---
title: How to access and manage Form Charts & Graphs (May 2024 Release)
description: Learn how to access and manage Form Charts &amp; Graphs (May 2024 Release)
---

[Skip to content](https://docs.sitesoft.com/how-to-create-and-manage-form-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 Form Charts & Graphs (May 2024 Release)

## Learn how to access and manage Form Charts & Graphs (May 2024 Release)

**You can also access and manage charts & graphs for the following features:** Dashboards, Projects/Sites, Inductions, Safety Observations, Tasks, Incidents, 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. **

 

To access the Charts & Graphs for Forms go to the Forms Tab and click on either the Form Templates, Form Categories or Assigned Forms tabs and locate the bar called Forms (Charts).  To the right of the bar you will see a **dropdown arrow**, click on this arrow to open up or manage Charts & Graphs for this module.  You can also click on the dropdown arrow to clear the Charts & Graphs view or click on it again to reopen the view.  

 

![Charts Forms](https://docs.sitesoft.com/hs-fs/hubfs/Charts%20Forms.png?width=688&height=79&name=Charts%20Forms.png)

 

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.

 

![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)

 

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)

 

The Charts & Graphs available for Forms is listed below.

 

![Charts forms list](https://docs.sitesoft.com/hs-fs/hubfs/Charts%20forms%20list.png?width=112&height=113&name=Charts%20forms%20list.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 at the top right of the screen  If you do not select a date range it will auto default to the last three year period. You can not filter or date range on individual rows or columns.

 

![Chart filter selector](https://docs.sitesoft.com/hs-fs/hubfs/Chart%20filter%20selector.png?width=325&height=103&name=Chart%20filter%20selector.png)

 

**For more a more detailed training guide on how to create and manage charts [click here](https://docs.sitesoft.com/how-to-create-and-manage-charts-graphs-may-2024-release?hsLang=en).**

 

**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)**

 

  

- [About SiteConnect](https://docs.sitesoft.com/about-siteconnect?hsLang=en)
- [Assets](https://docs.sitesoft.com/assets?hsLang=en#main-content)
  
  
  
  
  
    - [Getting Started With Assets](https://docs.sitesoft.com/assets?hsLang=en#getting-started-with-assets)
    - [Set Up Your Asset Register](https://docs.sitesoft.com/assets?hsLang=en#set-up-your-asset-register)
    - [Manage Your Assets](https://docs.sitesoft.com/assets?hsLang=en#manage-your-assets)
    - [Manage Asset Safety](https://docs.sitesoft.com/assets?hsLang=en#manage-asset-safety)
    - [Troubleshoot Assets](https://docs.sitesoft.com/assets?hsLang=en#troubleshoot-assets)
- [Account](https://docs.sitesoft.com/account?hsLang=en#main-content)
  
  
  
  
  
    - [Company Documents](https://docs.sitesoft.com/account?hsLang=en#company-documents)
- [Charts & Graphs](https://docs.sitesoft.com/charts-graphs?hsLang=en)
- [Contractors](https://docs.sitesoft.com/contractors?hsLang=en)
- [Covid-19 Module](https://docs.sitesoft.com/covid-19-module?hsLang=en)
- [Digital Signatures](https://docs.sitesoft.com/digital-signatures?hsLang=en)
- [Employees](https://docs.sitesoft.com/employees?hsLang=en#main-content)
  
  
  
  
  
    - [Documents](https://docs.sitesoft.com/employees?hsLang=en#documents)
    - [Export](https://docs.sitesoft.com/employees?hsLang=en#export)
    - [Forms](https://docs.sitesoft.com/employees?hsLang=en#forms)
- [Form Builder](https://docs.sitesoft.com/form-builder?hsLang=en)
- [Hazards/Risks](https://docs.sitesoft.com/hazards-risks?hsLang=en#main-content)
  
  
  
  
  
    - [hazards/risks in mobile app](https://docs.sitesoft.com/hazards-risks?hsLang=en#hazards-risks-in-mobile-app)
- [Incidents](https://docs.sitesoft.com/incidents?hsLang=en)
- [Inductions](https://docs.sitesoft.com/inductions?hsLang=en)
- [Inspections/Audits](https://docs.sitesoft.com/inspections-audits?hsLang=en)
- [Messages](https://docs.sitesoft.com/messages?hsLang=en)
- [My Pre-Qualifications](https://docs.sitesoft.com/my-pre-qualifications?hsLang=en)
- [Notifications](https://docs.sitesoft.com/notifications?hsLang=en)
- [TA/JSA/SWMS/RAMS](https://docs.sitesoft.com/ta-jsa-swms-rams?hsLang=en)
- [Tasks](https://docs.sitesoft.com/tasks?hsLang=en)
- [Templates](https://docs.sitesoft.com/templates?hsLang=en#main-content)
  
  
  
  
  
    - [Hazardous Substances/COSHH](https://docs.sitesoft.com/templates?hsLang=en#hazardous-substances-coshh)
    - [Documents](https://docs.sitesoft.com/templates?hsLang=en#documents)
- [Reporting](https://docs.sitesoft.com/reporting?hsLang=en)
- [Sites and Subsites](https://docs.sitesoft.com/sites-and-subsites?hsLang=en)
- [Safety Observations](https://docs.sitesoft.com/safety-observations?hsLang=en)
- [SiteConnect Mobile App](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en#main-content)
  
  
  
  
  
    - [Site Induction](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en#site-induction)
    - [Toolbox Talks](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en#toolbox-talks)
    - [Tasks](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en#tasks)
    - [Troubleshooting](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en#troubleshooting)
    - [Incidents](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en#incidents)
    - [Forms](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en#forms)
    - [Inspections/Audits](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en#inspections-audits)
    - [User Profile](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en#user-profile)
    - [Sign Out](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en#sign-out)
    - [Geofencing](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en#geofencing)
    - [Training](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en#training)
- [Sites](https://docs.sitesoft.com/sites?hsLang=en#main-content)
  
  
  
  
  
    - [Manage Site](https://docs.sitesoft.com/sites?hsLang=en#manage-site)
    - [QR Codes](https://docs.sitesoft.com/sites?hsLang=en#qr-codes)
    - [Toolbox Talks](https://docs.sitesoft.com/sites?hsLang=en#toolbox-talks)
    - [Task Analysis Documents](https://docs.sitesoft.com/sites?hsLang=en#task-analysis-documents)
    - [Geofencing](https://docs.sitesoft.com/sites?hsLang=en#geofencing)
- [Safety Plan/Phase Plan](https://docs.sitesoft.com/safety-plan-phase-plan?hsLang=en)
- [Visitor Kiosk App](https://docs.sitesoft.com/visitor-kiosk-app?hsLang=en)
- [SiteConnect Super Admins Only](https://docs.sitesoft.com/siteconnect-super-admins-only?hsLang=en)
- [Manage Sign-in and Inductions](https://docs.sitesoft.com/manage-sign-in-and-inductions?hsLang=en#main-content)
  
  
  
  
  
    - [Get started with sign-in and inductions](https://docs.sitesoft.com/manage-sign-in-and-inductions?hsLang=en#get-started-with-sign-in-and-inductions)
    - [Manage geofencing sign-in and out](https://docs.sitesoft.com/manage-sign-in-and-inductions?hsLang=en#manage-geofencing-sign-in-and-out)
    - [Troubleshoot sign-in and inductions](https://docs.sitesoft.com/manage-sign-in-and-inductions?hsLang=en#troubleshoot-sign-in-and-inductions)

[![SiteConnect Logos (LinkedIn Post)](https://docs.sitesoft.com/hs-fs/hubfs/SiteConnect%20Logos%20(LinkedIn%20Post).png?width=155&height=25&name=SiteConnect%20Logos%20(LinkedIn%20Post).png "SiteConnect Logos (LinkedIn Post)")](https://siteconnect.io/)

###### **Still need help?** We're here if you can't find the answer you're looking for.

AU & NZ• support@siteconnect.io • NZ 0800 748 763 • AU 1300 637 183

UK • support.uk@siteconnect.io • +44 333 043 5727

Copyright © 2026, SiteConnect.io Limited