphs-may-2024-release#howtoaddyourchartstoarow) - [How to filter and date range your Charts & Graphs](https://docs.sitesoft.com/how-to-create-and-manage-charts-graphs-may-2024-release#howtofilteranddaterangeyourcharts) - [Individual Chart & Graph controls](https://docs.sitesoft.com/how-to-create-and-manage-charts-graphs-may-2024-release#individualchartgraphcontrols) - [How to move your Charts & Graphs within a row](https://docs.sitesoft.com/how-to-create-and-manage-charts-graphs-may-2024-release#howtomoveyourcharts) - [How to remove a row](https://docs.sitesoft.com/how-to-create-and-manage-charts-graphs-may-2024-release#howtoremovearow) - [How to download your Charts & Graphs as images](https://docs.sitesoft.com/how-to-create-and-manage-charts-graphs-may-2024-release#howtodownloadcharts)   ### 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. ![Charts selection ](https://docs.sitesoft.com/hs-fs/hubfs/Charts%20selection%20.png?width=528&height=520&name=Charts%20selection%20.png) 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.     ![Chart selection-1](https://docs.sitesoft.com/hs-fs/hubfs/Chart%20selection-1.png?width=688&height=54&name=Chart%20selection-1.png)   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.   ![Chart module list](https://docs.sitesoft.com/hs-fs/hubfs/Chart%20module%20list.png?width=688&height=57&name=Chart%20module%20list.png)   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.   ![Chart selector](https://docs.sitesoft.com/hs-fs/hubfs/Chart%20selector.png?width=688&height=164&name=Chart%20selector.png)   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.   ![Chart filter and add](https://docs.sitesoft.com/hs-fs/hubfs/Chart%20filter%20and%20add.png?width=149&height=61&name=Chart%20filter%20and%20add.png) ![Chart rows 1 - 4](https://docs.sitesoft.com/hs-fs/hubfs/Chart%20rows%201%20-%204.png?width=142&height=188&name=Chart%20rows%201%20-%204.png)   To add more rows click on the **+ Button** and follow the steps above. ![Chart filter and add](https://docs.sitesoft.com/hs-fs/hubfs/Chart%20filter%20and%20add.png?width=149&height=61&name=Chart%20filter%20and%20add.png) ### 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**.   ![Chart plus button](https://docs.sitesoft.com/hs-fs/hubfs/Chart%20plus%20button.png?width=202&height=45&name=Chart%20plus%20button.png) A list of different options will display depending on the Module you in.  Click on the option you want to add.   ![](https://docs.sitesoft.com/hs-fs/hubfs/image-png-May-17-2024-07-26-54-4057-AM.png?width=241&height=360&name=image-png-May-17-2024-07-26-54-4057-AM.png)   The chart or graph you have selected will then display.   ![Chart - one chart](https://docs.sitesoft.com/hs-fs/hubfs/Chart%20-%20one%20chart.png?width=688&height=175&name=Chart%20-%20one%20chart.png)   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.   ![Chart columns](https://docs.sitesoft.com/hs-fs/hubfs/Chart%20columns.png?width=257&height=120&name=Chart%20columns.png)   ### 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.    ![Chart filter selector](https://docs.sitesoft.com/hs-fs/hubfs/Chart%20filter%20selector.png?width=343&height=109&name=Chart%20filter%20selector.png) 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**   ![Chart - incident filter](https://docs.sitesoft.com/hs-fs/hubfs/Chart%20-%20incident%20filter.png?width=688&height=218&name=Chart%20-%20incident%20filter.png)   ### 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 ![Drag handle ](https://docs.sitesoft.com/hs-fs/hubfs/Drag%20handle%20.png?width=168&height=52&name=Drag%20handle%20.png) **Refresh** - refresh your screen view ![Chart refresh](https://docs.sitesoft.com/hs-fs/hubfs/Chart%20refresh.png?width=161&height=52&name=Chart%20refresh.png) **Download** - download the chart or graph to an image file ![Chart download](https://docs.sitesoft.com/hs-fs/hubfs/Chart%20download.png?width=161&height=52&name=Chart%20download.png) **Remove** - delete the chart or graph ![Chart remove](https://docs.sitesoft.com/hs-fs/hubfs/Chart%20remove.png?width=161&height=52&name=Chart%20remove.png)   ### 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.   ![Drag handle ](https://docs.sitesoft.com/hs-fs/hubfs/Drag%20handle%20.png?width=168&height=52&name=Drag%20handle%20.png) ![Charts drag 4 columns](https://docs.sitesoft.com/hs-fs/hubfs/Charts%20drag%204%20columns.png?width=688&height=177&name=Charts%20drag%204%20columns.png)     ### 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**   ![Charts Legacy](https://docs.sitesoft.com/hs-fs/hubfs/Charts%20Legacy.png?width=287&height=53&name=Charts%20Legacy.png) 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**.   ![Charts Yes No](https://docs.sitesoft.com/hs-fs/hubfs/Charts%20Yes%20No.png?width=435&height=85&name=Charts%20Yes%20No.png) ### 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.    ![Chart - incident download](https://docs.sitesoft.com/hs-fs/hubfs/Chart%20-%20incident%20download.png?width=688&height=31&name=Chart%20-%20incident%20download.png) In the top right of the screen you will see the download. Click on **Open file** to open the image.   ![Charts - download](https://docs.sitesoft.com/hs-fs/hubfs/Charts%20-%20download.png?width=433&height=101&name=Charts%20-%20download.png) If there is more than one image you can click on the arrows to scroll through them.   ![Charts download images](https://docs.sitesoft.com/hs-fs/hubfs/Charts%20download%20images.png?width=688&height=342&name=Charts%20download%20images.png)   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.   ![Charts - download row](https://docs.sitesoft.com/hs-fs/hubfs/Charts%20-%20download%20row.png?width=280&height=47&name=Charts%20-%20download%20row.png) **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.   ![Chart - download chart](https://docs.sitesoft.com/hs-fs/hubfs/Chart%20-%20download%20chart.png?width=249&height=178&name=Chart%20-%20download%20chart.png)   **If you need any further help or have any questions please contact the support team by email: [support@siteconnect.io](mailto:support@siteconnect.io) or Ph: [0800 748 763](tel:64800748763)** - 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