How do I create custom charts?

Create custom charts and tailored views to meet your organisation’s unique reporting needs. Easily share custom views to enhance collaboration across your team. 

To create custom views (and charts):

1. Go to ''Analytics'' and go to “Views”

2. Click on the dropdown menu on ''Default view'' and select ''Create new view''
   
3. Add the name of the view and press “Save”:
   
   
   
4. When the new view is created, you can add charts, edit the view name, manage view access or delete the view by clicking the button “Manage view”: 
   
   

    

   a. Adding charts: select “Add chart” after clicking the button “Manage view”, as shown above. Then, enter the name you want for the chart, the type, the dimension (which field has the data you want to report about?) and the metric (do you want to report on the amount of issues or reports?). Selecting a filter and sub-division is optional. A pre-created filter allows you to concentrate the data further. With a sub-division you can add another set of data to your chart. You can also choose to show items with no data if preferred.

   You can add 6 charts per view.

   

    

   To edit, download or delete a chart, click on the three horizontal lines on the top right corner of the chart, then click on the action you want to take.
   
   
   b. Managing view access: by default, created views will be set for your private use only. If you want other users to also have access to your views, please select “Manage view access” after clicking the button “Manage view”. You will then be able to choose who should also have access to your view: everyone using your SpeakUp system or only specific groups. 
   
   
   c. Deleting views: if a view has been created by mistake or has become obsolete, you can deleted it by selecting “Delete view”, after clicking the button “Manage view”.