How do I create custom charts?

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

To create custom views (and charts):

1. Go to Analytics and click the button “Views”, then select “Create new view”:

2. Add the name of the view and press “Save”:
3. When the new view is created, you can add charts, 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 add 6 charts per view.

   
   
   To delete a chart, click on the three horizontal lines on the top right corner of the chart, then press “Delete chart”.
   
   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”.